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Holistic Planning’s Vanguard Total International Stock ETF VXUS Stock Holding History

Holistic Planning’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
Q1 		$496K Buy
6,435
+3,190
+98% +$253K 0.1% 180
2025
Q4 		$245K Sell
3,245
-201
-6% -$15K 0.05% 247
2025
Q3 		$253K Buy
+3,446
New +$245K 0.07% 200

Other funds holding VXUS

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Holistic Planning's VXUS Position: Q1 2026 in Review

Holistic Planning increased its Vanguard Total International Stock ETF (VXUS) stake by 98% in Q1 2026, buying an estimated $253K and bringing the position to 6,435 shares worth $496K. The position accounts for 0.1% of the portfolio, ranked #180.

Holistic Planning first reported a position in VXUS in Q3 2025 and has held it in 3 quarters since. 1,713 funds tracked by Wall St. Rank hold VXUS as of Q1 2026.

  • Holistic Planning held 6,435 shares of Vanguard Total International Stock ETF worth $496K as of Q1 2026.
  • Holistic Planning bought 3,190 Vanguard Total International Stock ETF shares in Q1 2026, an estimated $253K.
  • Vanguard Total International Stock ETF made up 0.1% of Holistic Planning's portfolio in Q1 2026, its #180 holding.
  • Holistic Planning first reported a position in Vanguard Total International Stock ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,713 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2026.

Based on Holistic Planning's 13F filing for Q1 2026, filed 4 May 2026.