FP
VXUS icon

Fiduciary Planning’s Vanguard Total International Stock ETF VXUS Stock Holding History

Fiduciary Planning’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
2021
Q2 		– Sell
-60
Closed -$4K – 271
2021
Q1 		$4K Sell
60
-75
-56% -$4.7K 0.01% 207
2020
Q4 		$8K Buy
135
+2
+2% +$113 0.01% 163
2020
Q3 		$7K Buy
+133
New +$6.97K 0.01% 126

Other funds holding VXUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fiduciary Planning's VXUS Position: Q2 2021 in Review

Fiduciary Planning sold out of Vanguard Total International Stock ETF (VXUS) in Q2 2021, closing a stake of 60 shares — an estimated $4K sold.

Fiduciary Planning first reported a position in VXUS in Q3 2020 and held it in 3 quarters. The position peaked at $8K in Q4 2020. 706 funds tracked by Wall St. Rank hold VXUS as of Q2 2021.

  • Fiduciary Planning reported no remaining Vanguard Total International Stock ETF position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 60 Vanguard Total International Stock ETF shares in Q2 2021, an estimated $4K.
  • Fiduciary Planning first reported a position in Vanguard Total International Stock ETF in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's Vanguard Total International Stock ETF position peaked at $8K in Q4 2020.
  • 706 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.