Institutional & Family Asset Management’s Vanguard Total International Stock ETF VXUS Stock Holding History

Institutional & Family Asset 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
2019 Q4	–	Sell	-993	Closed	-$51K	–	898
2019 Q3	$51K	Hold	993	–	–	0.01%	291
2019 Q2	$52K	Hold	993	–	–	0.01%	308
2019 Q1	$52K	Hold	993	–	–	0.01%	323
2018 Q4	$47K	Hold	993	–	–	0.01%	334
2018 Q3	$54K	Hold	993	–	–	0.01%	343
2018 Q2	$54K	Buy	+993	New	+$56K	0.01%	341

Other funds holding VXUS

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Institutional & Family Asset Management's VXUS Position: Q4 2019 in Review

Institutional & Family Asset Management sold out of Vanguard Total International Stock ETF (VXUS) in Q4 2019, closing a stake of 993 shares — an estimated $51K sold.

Institutional & Family Asset Management first reported a position in VXUS in Q2 2018 and held it in 6 quarters. The position peaked at $54K in Q3 2018. 518 funds tracked by Wall St. Rank hold VXUS as of Q4 2019.

Institutional & Family Asset Management reported no remaining Vanguard Total International Stock ETF position as of Q4 2019 after selling out during the quarter.
Institutional & Family Asset Management sold 993 Vanguard Total International Stock ETF shares in Q4 2019, an estimated $51K.
Institutional & Family Asset Management first reported a position in Vanguard Total International Stock ETF in Q2 2018 and held it in 6 quarters.
Institutional & Family Asset Management's Vanguard Total International Stock ETF position peaked at $54K in Q3 2018.
518 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q4 2019.

Based on Institutional & Family Asset Management's 13F filing for Q4 2019, filed 14 Feb 2020.