Institute for Wealth Management’s Vanguard Total International Stock ETF VXUS Stock Holding History

Institute for Wealth Management’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	$46K	Buy	+538	New	+$45.1K	﹤0.01%	892
2022 Q4	–	Sell	-8,622	Closed	-$395K	–	476
2022 Q3	$395K	Sell	8,622 -130	-1%	-$6.65K	0.09%	282
2022 Q2	$452K	Sell	8,752 -226	-3%	-$12.5K	0.09%	296
2022 Q1	$536K	Buy	8,978 +1	+0%	+$61	0.09%	282
2021 Q4	$571K	Buy	8,977 +1	+0%	+$64	0.09%	261
2021 Q3	$568K	Sell	8,976 -728	-8%	-$47.5K	0.1%	249
2021 Q2	$637K	Buy	9,704 +515	+6%	+$33.7K	0.11%	222
2021 Q1	$576K	Buy	9,189 +811	+10%	+$50.9K	0.11%	233
2020 Q4	$504K	Buy	+8,378	New	+$471K	0.1%	252

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 22.9% 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

Institute for Wealth Management's VXUS Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Vanguard Total International Stock ETF (VXUS) in Q2 2026: 538 shares worth $46K. The stake represents ﹤0.01% of the portfolio and ranks #892 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in VXUS as recently as Q3 2022.

Institute for Wealth Management first reported a position in VXUS in Q4 2020 and has held it in 9 quarters since. The position peaked at $637K in Q2 2021. 1,848 funds tracked by Wall St. Rank hold VXUS as of Q2 2026.

Institute for Wealth Management held 538 shares of Vanguard Total International Stock ETF worth $46K as of Q2 2026.
Vanguard Total International Stock ETF was a new Institute for Wealth Management position in Q2 2026.
Vanguard Total International Stock ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #892 holding.
Institute for Wealth Management first reported a position in Vanguard Total International Stock ETF in Q4 2020 and has held it in 9 quarters since.
Institute for Wealth Management's Vanguard Total International Stock ETF position peaked at $637K in Q2 2021.
1,848 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.