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PlanVest Financial’s Vanguard Total International Stock ETF VXUS Stock Holding History

PlanVest 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
2026
Q2 		$86.6K Buy
1,013
+666
+192% +$55.8K 0.06% 168
2026
Q1 		$26.8K Buy
+347
New +$27.5K 0.02% 287

Other funds holding VXUS

Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

PlanVest Financial's VXUS Position: Q2 2026 in Review

PlanVest Financial increased its Vanguard Total International Stock ETF (VXUS) stake by 192% in Q2 2026, buying an estimated $55.8K and bringing the position to 1,013 shares worth $86.6K. The position accounts for 0.06% of the portfolio, ranked #168.

PlanVest Financial first reported a position in VXUS in Q1 2026 and has held it in 2 quarters since. 1,777 funds tracked by Wall St. Rank hold VXUS as of Q2 2026.

  • PlanVest Financial held 1,013 shares of Vanguard Total International Stock ETF worth $86.6K as of Q2 2026.
  • PlanVest Financial bought 666 Vanguard Total International Stock ETF shares in Q2 2026, an estimated $55.8K.
  • Vanguard Total International Stock ETF made up 0.06% of PlanVest Financial's portfolio in Q2 2026, its #168 holding.
  • PlanVest Financial first reported a position in Vanguard Total International Stock ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,777 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.