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

SVA 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
2020
Q4 		$116M Buy
1,928,011
+720,713
+60% +$40.6M 10.11% 2
2020
Q3 		$63M Buy
1,207,298
+176,052
+17% +$9.23M 6.24% 3
2020
Q2 		$50.7M Buy
1,031,246
+44,258
+4% +$2.05M 5.41% 4
2020
Q1 		$41.4M Buy
986,988
+100,084
+11% +$5.08M 4.75% 5
2019
Q4 		$49.4M Sell
886,904
-22,803
-3% -$1.23M 4.53% 6
2019
Q3 		$47M Buy
909,707
+7,924
+0.9% +$409K 4.61% 6
2019
Q2 		$47.6M Buy
901,783
+24,915
+3% +$1.3M 4.68% 6
2019
Q1 		$45.5M Buy
876,868
+158,712
+22% +$8.05M 4.4% 6
2018
Q4 		$33.9M Sell
718,156
-23,877
-3% -$1.19M 3.81% 6
2018
Q3 		$40.1M Buy
742,033
+68,868
+10% +$3.73M 4.07% 5
2018
Q2 		$36.4M Buy
673,165
+665,665
+8,876% +$37.6M 3.93% 6
2018
Q1 		$410K Sell
7,500
-37,836
-83% -$2.19M 0.05% 155
2017
Q4 		$2.58M Buy
45,336
+37,836
+504% +$2.11M 0.3% 82
2017
Q3 		$410K Hold
7,500
– – 0.05% 155
2017
Q2 		$390K Buy
+7,500
New +$385K 0.05% 152
2015
Q2 		– Sell
-54,925
Closed -$2.77M – 211
2015
Q1 		$2.77M Hold
54,925
– – 0.5% 69
2014
Q4 		$2.65M Buy
54,925
+9,378
+21% +$466K 0.96% 26
2014
Q3 		$2.32M Buy
45,547
+3,705
+9% +$198K 0.99% 28
2014
Q2 		$2.27M Buy
+41,842
New +$2.23M 0.97% 26

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
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

SVA Wealth Management's VXUS Position: Q4 2020 in Review

SVA Wealth Management increased its Vanguard Total International Stock ETF (VXUS) stake by 60% in Q4 2020, buying an estimated $40.6M and bringing the position to 1,928,011 shares worth $116M. The position accounts for 10.11% of the portfolio, ranked #2.

SVA Wealth Management first reported a position in VXUS in Q2 2014 and has held it in 19 quarters since. 633 funds tracked by Wall St. Rank hold VXUS as of Q4 2020.

  • SVA Wealth Management held 1,928,011 shares of Vanguard Total International Stock ETF worth $116M as of Q4 2020.
  • SVA Wealth Management bought 720,713 Vanguard Total International Stock ETF shares in Q4 2020, an estimated $40.6M.
  • Vanguard Total International Stock ETF made up 10.11% of SVA Wealth Management's portfolio in Q4 2020, its #2 holding.
  • SVA Wealth Management first reported a position in Vanguard Total International Stock ETF in Q2 2014 and has held it in 19 quarters since.
  • 633 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.