MWM
VXUS icon

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

Merriman 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
2023
Q1 		– Sell
-5,675
Closed -$293K – 225
2022
Q4 		$293K Buy
+5,675
New +$284K 0.02% 170

Other funds holding VXUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Merriman Wealth Management's VXUS Position: Q1 2023 in Review

Merriman Wealth Management sold out of Vanguard Total International Stock ETF (VXUS) in Q1 2023, closing a stake of 5,675 shares — an estimated $293K sold.

Merriman Wealth Management first reported a position in VXUS in Q4 2022 and held it in 1 quarter. The position peaked at $293K in Q4 2022. 943 funds tracked by Wall St. Rank hold VXUS as of Q1 2023.

  • Merriman Wealth Management reported no remaining Vanguard Total International Stock ETF position as of Q1 2023 after selling out during the quarter.
  • Merriman Wealth Management sold 5,675 Vanguard Total International Stock ETF shares in Q1 2023, an estimated $293K.
  • Merriman Wealth Management first reported a position in Vanguard Total International Stock ETF in Q4 2022 and held it in 1 quarter.
  • Merriman Wealth Management's Vanguard Total International Stock ETF position peaked at $293K in Q4 2022.
  • 943 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2023.

Based on Merriman Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.