Evelyn Partners Investment Management Services’s Vanguard Total International Stock ETF VXUS Stock Holding History

Evelyn Partners Investment Management Services’s Portfolio VXUS Stock Details VXUS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,427	Closed	-$88.6K	–	281
2025 Q1	$88.6K	Hold	1,427	–	–	0.01%	140
2024 Q4	$84.1K	Buy	+1,427	New	+$88.4K	0.01%	139

Other funds holding VXUS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Evelyn Partners Investment Management Services's VXUS Position: Q2 2025 in Review

Evelyn Partners Investment Management Services sold out of Vanguard Total International Stock ETF (VXUS) in Q2 2025, closing a stake of 1,427 shares — an estimated $88.6K sold.

Evelyn Partners Investment Management Services first reported a position in VXUS in Q4 2024 and held it in 2 quarters. The position peaked at $88.6K in Q1 2025. 1,402 funds tracked by Wall St. Rank hold VXUS as of Q2 2025.

Evelyn Partners Investment Management Services reported no remaining Vanguard Total International Stock ETF position as of Q2 2025 after selling out during the quarter.
Evelyn Partners Investment Management Services sold 1,427 Vanguard Total International Stock ETF shares in Q2 2025, an estimated $88.6K.
Evelyn Partners Investment Management Services first reported a position in Vanguard Total International Stock ETF in Q4 2024 and held it in 2 quarters.
Evelyn Partners Investment Management Services's Vanguard Total International Stock ETF position peaked at $88.6K in Q1 2025.
1,402 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q2 2025.

Based on Evelyn Partners Investment Management Services's 13F filing for Q2 2025, filed 12 Aug 2025.