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

Heritage Wealth Management (Ohio)’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	$285K	Buy	+3,331	New	+$279K	0.07%	230
2026 Q1	–	Sell	-3,331	Closed	-$251K	–	257
2025 Q4	$251K	Hold	3,331	–	–	0.07%	223
2025 Q3	$245K	Hold	3,331	–	–	0.07%	221
2025 Q2	$230K	Hold	3,331	–	–	0.07%	217
2025 Q1	$207K	Buy	+3,331	New	+$206K	0.07%	220
2024 Q4	–	Sell	-3,731	Closed	-$242K	–	240
2024 Q3	$242K	Sell	3,731 -600	-14%	-$37.1K	0.08%	206
2024 Q2	$267K	Buy	+4,331	New	+$262K	0.09%	191

Other funds holding VXUS

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

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

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s VXUS Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) opened a new position in Vanguard Total International Stock ETF (VXUS) in Q2 2026: 3,331 shares worth $285K. The stake represents 0.07% of the portfolio and ranks #230 among its holdings. This is a return to the name: Heritage Wealth Management (Ohio) previously reported a position in VXUS as recently as Q4 2025.

Heritage Wealth Management (Ohio) first reported a position in VXUS in Q2 2024 and has held it in 7 quarters since. 1,840 funds tracked by Wall St. Rank hold VXUS as of Q2 2026.

Heritage Wealth Management (Ohio) held 3,331 shares of Vanguard Total International Stock ETF worth $285K as of Q2 2026.
Vanguard Total International Stock ETF was a new Heritage Wealth Management (Ohio) position in Q2 2026.
Vanguard Total International Stock ETF made up 0.07% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #230 holding.
Heritage Wealth Management (Ohio) first reported a position in Vanguard Total International Stock ETF in Q2 2024 and has held it in 7 quarters since.
1,840 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.