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

Summit Wealth 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
2026 Q2	$6.34M	Sell	74,124 -3,832	-5%	-$321K	1.29%	21
2026 Q1	$6.01M	Sell	77,956 -697	-0.9%	-$55.3K	1.38%	21
2025 Q4	$5.93M	Sell	78,653 -587	-0.7%	-$43.8K	1.39%	22
2025 Q3	$5.82M	Sell	79,240 -3,020	-4%	-$214K	1.41%	22
2025 Q2	$5.68M	Sell	82,260 -5,763	-7%	-$374K	1.46%	21
2025 Q1	$5.47M	Buy	88,023 +2,650	+3%	+$164K	1.6%	18
2024 Q4	$5.03M	Sell	85,373 -1,558	-2%	-$96.5K	1.46%	20
2024 Q3	$5.63M	Sell	86,931 -1,030	-1%	-$63.8K	1.62%	18
2024 Q2	$5.3M	Buy	+87,961	New	+$5.31M	1.59%	16
2023 Q3	–	Sell	-91,032	Closed	-$5.11M	–	80
2023 Q2	$5.11M	Buy	91,032 +89,329	+5,245%	+$5M	2.07%	11
2023 Q1	$94K	Buy	+1,703	New	+$93.1K	2.24%	9
2021 Q1	–	Sell	-81,741	Closed	-$4.92M	–	222
2020 Q4	$4.92M	Sell	81,741 -2,282	-3%	-$128K	3.09%	12
2020 Q3	$4.38M	Sell	84,023 -2,675	-3%	-$140K	3.81%	9
2020 Q2	$4.26M	Buy	86,698 +44,788	+107%	+$2.07M	3.9%	9
2020 Q1	$1.76M	Buy	41,910 +19,503	+87%	+$991K	1.78%	13
2019 Q4	$1.25M	Buy	+22,407	New	+$1.2M	1.18%	13

Other funds holding VXUS

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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 Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Summit Wealth Group's VXUS Position: Q2 2026 in Review

Summit Wealth Group reduced its Vanguard Total International Stock ETF (VXUS) stake by 4.9% in Q2 2026, selling an estimated $321K and leaving 74,124 shares worth $6.34M. The position accounts for 1.29% of the portfolio, ranked #21.

Summit Wealth Group first reported a position in VXUS in Q4 2019 and has held it in 16 quarters since. 1,842 funds tracked by Wall St. Rank hold VXUS as of Q2 2026.

Summit Wealth Group held 74,124 shares of Vanguard Total International Stock ETF worth $6.34M as of Q2 2026.
Summit Wealth Group sold 3,832 Vanguard Total International Stock ETF shares in Q2 2026, an estimated $321K.
Vanguard Total International Stock ETF made up 1.29% of Summit Wealth Group's portfolio in Q2 2026, its #21 holding.
Summit Wealth Group first reported a position in Vanguard Total International Stock ETF in Q4 2019 and has held it in 16 quarters since.
1,842 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.