JP Morgan Private Wealth Advisors’s Vanguard Total International Stock ETF VXUS Stock Holding History

JP Morgan Private Wealth Advisors’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	$11.5M	Sell	215,048 -11,275	-5%	-$629K	0.03%	351
2023 Q2	$12.7M	Sell	226,323 -283,465	-56%	-$15.9M	0.07%	204
2023 Q1	$28.1M	Buy	509,788 +71	+0%	+$3.88K	0.06%	270
2022 Q4	$26.4M	Sell	509,717 -16,175	-3%	-$810K	0.06%	273
2022 Q3	$24.1M	Buy	525,892 +11,443	+2%	+$585K	0.06%	263
2022 Q2	$26.6M	Sell	514,449 -111,848	-18%	-$6.21M	0.07%	249
2022 Q1	$37.4M	Buy	626,297 +42,235	+7%	+$2.57M	0.08%	236
2021 Q4	$37.1M	Sell	584,062 -14,711	-2%	-$945K	0.08%	226
2021 Q3	$37.9M	Buy	598,773 +52,869	+10%	+$3.45M	0.09%	216
2021 Q2	$35.9M	Buy	545,904 +106,497	+24%	+$6.97M	0.09%	219
2021 Q1	$27.6M	Buy	439,407 +2,776	+0.6%	+$174K	0.09%	217
2020 Q4	$26.3M	Buy	436,631 +148,860	+52%	+$8.38M	0.09%	212
2020 Q3	$15M	Buy	287,771 +134,792	+88%	+$7.07M	0.06%	259
2020 Q2	$7.52M	Sell	152,979 -140,025	-48%	-$6.47M	0.03%	323
2020 Q1	$12.3M	Sell	293,004 -182,932	-38%	-$9.29M	0.07%	231
2019 Q4	$26.5M	Buy	475,936 +124,541	+35%	+$6.69M	0.12%	168
2019 Q3	$18.2M	Buy	351,395 +24,521	+8%	+$1.26M	0.09%	197
2019 Q2	$17.2M	Buy	326,874 +2,445	+0.8%	+$128K	0.09%	202
2019 Q1	$16.8M	Buy	324,429 +25,071	+8%	+$1.27M	0.09%	212
2018 Q4	$14.1M	Buy	299,358 +164,480	+122%	+$8.18M	0.09%	214
2018 Q3	$7.28M	Buy	134,878 +17,984	+15%	+$975K	0.04%	356
2018 Q2	$6.32M	Buy	116,894 +23,964	+26%	+$1.35M	0.04%	351
2018 Q1	$5.25M	Buy	92,930 +9,603	+12%	+$556K	0.04%	317
2017 Q4	$4.73M	Buy	83,327 +11,976	+17%	+$669K	0.03%	334
2017 Q3	$3.9M	Buy	71,351 +40,039	+128%	+$2.15M	0.03%	353
2017 Q2	$1.63M	Buy	31,312 +11,783	+60%	+$605K	0.01%	503
2017 Q1	$971K	Buy	19,529 +997	+5%	+$48.2K	0.01%	644
2016 Q4	$850K	Buy	18,532 +10,986	+146%	+$505K	0.01%	638
2016 Q3	$356K	Sell	7,546 -12,612	-63%	-$586K	﹤0.01%	916
2016 Q2	$897K	Buy	20,158 +12,701	+170%	+$573K	0.01%	621
2016 Q1	$335K	Buy	7,457 +845	+13%	+$36K	﹤0.01%	906
2015 Q4	$298K	Buy	6,612 +316	+5%	+$14.7K	﹤0.01%	860
2015 Q3	$279K	Sell	6,296 -2,160	-26%	-$103K	﹤0.01%	816
2015 Q2	$426K	Buy	8,456 +3,966	+88%	+$208K	﹤0.01%	729
2015 Q1	$226K	Sell	4,490 -350	-7%	-$17.4K	﹤0.01%	995
2014 Q4	$234K	Sell	4,840 -104	-2%	-$5.16K	﹤0.01%	952
2014 Q3	$252K	Sell	4,944 -1,046	-17%	-$56K	﹤0.01%	900
2014 Q2	$325K	Sell	5,990 -352	-6%	-$18.8K	0.01%	695
2014 Q1	$331K	Buy	6,342 +1,964	+45%	+$101K	0.01%	697
2013 Q4	$229K	Sell	4,378 -2,280	-34%	-$117K	﹤0.01%	582
2013 Q3	$334K	Sell	6,658 -495	-7%	-$24K	0.01%	496
2013 Q2	$327K	Buy	+7,153	New	+$346K	0.01%	484

Other funds holding VXUS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

JP Morgan Private Wealth Advisors's VXUS Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Vanguard Total International Stock ETF (VXUS) stake by 5% in Q3 2023, selling an estimated $629K and leaving 215,048 shares worth $11.5M. The position accounts for 0.03% of the portfolio, ranked #351.

JP Morgan Private Wealth Advisors first reported a position in VXUS in Q2 2013 and has held it in 42 quarters since. The position peaked at $37.9M in Q3 2021. 981 funds tracked by Wall St. Rank hold VXUS as of Q3 2023.

JP Morgan Private Wealth Advisors held 215,048 shares of Vanguard Total International Stock ETF worth $11.5M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 11,275 Vanguard Total International Stock ETF shares in Q3 2023, an estimated $629K.
Vanguard Total International Stock ETF made up 0.03% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #351 holding.
JP Morgan Private Wealth Advisors first reported a position in Vanguard Total International Stock ETF in Q2 2013 and has held it in 42 quarters since.
JP Morgan Private Wealth Advisors's Vanguard Total International Stock ETF position peaked at $37.9M in Q3 2021.
981 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.