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Lehman Financial Resources’s Vanguard Total International Stock ETF VXUS Stock Holding History

Lehman Financial Resources’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
2018
Q3 		$275K Hold
5,100
– – 0.13% 74
2018
Q2 		$275K Hold
5,100
– – 0.14% 65
2018
Q1 		$288K Buy
5,100
+1,000
+24% +$57.9K 0.15% 63
2017
Q4 		$232K Buy
+4,100
New +$229K 0.12% 70
2015
Q4 		– Sell
-1,030
Closed -$45K – 347
2015
Q3 		$45K Buy
+1,030
New +$49.2K 0.02% 155

Other funds holding VXUS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Lehman Financial Resources's VXUS Position: Q3 2018 in Review

Lehman Financial Resources held its Vanguard Total International Stock ETF (VXUS) position steady in Q3 2018 at 5,100 shares worth $275K. The position accounts for 0.13% of the portfolio, ranked #74.

Lehman Financial Resources first reported a position in VXUS in Q3 2015 and has held it in 5 quarters since. The position peaked at $288K in Q1 2018. 401 funds tracked by Wall St. Rank hold VXUS as of Q3 2018.

  • Lehman Financial Resources held 5,100 shares of Vanguard Total International Stock ETF worth $275K as of Q3 2018.
  • Lehman Financial Resources left its Vanguard Total International Stock ETF share count unchanged in Q3 2018.
  • Vanguard Total International Stock ETF made up 0.13% of Lehman Financial Resources's portfolio in Q3 2018, its #74 holding.
  • Lehman Financial Resources first reported a position in Vanguard Total International Stock ETF in Q3 2015 and has held it in 5 quarters since.
  • Lehman Financial Resources's Vanguard Total International Stock ETF position peaked at $288K in Q1 2018.
  • 401 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.