Leeward Financial Partners’s Vanguard Total International Stock ETF VXUS Stock Holding History

Leeward Financial Partners’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
2025 Q2	–	Sell	-3,774	Closed	-$234K	–	103
2025 Q1	$234K	Buy	+3,774	New	+$233K	0.09%	76
2022 Q4	–	Sell	-14,116	Closed	-$646K	–	71
2022 Q3	$646K	Sell	14,116 -34	-0.2%	-$1.74K	0.46%	51
2022 Q2	$730K	Buy	14,150 +858	+6%	+$47.6K	0.5%	50
2022 Q1	$794K	Buy	13,292 +1,264	+11%	+$77K	0.49%	50
2021 Q4	$765K	Buy	+12,028	New	+$773K	0.48%	52

Other funds holding VXUS

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

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Leeward Financial Partners's VXUS Position: Q2 2025 in Review

Leeward Financial Partners sold out of Vanguard Total International Stock ETF (VXUS) in Q2 2025, closing a stake of 3,774 shares — an estimated $234K sold.

Leeward Financial Partners first reported a position in VXUS in Q4 2021 and held it in 5 quarters. The position peaked at $794K in Q1 2022. 1,401 funds tracked by Wall St. Rank hold VXUS as of Q2 2025.

Leeward Financial Partners reported no remaining Vanguard Total International Stock ETF position as of Q2 2025 after selling out during the quarter.
Leeward Financial Partners sold 3,774 Vanguard Total International Stock ETF shares in Q2 2025, an estimated $234K.
Leeward Financial Partners first reported a position in Vanguard Total International Stock ETF in Q4 2021 and held it in 5 quarters.
Leeward Financial Partners's Vanguard Total International Stock ETF position peaked at $794K in Q1 2022.
1,401 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q2 2025.

Based on Leeward Financial Partners's 13F filing for Q2 2025, filed 4 Aug 2025.