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

Strategic Wealth Management Group’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
2021
Q2 		$4.27M Buy
65,002
+38,538
+146% +$2.52M 1.56% 11
2021
Q1 		$1.66M Buy
+26,464
New +$1.66M 0.63% 24

Other funds holding VXUS

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Strategic Wealth Management Group's VXUS Position: Q2 2021 in Review

Strategic Wealth Management Group increased its Vanguard Total International Stock ETF (VXUS) stake by 146% in Q2 2021, buying an estimated $2.52M and bringing the position to 65,002 shares worth $4.27M. The position accounts for 1.56% of the portfolio, ranked #11.

Strategic Wealth Management Group first reported a position in VXUS in Q1 2021 and has held it in 2 quarters since. 705 funds tracked by Wall St. Rank hold VXUS as of Q2 2021.

  • Strategic Wealth Management Group held 65,002 shares of Vanguard Total International Stock ETF worth $4.27M as of Q2 2021.
  • Strategic Wealth Management Group bought 38,538 Vanguard Total International Stock ETF shares in Q2 2021, an estimated $2.52M.
  • Vanguard Total International Stock ETF made up 1.56% of Strategic Wealth Management Group's portfolio in Q2 2021, its #11 holding.
  • Strategic Wealth Management Group first reported a position in Vanguard Total International Stock ETF in Q1 2021 and has held it in 2 quarters since.
  • 705 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.