Plan Group Financial’s Vanguard Total International Stock ETF VXUS Stock Holding History

Plan Group Financial’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	-14,975	Closed	-$882K	–	160
2024 Q4	$882K	Sell	14,975 -463	-3%	-$28.7K	0.47%	52
2024 Q3	$999K	Sell	15,438 -19	-0.1%	-$1.18K	0.53%	41
2024 Q2	$932K	Sell	15,457 -397	-3%	-$24K	0.57%	37
2024 Q1	$956K	Buy	+15,854	New	+$923K	0.63%	35

Other funds holding VXUS

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

HWM

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Plan Group Financial's VXUS Position: Q1 2025 in Review

Plan Group Financial sold out of Vanguard Total International Stock ETF (VXUS) in Q1 2025, closing a stake of 14,975 shares — an estimated $882K sold.

Plan Group Financial first reported a position in VXUS in Q1 2024 and held it in 4 quarters. The position peaked at $999K in Q3 2024. 1,346 funds tracked by Wall St. Rank hold VXUS as of Q1 2025.

Plan Group Financial reported no remaining Vanguard Total International Stock ETF position as of Q1 2025 after selling out during the quarter.
Plan Group Financial sold 14,975 Vanguard Total International Stock ETF shares in Q1 2025, an estimated $882K.
Plan Group Financial first reported a position in Vanguard Total International Stock ETF in Q1 2024 and held it in 4 quarters.
Plan Group Financial's Vanguard Total International Stock ETF position peaked at $999K in Q3 2024.
1,346 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2025.

Based on Plan Group Financial's 13F filing for Q1 2025, filed 9 May 2025.