HGWM
VXUS icon

Harvest Group Wealth Management’s Vanguard Total International Stock ETF VXUS Stock Holding History

Harvest Group Wealth Management’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
2023
Q1 		$839K Sell
15,190
-43
-0.3% -$2.35K 0.52% 28
2022
Q4 		$788K Sell
15,233
-647
-4% -$32.4K 0.52% 30
2022
Q3 		$747K Sell
15,880
-709
-4% -$36.3K 0.5% 31
2022
Q2 		$879K Buy
+16,589
New +$920K 0.54% 30

Other funds holding VXUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Harvest Group Wealth Management's VXUS Position: Q1 2023 in Review

Harvest Group Wealth Management reduced its Vanguard Total International Stock ETF (VXUS) stake by 0.28% in Q1 2023, selling an estimated $2.35K and leaving 15,190 shares worth $839K. The position accounts for 0.52% of the portfolio, ranked #28.

Harvest Group Wealth Management first reported a position in VXUS in Q2 2022 and has held it in 4 quarters since. The position peaked at $879K in Q2 2022. 947 funds tracked by Wall St. Rank hold VXUS as of Q1 2023.

  • Harvest Group Wealth Management held 15,190 shares of Vanguard Total International Stock ETF worth $839K as of Q1 2023.
  • Harvest Group Wealth Management sold 43 Vanguard Total International Stock ETF shares in Q1 2023, an estimated $2.35K.
  • Vanguard Total International Stock ETF made up 0.52% of Harvest Group Wealth Management's portfolio in Q1 2023, its #28 holding.
  • Harvest Group Wealth Management first reported a position in Vanguard Total International Stock ETF in Q2 2022 and has held it in 4 quarters since.
  • Harvest Group Wealth Management's Vanguard Total International Stock ETF position peaked at $879K in Q2 2022.
  • 947 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.