HFS
VXUS icon

Heritage Financial Services’s Vanguard Total International Stock ETF VXUS Stock Holding History

Heritage Financial Services’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
Q4 		$342K Sell
4,536
-500
-10% -$37.3K 0.03% 88
2025
Q3 		$370K Buy
5,036
+437
+10% +$31K 0.03% 90
2025
Q2 		$318K Sell
4,599
-13,230
-74% -$859K 0.03% 89
2025
Q1 		$1.11M Buy
+17,829
New +$1.1M 0.11% 42
2024
Q1 		– Sell
-19,487
Closed -$1.13M – 113
2023
Q4 		$1.13M Buy
+19,487
New +$1.06M 0.19% 32

Other funds holding VXUS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.4B AUM 18.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return