FineMark National Bank & Trust’s Vanguard Total International Stock ETF VXUS Stock Holding History

FineMark National Bank & Trust’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 Q1	–	Sell	-5,181	Closed	-$305K	–	461
2024 Q4	$305K	Hold	5,181	–	–	0.01%	348
2024 Q3	$335K	Hold	5,181	–	–	0.01%	337
2024 Q2	$312K	Buy	5,181 +471	+10%	+$28.4K	0.01%	337
2024 Q1	$284K	Buy	+4,710	New	+$274K	0.01%	357
2023 Q1	–	Sell	-8,697	Closed	-$450K	–	437
2022 Q4	$450K	Buy	+8,697	New	+$435K	0.02%	269
2021 Q3	–	Sell	-9,989	Closed	-$656K	–	459
2021 Q2	$656K	Buy	+9,989	New	+$654K	0.03%	264
2016 Q2	–	Sell	-635	Closed	-$29K	–	1429
2016 Q1	$29K	Buy	+635	New	+$27.1K	﹤0.01%	712

Other funds holding VXUS

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

HWM

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

FineMark National Bank & Trust's VXUS Position: Q1 2025 in Review

FineMark National Bank & Trust sold out of Vanguard Total International Stock ETF (VXUS) in Q1 2025, closing a stake of 5,181 shares — an estimated $305K sold.

FineMark National Bank & Trust first reported a position in VXUS in Q1 2016 and held it in 7 quarters. The position peaked at $656K in Q2 2021. 1,349 funds tracked by Wall St. Rank hold VXUS as of Q1 2025.

FineMark National Bank & Trust reported no remaining Vanguard Total International Stock ETF position as of Q1 2025 after selling out during the quarter.
FineMark National Bank & Trust sold 5,181 Vanguard Total International Stock ETF shares in Q1 2025, an estimated $305K.
FineMark National Bank & Trust first reported a position in Vanguard Total International Stock ETF in Q1 2016 and held it in 7 quarters.
FineMark National Bank & Trust's Vanguard Total International Stock ETF position peaked at $656K in Q2 2021.
1,349 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2025.

Based on FineMark National Bank & Trust's 13F filing for Q1 2025, filed 13 May 2025.