KWM
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Keating Wealth Management’s Vanguard Total International Stock ETF VXUS Stock Holding History

Keating 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
2024
Q1 		$14.4M Buy
239,262
+19,287
+9% +$1.12M 8.66% 2
2023
Q4 		$12.7M Buy
+219,975
New +$12M 8.79% 3

Other funds holding VXUS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Keating Wealth Management's VXUS Position: Q1 2024 in Review

Keating Wealth Management increased its Vanguard Total International Stock ETF (VXUS) stake by 8.8% in Q1 2024, buying an estimated $1.12M and bringing the position to 239,262 shares worth $14.4M. The position accounts for 8.66% of the portfolio, ranked #2.

Keating Wealth Management first reported a position in VXUS in Q4 2023 and has held it in 2 quarters since. 1,139 funds tracked by Wall St. Rank hold VXUS as of Q1 2024.

  • Keating Wealth Management held 239,262 shares of Vanguard Total International Stock ETF worth $14.4M as of Q1 2024.
  • Keating Wealth Management bought 19,287 Vanguard Total International Stock ETF shares in Q1 2024, an estimated $1.12M.
  • Vanguard Total International Stock ETF made up 8.66% of Keating Wealth Management's portfolio in Q1 2024, its #2 holding.
  • Keating Wealth Management first reported a position in Vanguard Total International Stock ETF in Q4 2023 and has held it in 2 quarters since.
  • 1,139 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2024.

Based on Keating Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.