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Everhart Financial Group’s Vanguard Total International Stock ETF VXUS Stock Holding History

Everhart Financial Group’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
2026
Q2 		$3.11M Sell
36,356
-6,470
-15% -$542K 0.2% 53
2026
Q1 		$3.3M Buy
42,826
+1,778
+4% +$141K 0.28% 52
2025
Q4 		$3.1M Buy
41,048
+69
+0.2% +$5.15K 0.29% 44
2025
Q3 		$3.01M Sell
40,979
-5,065
-11% -$360K 0.3% 43
2025
Q2 		$3.18M Sell
46,044
-18,568
-29% -$1.21M 0.37% 40
2025
Q1 		$4.01M Buy
64,612
+9,184
+17% +$567K 0.55% 28
2024
Q4 		$3.27M Buy
55,428
+5,798
+12% +$359K 0.67% 30
2024
Q3 		$3.21M Sell
49,630
-1,304
-3% -$80.7K 0.71% 29
2024
Q2 		$3.07M Buy
50,934
+424
+0.8% +$25.6K 0.8% 28
2024
Q1 		$3.05M Buy
50,510
+2,240
+5% +$130K 0.89% 26
2023
Q4 		$2.8M Buy
48,270
+1,130
+2% +$61.7K 0.99% 23
2023
Q3 		$2.52M Buy
47,140
+624
+1% +$34.8K 1.07% 23
2023
Q2 		$2.59M Buy
46,516
+4,199
+10% +$235K 1.07% 23
2023
Q1 		$2.33M Buy
42,317
+5,734
+16% +$313K 1.05% 20
2022
Q4 		$1.89M Buy
36,583
+11,081
+43% +$555K 0.95% 24
2022
Q3 		$1.17M Buy
25,502
+1,878
+8% +$96.1K 0.65% 29
2022
Q2 		$1.22M Sell
23,624
-1,497
-6% -$83.1K 0.74% 30
2022
Q1 		$1.5M Buy
25,121
+388
+2% +$23.6K 0.87% 28
2021
Q4 		$1.57M Sell
24,733
-4,442
-15% -$285K 0.95% 27
2021
Q3 		$1.85M Buy
29,175
+1,175
+4% +$76.7K 1.26% 22
2021
Q2 		$1.84M Buy
28,000
+6,132
+28% +$401K 1.27% 21
2021
Q1 		$1.37M Buy
21,868
+3,415
+19% +$214K 1.2% 23
2020
Q4 		$1.11M Buy
+18,453
New +$1.04M 1.02% 24

Other funds holding VXUS

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Everhart Financial Group's VXUS Position: Q2 2026 in Review

Everhart Financial Group reduced its Vanguard Total International Stock ETF (VXUS) stake by 15% in Q2 2026, selling an estimated $542K and leaving 36,356 shares worth $3.11M. The position accounts for 0.2% of the portfolio, ranked #53.

Everhart Financial Group first reported a position in VXUS in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.01M in Q1 2025. 1,840 funds tracked by Wall St. Rank hold VXUS as of Q2 2026.

  • Everhart Financial Group held 36,356 shares of Vanguard Total International Stock ETF worth $3.11M as of Q2 2026.
  • Everhart Financial Group sold 6,470 Vanguard Total International Stock ETF shares in Q2 2026, an estimated $542K.
  • Vanguard Total International Stock ETF made up 0.2% of Everhart Financial Group's portfolio in Q2 2026, its #53 holding.
  • Everhart Financial Group first reported a position in Vanguard Total International Stock ETF in Q4 2020 and has held it in 23 quarters since.
  • Everhart Financial Group's Vanguard Total International Stock ETF position peaked at $4.01M in Q1 2025.
  • 1,840 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.