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

Moran 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 Q4	–	Sell	-420,533	Closed	-$22.5M	–	459
2023 Q3	$22.5M	Buy	420,533 +5,691	+1%	+$318K	0.87%	19
2023 Q2	$23.3M	Buy	414,842 +986	+0.2%	+$55.1K	0.87%	24
2023 Q1	$22.8M	Buy	413,856 +70,613	+21%	+$3.86M	0.86%	26
2022 Q4	$17.8M	Buy	+343,243	New	+$17.2M	0.67%	40

Other funds holding VXUS

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

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

HWM

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

WANY

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Moran Wealth Management's VXUS Position: Q4 2023 in Review

Moran Wealth Management sold out of Vanguard Total International Stock ETF (VXUS) in Q4 2023, closing a stake of 420,533 shares — an estimated $22.5M sold.

Moran Wealth Management first reported a position in VXUS in Q4 2022 and held it in 4 quarters. The position peaked at $23.3M in Q2 2023. 1,106 funds tracked by Wall St. Rank hold VXUS as of Q4 2023.

Moran Wealth Management reported no remaining Vanguard Total International Stock ETF position as of Q4 2023 after selling out during the quarter.
Moran Wealth Management sold 420,533 Vanguard Total International Stock ETF shares in Q4 2023, an estimated $22.5M.
Moran Wealth Management first reported a position in Vanguard Total International Stock ETF in Q4 2022 and held it in 4 quarters.
Moran Wealth Management's Vanguard Total International Stock ETF position peaked at $23.3M in Q2 2023.
1,106 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q4 2023.

Based on Moran Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.