HFP
VXUS icon

Holistic Financial Partners’s Vanguard Total International Stock ETF VXUS Stock Holding History

Holistic Financial Partners’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
2019
Q2 		– Sell
-267,922
Closed -$13.9M – 106
2019
Q1 		$13.9M Buy
+267,922
New +$13.6M 5.85% 3

Other funds holding VXUS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
AIM
Allen Investment Management New York $8.09B AUM 16.78% 1-Year Est. Return

Holistic Financial Partners's VXUS Position: Q2 2019 in Review

Holistic Financial Partners sold out of Vanguard Total International Stock ETF (VXUS) in Q2 2019, closing a stake of 267,922 shares — an estimated $13.9M sold.

Holistic Financial Partners first reported a position in VXUS in Q1 2019 and held it in 1 quarter. The position peaked at $13.9M in Q1 2019. 435 funds tracked by Wall St. Rank hold VXUS as of Q2 2019.

  • Holistic Financial Partners reported no remaining Vanguard Total International Stock ETF position as of Q2 2019 after selling out during the quarter.
  • Holistic Financial Partners sold 267,922 Vanguard Total International Stock ETF shares in Q2 2019, an estimated $13.9M.
  • Holistic Financial Partners first reported a position in Vanguard Total International Stock ETF in Q1 2019 and held it in 1 quarter.
  • Holistic Financial Partners's Vanguard Total International Stock ETF position peaked at $13.9M in Q1 2019.
  • 435 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q2 2019.

Based on Holistic Financial Partners's 13F filing for Q2 2019, filed 7 Aug 2019.