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

Safeguard 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	$617K	Sell	9,928 -51	-0.5%	-$3.15K	0.14%	54
2024 Q4	$588K	Buy	9,979 +10	+0.1%	+$619	0.13%	58
2024 Q3	$645K	Buy	9,969 +1,150	+13%	+$71.2K	0.15%	54
2024 Q2	$532K	Buy	8,819 +759	+9%	+$45.8K	0.15%	59
2024 Q1	$486K	Sell	8,060 -6,456	-44%	-$376K	0.16%	52
2023 Q4	$841K	Buy	14,516 +6,054	+72%	+$331K	0.32%	31
2023 Q3	$453K	Buy	8,462 +4,174	+97%	+$233K	0.22%	46
2023 Q2	$240K	Buy	+4,288	New	+$240K	0.12%	59
2022 Q3	–	Sell	-4,906	Closed	-$253K	–	52
2022 Q2	$253K	Sell	4,906 -1,472	-23%	-$81.7K	0.3%	39
2022 Q1	$381K	Buy	+6,378	New	+$388K	0.57%	33

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

Safeguard Financial's VXUS Position: Q1 2025 in Review

Safeguard Financial reduced its Vanguard Total International Stock ETF (VXUS) stake by 0.51% in Q1 2025, selling an estimated $3.15K and leaving 9,928 shares worth $617K. The position accounts for 0.14% of the portfolio, ranked #54.

Safeguard Financial first reported a position in VXUS in Q1 2022 and has held it in 10 quarters since. The position peaked at $841K in Q4 2023. 1,345 funds tracked by Wall St. Rank hold VXUS as of Q1 2025.

Safeguard Financial held 9,928 shares of Vanguard Total International Stock ETF worth $617K as of Q1 2025.
Safeguard Financial sold 51 Vanguard Total International Stock ETF shares in Q1 2025, an estimated $3.15K.
Vanguard Total International Stock ETF made up 0.14% of Safeguard Financial's portfolio in Q1 2025, its #54 holding.
Safeguard Financial first reported a position in Vanguard Total International Stock ETF in Q1 2022 and has held it in 10 quarters since.
Safeguard Financial's Vanguard Total International Stock ETF position peaked at $841K in Q4 2023.
1,345 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.