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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
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 Sell
91,032
-5,119,491
-98% -$286M 2.07% 11
2023
Q1 		$94K Buy
+5,210,523
New +$285M 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

VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NBS
Narodna banka Slovenska Bratislava $3.49B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Summit Wealth Group's VXUS Position: Q1 2026 in Review

Summit Wealth Group reduced its Vanguard Total International Stock ETF (VXUS) stake by 0.89% in Q1 2026, selling an estimated $55.3K and leaving 77,956 shares worth $6.01M. The position accounts for 1.38% of the portfolio, ranked #21.

Summit Wealth Group first reported a position in VXUS in Q4 2019 and has held it in 15 quarters since. 1,716 funds tracked by Wall St. Rank hold VXUS as of Q1 2026.

  • Summit Wealth Group held 77,956 shares of Vanguard Total International Stock ETF worth $6.01M as of Q1 2026.
  • Summit Wealth Group sold 697 Vanguard Total International Stock ETF shares in Q1 2026, an estimated $55.3K.
  • Vanguard Total International Stock ETF made up 1.38% of Summit Wealth Group's portfolio in Q1 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 15 quarters since.
  • 1,716 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.