One Wealth Management Investment & Advisory Services’s Vanguard Total International Stock ETF VXUS Stock Holding History

One Wealth Management Investment & Advisory Services’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
2024 Q1	–	Sell	-10,922	Closed	-$633K	–	158
2023 Q4	$633K	Buy	+10,922	New	+$596K	0.28%	59

Other funds holding VXUS

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

One Wealth Management Investment & Advisory Services's VXUS Position: Q1 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Vanguard Total International Stock ETF (VXUS) in Q1 2024, closing a stake of 10,922 shares — an estimated $633K sold.

One Wealth Management Investment & Advisory Services first reported a position in VXUS in Q4 2023 and held it in 1 quarter. The position peaked at $633K in Q4 2023. 1,139 funds tracked by Wall St. Rank hold VXUS as of Q1 2024.

One Wealth Management Investment & Advisory Services reported no remaining Vanguard Total International Stock ETF position as of Q1 2024 after selling out during the quarter.
One Wealth Management Investment & Advisory Services sold 10,922 Vanguard Total International Stock ETF shares in Q1 2024, an estimated $633K.
One Wealth Management Investment & Advisory Services first reported a position in Vanguard Total International Stock ETF in Q4 2023 and held it in 1 quarter.
One Wealth Management Investment & Advisory Services's Vanguard Total International Stock ETF position peaked at $633K in Q4 2023.
1,139 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q1 2024, filed 14 May 2024.