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 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

Morgan Stanley New York $1.89T AUM 35.08% 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 22.96% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 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

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

WANY

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

Heritage Financial Services's VXUS Position: Q4 2025 in Review

Heritage Financial Services reduced its Vanguard Total International Stock ETF (VXUS) stake by 9.9% in Q4 2025, selling an estimated $37.3K and leaving 4,536 shares worth $342K. The position accounts for 0.03% of the portfolio, ranked #88.

Heritage Financial Services first reported a position in VXUS in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.13M in Q4 2023. 1,651 funds tracked by Wall St. Rank hold VXUS as of Q4 2025.

Heritage Financial Services held 4,536 shares of Vanguard Total International Stock ETF worth $342K as of Q4 2025.
Heritage Financial Services sold 500 Vanguard Total International Stock ETF shares in Q4 2025, an estimated $37.3K.
Vanguard Total International Stock ETF made up 0.03% of Heritage Financial Services's portfolio in Q4 2025, its #88 holding.
Heritage Financial Services first reported a position in Vanguard Total International Stock ETF in Q4 2023 and has held it in 5 quarters since.
Heritage Financial Services's Vanguard Total International Stock ETF position peaked at $1.13M in Q4 2023.
1,651 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q4 2025.

Based on Heritage Financial Services's 13F filing for Q4 2025, filed 2 Feb 2026.