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

Orgel 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
2025
Q1 		– Sell
-7,227
Closed -$426K – 89
2024
Q4 		$426K Buy
+7,227
New +$448K 0.01% 64

Other funds holding VXUS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Orgel Wealth Management's VXUS Position: Q1 2025 in Review

Orgel Wealth Management sold out of Vanguard Total International Stock ETF (VXUS) in Q1 2025, closing a stake of 7,227 shares — an estimated $426K sold.

Orgel Wealth Management first reported a position in VXUS in Q4 2024 and held it in 1 quarter. The position peaked at $426K in Q4 2024. 1,345 funds tracked by Wall St. Rank hold VXUS as of Q1 2025.

  • Orgel Wealth Management reported no remaining Vanguard Total International Stock ETF position as of Q1 2025 after selling out during the quarter.
  • Orgel Wealth Management sold 7,227 Vanguard Total International Stock ETF shares in Q1 2025, an estimated $426K.
  • Orgel Wealth Management first reported a position in Vanguard Total International Stock ETF in Q4 2024 and held it in 1 quarter.
  • Orgel Wealth Management's Vanguard Total International Stock ETF position peaked at $426K in Q4 2024.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2025.

Based on Orgel Wealth Management's 13F filing for Q1 2025, filed 15 Apr 2025.