MWM
VXUS icon

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

Marietta 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
2022
Q2 		– Sell
-3,422
Closed -$204K – 118
2022
Q1 		$204K Hold
3,422
– – 0.04% 108
2021
Q4 		$218K Buy
+3,422
New +$220K 0.04% 115

Other funds holding VXUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Marietta Wealth Management's VXUS Position: Q2 2022 in Review

Marietta Wealth Management sold out of Vanguard Total International Stock ETF (VXUS) in Q2 2022, closing a stake of 3,422 shares — an estimated $204K sold.

Marietta Wealth Management first reported a position in VXUS in Q4 2021 and held it in 2 quarters. The position peaked at $218K in Q4 2021. 852 funds tracked by Wall St. Rank hold VXUS as of Q2 2022.

  • Marietta Wealth Management reported no remaining Vanguard Total International Stock ETF position as of Q2 2022 after selling out during the quarter.
  • Marietta Wealth Management sold 3,422 Vanguard Total International Stock ETF shares in Q2 2022, an estimated $204K.
  • Marietta Wealth Management first reported a position in Vanguard Total International Stock ETF in Q4 2021 and held it in 2 quarters.
  • Marietta Wealth Management's Vanguard Total International Stock ETF position peaked at $218K in Q4 2021.
  • 852 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q2 2022.

Based on Marietta Wealth Management's 13F filing for Q2 2022, filed 8 Aug 2022.