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

Sugarloaf Wealth Management’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
2024 Q4	$1.01M	Buy	17,181 +3,344	+24%	+$207K	0.19%	58
2024 Q3	$896K	Buy	13,837 +639	+5%	+$39.6K	0.17%	62
2024 Q2	$796K	Buy	13,198 +382	+3%	+$23.1K	0.16%	65
2024 Q1	$773K	Buy	12,816 +1,004	+8%	+$58.4K	0.16%	65
2023 Q4	$685K	Buy	11,812 +363	+3%	+$19.8K	0.17%	67
2023 Q3	$613K	Buy	11,449 +1,279	+13%	+$71.4K	0.15%	68
2023 Q2	$570K	Buy	10,170 +1,479	+17%	+$82.7K	0.13%	76
2023 Q1	$480K	Buy	8,691 +1,189	+16%	+$65K	0.12%	81
2022 Q4	$388K	Buy	7,502 +838	+13%	+$41.9K	0.1%	86
2022 Q3	$308K	Buy	6,664 +1,838	+38%	+$94K	0.08%	96
2022 Q2	$249K	Buy	4,826 +997	+26%	+$55.3K	0.06%	104
2022 Q1	$253K	Buy	3,829 +1,103	+40%	+$67.2K	0.06%	104
2021 Q4	$173K	Buy	2,726 +1,704	+167%	+$109K	0.04%	139
2021 Q3	$65K	Buy	+1,022	New	+$66.7K	0.02%	240
2020 Q1	–	Sell	-1,000	Closed	-$56K	–	743
2019 Q4	$56K	Buy	+1,000	New	+$53.8K	0.02%	238

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 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

Sugarloaf Wealth Management's VXUS Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Vanguard Total International Stock ETF (VXUS) stake by 24% in Q4 2024, buying an estimated $207K and bringing the position to 17,181 shares worth $1.01M. The position accounts for 0.19% of the portfolio, ranked #58.

Sugarloaf Wealth Management first reported a position in VXUS in Q4 2019 and has held it in 15 quarters since. 1,297 funds tracked by Wall St. Rank hold VXUS as of Q4 2024.

Sugarloaf Wealth Management held 17,181 shares of Vanguard Total International Stock ETF worth $1.01M as of Q4 2024.
Sugarloaf Wealth Management bought 3,344 Vanguard Total International Stock ETF shares in Q4 2024, an estimated $207K.
Vanguard Total International Stock ETF made up 0.19% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #58 holding.
Sugarloaf Wealth Management first reported a position in Vanguard Total International Stock ETF in Q4 2019 and has held it in 15 quarters since.
1,297 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.