Montis Financial’s Vanguard Total International Stock ETF VXUS Stock Holding History

Montis Financial’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	$1.62M	Buy	19,007 +14,632	+334%	+$1.23M	0.33%	48
2026 Q1	$337K	Buy	4,375 +1,245	+40%	+$98.8K	0.07%	118
2025 Q4	$236K	Sell	3,130 -117	-4%	-$8.74K	0.05%	139
2025 Q3	$239K	Buy	3,247 +76	+2%	+$5.39K	0.06%	142
2025 Q2	$219K	Sell	3,171 -758	-19%	-$49.2K	0.06%	128
2025 Q1	$244K	Buy	+3,929	New	+$243K	0.07%	125

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

Montis Financial's VXUS Position: Q2 2026 in Review

Montis Financial increased its Vanguard Total International Stock ETF (VXUS) stake by 334% in Q2 2026, buying an estimated $1.23M and bringing the position to 19,007 shares worth $1.62M. The position accounts for 0.33% of the portfolio, ranked #48.

Montis Financial first reported a position in VXUS in Q1 2025 and has held it in 6 quarters since. 1,836 funds tracked by Wall St. Rank hold VXUS as of Q2 2026.

Montis Financial held 19,007 shares of Vanguard Total International Stock ETF worth $1.62M as of Q2 2026.
Montis Financial bought 14,632 Vanguard Total International Stock ETF shares in Q2 2026, an estimated $1.23M.
Vanguard Total International Stock ETF made up 0.33% of Montis Financial's portfolio in Q2 2026, its #48 holding.
Montis Financial first reported a position in Vanguard Total International Stock ETF in Q1 2025 and has held it in 6 quarters since.
1,836 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q2 2026.

Based on Montis Financial's 13F filing for Q2 2026, filed 6 Aug 2026.