IWP
VXUS icon

Icon Wealth Partners’s Vanguard Total International Stock ETF VXUS Stock Holding History

Icon Wealth 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
2023
Q3 		$1.92M Hold
35,826
– – 0.22% 84
2023
Q2 		$2.01M Hold
35,826
– – 0.21% 88
2023
Q1 		$1.98M Buy
+35,826
New +$1.96M 0.22% 98

Other funds holding VXUS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 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
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

Icon Wealth Partners's VXUS Position: Q3 2023 in Review

Icon Wealth Partners held its Vanguard Total International Stock ETF (VXUS) position steady in Q3 2023 at 35,826 shares worth $1.92M. The position accounts for 0.22% of the portfolio, ranked #84.

Icon Wealth Partners first reported a position in VXUS in Q1 2023 and has held it in 3 quarters since. The position peaked at $2.01M in Q2 2023. 979 funds tracked by Wall St. Rank hold VXUS as of Q3 2023.

  • Icon Wealth Partners held 35,826 shares of Vanguard Total International Stock ETF worth $1.92M as of Q3 2023.
  • Icon Wealth Partners left its Vanguard Total International Stock ETF share count unchanged in Q3 2023.
  • Vanguard Total International Stock ETF made up 0.22% of Icon Wealth Partners's portfolio in Q3 2023, its #84 holding.
  • Icon Wealth Partners first reported a position in Vanguard Total International Stock ETF in Q1 2023 and has held it in 3 quarters since.
  • Icon Wealth Partners's Vanguard Total International Stock ETF position peaked at $2.01M in Q2 2023.
  • 979 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.