SWTS
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Stonehaven Wealth & Tax Solutions’s Vanguard Total International Stock ETF VXUS Stock Holding History

Stonehaven Wealth & Tax Solutions’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
-9,502
Closed -$560K – 92
2024
Q4 		$560K Buy
+9,502
New +$589K 0.61% 43

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

Stonehaven Wealth & Tax Solutions's VXUS Position: Q1 2025 in Review

Stonehaven Wealth & Tax Solutions sold out of Vanguard Total International Stock ETF (VXUS) in Q1 2025, closing a stake of 9,502 shares — an estimated $560K sold.

Stonehaven Wealth & Tax Solutions first reported a position in VXUS in Q4 2024 and held it in 1 quarter. The position peaked at $560K in Q4 2024. 1,345 funds tracked by Wall St. Rank hold VXUS as of Q1 2025.

  • Stonehaven Wealth & Tax Solutions reported no remaining Vanguard Total International Stock ETF position as of Q1 2025 after selling out during the quarter.
  • Stonehaven Wealth & Tax Solutions sold 9,502 Vanguard Total International Stock ETF shares in Q1 2025, an estimated $560K.
  • Stonehaven Wealth & Tax Solutions first reported a position in Vanguard Total International Stock ETF in Q4 2024 and held it in 1 quarter.
  • Stonehaven Wealth & Tax Solutions's Vanguard Total International Stock ETF position peaked at $560K in Q4 2024.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2025.

Based on Stonehaven Wealth & Tax Solutions's 13F filing for Q1 2025, filed 15 May 2025.