MFW
VXUS icon

Mosaic Family Wealth’s Vanguard Total International Stock ETF VXUS Stock Holding History

Mosaic Family Wealth’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
2016
Q1 		– Sell
-590
Closed -$26K – 844
2015
Q4 		$26K Buy
+590
New +$27.4K 0.01% 414

Other funds holding VXUS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
KWILP
Kiwi Wealth Investments Limited Partnership Wellington, New Zealand $126M AUM 18.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mosaic Family Wealth's VXUS Position: Q1 2016 in Review

Mosaic Family Wealth sold out of Vanguard Total International Stock ETF (VXUS) in Q1 2016, closing a stake of 590 shares — an estimated $26K sold.

Mosaic Family Wealth first reported a position in VXUS in Q4 2015 and held it in 1 quarter. The position peaked at $26K in Q4 2015. 185 funds tracked by Wall St. Rank hold VXUS as of Q1 2016.

  • Mosaic Family Wealth reported no remaining Vanguard Total International Stock ETF position as of Q1 2016 after selling out during the quarter.
  • Mosaic Family Wealth sold 590 Vanguard Total International Stock ETF shares in Q1 2016, an estimated $26K.
  • Mosaic Family Wealth first reported a position in Vanguard Total International Stock ETF in Q4 2015 and held it in 1 quarter.
  • Mosaic Family Wealth's Vanguard Total International Stock ETF position peaked at $26K in Q4 2015.
  • 185 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2016.

Based on Mosaic Family Wealth's 13F filing for Q1 2016, filed 12 May 2016.