HWMA
VXUS icon

Heritage Wealth Management (Arizona)’s Vanguard Total International Stock ETF VXUS Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$43K Buy
832
+416
+100% +$20.8K 0.01% 520
2022
Q3 		$19K Buy
+416
New +$21.3K 0.01% 546

Other funds holding VXUS

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GWA
Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s VXUS Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Vanguard Total International Stock ETF (VXUS) stake by 100% in Q4 2022, buying an estimated $20.8K and bringing the position to 832 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #520.

Heritage Wealth Management (Arizona) first reported a position in VXUS in Q3 2022 and has held it in 2 quarters since. 918 funds tracked by Wall St. Rank hold VXUS as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 832 shares of Vanguard Total International Stock ETF worth $43K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 416 Vanguard Total International Stock ETF shares in Q4 2022, an estimated $20.8K.
  • Vanguard Total International Stock ETF made up 0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #520 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Vanguard Total International Stock ETF in Q3 2022 and has held it in 2 quarters since.
  • 918 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.