Newman & Schimel’s Vanguard Total International Stock ETF VXUS Stock Holding History

Newman & Schimel’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 Q4	$7.66M	Buy	148,026 +5,440	+4%	+$272K	3.46%	8
2022 Q3	$6.53M	Buy	142,586 +5,787	+4%	+$296K	3.22%	8
2022 Q2	$7.06M	Buy	136,799 +11,768	+9%	+$653K	3.4%	8
2022 Q1	$7.47M	Sell	125,031 -7,474	-6%	-$455K	4.86%	6
2021 Q4	$8.42M	Buy	132,505 +10,253	+8%	+$659K	4.78%	7
2021 Q3	$7.73M	Sell	122,252 -1,810	-1%	-$118K	4.83%	7
2021 Q2	$8.15M	Buy	124,062 +9,317	+8%	+$610K	5.12%	7
2021 Q1	$7.19M	Buy	114,745 +40,595	+55%	+$2.55M	4.81%	6
2020 Q4	$4.46M	Buy	+74,150	New	+$4.17M	3.71%	7

Other funds holding VXUS

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

GWA

Gibson Wealth Advisors Tyler, Texas $160M AUM 20.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Newman & Schimel's VXUS Position: Q4 2022 in Review

Newman & Schimel increased its Vanguard Total International Stock ETF (VXUS) stake by 3.8% in Q4 2022, buying an estimated $272K and bringing the position to 148,026 shares worth $7.66M. The position accounts for 3.46% of the portfolio, ranked #8.

Newman & Schimel first reported a position in VXUS in Q4 2020 and has held it in 9 quarters since. The position peaked at $8.42M in Q4 2021. 918 funds tracked by Wall St. Rank hold VXUS as of Q4 2022.

Newman & Schimel held 148,026 shares of Vanguard Total International Stock ETF worth $7.66M as of Q4 2022.
Newman & Schimel bought 5,440 Vanguard Total International Stock ETF shares in Q4 2022, an estimated $272K.
Vanguard Total International Stock ETF made up 3.46% of Newman & Schimel's portfolio in Q4 2022, its #8 holding.
Newman & Schimel first reported a position in Vanguard Total International Stock ETF in Q4 2020 and has held it in 9 quarters since.
Newman & Schimel's Vanguard Total International Stock ETF position peaked at $8.42M in Q4 2021.
918 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q4 2022.

Based on Newman & Schimel's 13F filing for Q4 2022, filed 23 Jan 2023.