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Heartwood Wealth Advisors’s Vanguard Total International Stock ETF VXUS Stock Holding History

Heartwood Wealth Advisors’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 		$695K Hold
8,134
– – 0.05% 120
2026
Q1 		$627K Buy
8,134
+3
+0% +$238 0.05% 123
2025
Q4 		$613K Hold
8,131
– – 0.06% 106
2025
Q3 		$597K Buy
+8,131
New +$577K 0.06% 109

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

Heartwood Wealth Advisors's VXUS Position: Q2 2026 in Review

Heartwood Wealth Advisors held its Vanguard Total International Stock ETF (VXUS) position steady in Q2 2026 at 8,134 shares worth $695K. The position accounts for 0.05% of the portfolio, ranked #120.

Heartwood Wealth Advisors first reported a position in VXUS in Q3 2025 and has held it in 4 quarters since. 1,836 funds tracked by Wall St. Rank hold VXUS as of Q2 2026.

  • Heartwood Wealth Advisors held 8,134 shares of Vanguard Total International Stock ETF worth $695K as of Q2 2026.
  • Heartwood Wealth Advisors left its Vanguard Total International Stock ETF share count unchanged in Q2 2026.
  • Vanguard Total International Stock ETF made up 0.05% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #120 holding.
  • Heartwood Wealth Advisors first reported a position in Vanguard Total International Stock ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,836 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.