Klingman & Associates’s Vanguard Total International Stock ETF VXUS Stock Holding History

Klingman & Associates’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	$861K	Buy	10,067 +339	+3%	+$28.4K	0.04%	153
2026 Q1	$750K	Sell	9,728 -211	-2%	-$16.8K	0.04%	158
2025 Q4	$750K	Sell	9,939 -549	-5%	-$41K	0.04%	152
2025 Q3	$770K	Buy	10,488 +1,455	+16%	+$103K	0.04%	144
2025 Q2	$624K	Buy	9,033 +15	+0.2%	+$974	0.03%	148
2025 Q1	$560K	Buy	9,018 +67	+0.7%	+$4.14K	0.03%	144
2024 Q4	$527K	Buy	8,951 +1,098	+14%	+$68K	0.03%	146
2024 Q3	$508K	Buy	7,853 +55	+0.7%	+$3.4K	0.03%	157
2024 Q2	$470K	Buy	7,798 +65	+0.8%	+$3.92K	0.03%	142
2024 Q1	$466K	Buy	7,733 +100	+1%	+$5.82K	0.03%	148
2023 Q4	$442K	Sell	7,633 -85	-1%	-$4.64K	0.03%	141
2023 Q3	$413K	Buy	7,718 +58	+0.8%	+$3.24K	0.03%	146
2023 Q2	$430K	Sell	7,660 -40	-0.5%	-$2.24K	0.03%	142
2023 Q1	$425K	Sell	7,700 -189	-2%	-$10.3K	0.04%	132
2022 Q4	$408K	Buy	7,889 +15	+0.2%	+$751	0.04%	133
2022 Q3	$360K	Buy	7,874 +1,226	+18%	+$62.7K	0.04%	134
2022 Q2	$343K	Buy	6,648 +9	+0.1%	+$499	0.03%	143
2022 Q1	$397K	Buy	6,639 +500	+8%	+$30.4K	0.03%	141
2021 Q4	$390K	Buy	6,139 +539	+10%	+$34.6K	0.03%	126
2021 Q3	$354K	Buy	5,600 +838	+18%	+$54.7K	0.03%	125
2021 Q2	$313K	Buy	4,762 +125	+3%	+$8.18K	0.03%	130
2021 Q1	$291K	Hold	4,637	–	–	0.03%	135
2020 Q4	$279K	Buy	4,637 +185	+4%	+$10.4K	0.03%	130
2020 Q3	$232K	Buy	4,452 +70	+2%	+$3.67K	0.03%	130
2020 Q2	$215K	Sell	4,382 -28,660	-87%	-$1.32M	0.03%	118
2020 Q1	$1.39M	Sell	33,042 -40,237	-55%	-$2.04M	0.28%	47
2019 Q4	$4.08M	Buy	73,279 +1,545	+2%	+$83.1K	0.67%	27
2019 Q3	$3.71M	Sell	71,734 -200	-0.3%	-$10.3K	0.66%	27
2019 Q2	$3.79M	Buy	71,934 +25	+0%	+$1.31K	0.71%	26
2019 Q1	$3.73M	Sell	71,909 -1,250	-2%	-$63.4K	0.73%	27
2018 Q4	$3.46M	Buy	73,159 +51,017	+230%	+$2.54M	0.78%	26
2018 Q3	$1.2M	Buy	22,142 +6,542	+42%	+$355K	0.24%	39
2018 Q2	$844K	Hold	15,600	–	–	0.18%	47
2018 Q1	$882K	Hold	15,600	–	–	0.2%	44
2017 Q4	$886K	Hold	15,600	–	–	0.19%	45
2017 Q3	$854K	Hold	15,600	–	–	0.21%	41
2017 Q2	$811K	Hold	15,600	–	–	0.22%	41
2017 Q1	$775K	Hold	15,600	–	–	0.22%	42
2016 Q4	$716K	Buy	+15,600	New	+$718K	0.22%	43
2016 Q3	–	Sell	-356	Closed	-$16K	–	389
2016 Q2	$16K	Hold	356	–	–	0.01%	278
2016 Q1	$16K	Buy	356 +126	+55%	+$5.37K	0.01%	276
2015 Q4	$10K	Hold	230	–	–	﹤0.01%	303
2015 Q3	$10K	Hold	230	–	–	﹤0.01%	306
2015 Q2	$12K	Hold	230	–	–	﹤0.01%	298
2015 Q1	$12K	Hold	230	–	–	﹤0.01%	270
2014 Q4	$11K	Buy	+230	New	+$11.4K	﹤0.01%	281

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 22.96% 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

Klingman & Associates's VXUS Position: Q2 2026 in Review

Klingman & Associates increased its Vanguard Total International Stock ETF (VXUS) stake by 3.5% in Q2 2026, buying an estimated $28.4K and bringing the position to 10,067 shares worth $861K. The position accounts for 0.04% of the portfolio, ranked #153.

Klingman & Associates first reported a position in VXUS in Q4 2014 and has held it in 46 quarters since. The position peaked at $4.08M in Q4 2019. 1,840 funds tracked by Wall St. Rank hold VXUS as of Q2 2026.

Klingman & Associates held 10,067 shares of Vanguard Total International Stock ETF worth $861K as of Q2 2026.
Klingman & Associates bought 339 Vanguard Total International Stock ETF shares in Q2 2026, an estimated $28.4K.
Vanguard Total International Stock ETF made up 0.04% of Klingman & Associates's portfolio in Q2 2026, its #153 holding.
Klingman & Associates first reported a position in Vanguard Total International Stock ETF in Q4 2014 and has held it in 46 quarters since.
Klingman & Associates's Vanguard Total International Stock ETF position peaked at $4.08M in Q4 2019.
1,840 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.