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VXUS icon

Surevest’s Vanguard Total International Stock ETF VXUS Stock Holding History

Surevest’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
2022
Q3 		$211K Buy
4,618
+3,732
+421% +$191K 0.06% 136
2022
Q2 		$46K Buy
+886
New +$49.2K 0.01% 206

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Surevest's VXUS Position: Q3 2022 in Review

Surevest increased its Vanguard Total International Stock ETF (VXUS) stake by 421% in Q3 2022, buying an estimated $191K and bringing the position to 4,618 shares worth $211K. The position accounts for 0.06% of the portfolio, ranked #136.

Surevest first reported a position in VXUS in Q2 2022 and has held it in 2 quarters since. 828 funds tracked by Wall St. Rank hold VXUS as of Q3 2022.

  • Surevest held 4,618 shares of Vanguard Total International Stock ETF worth $211K as of Q3 2022.
  • Surevest bought 3,732 Vanguard Total International Stock ETF shares in Q3 2022, an estimated $191K.
  • Vanguard Total International Stock ETF made up 0.06% of Surevest's portfolio in Q3 2022, its #136 holding.
  • Surevest first reported a position in Vanguard Total International Stock ETF in Q2 2022 and has held it in 2 quarters since.
  • 828 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.