Synergy Financial Group’s Vanguard Total International Stock ETF VXUS Stock Holding History

Synergy Financial 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	$257K	Sell	3,332 -855	-20%	-$67.9K	0.19%	100
2025 Q4	$316K	Buy	4,187 +29	+0.7%	+$2.17K	0.22%	80
2025 Q3	$305K	Sell	4,158 -76	-2%	-$5.39K	0.21%	88
2025 Q2	$292K	Sell	4,234 -134	-3%	-$8.7K	0.22%	85
2025 Q1	$271K	Buy	4,368 +414	+10%	+$25.6K	0.24%	85
2024 Q4	$233K	Buy	3,954 +49	+1%	+$3.04K	0.19%	91
2024 Q3	$253K	Buy	3,905 +47	+1%	+$2.91K	0.24%	82
2024 Q2	$233K	Buy	+3,858	New	+$233K	0.24%	73

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NBS

Narodna banka Slovenska Bratislava $3.49B AUM

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

WANY

Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Synergy Financial Group's VXUS Position: Q1 2026 in Review

Synergy Financial Group reduced its Vanguard Total International Stock ETF (VXUS) stake by 20% in Q1 2026, selling an estimated $67.9K and leaving 3,332 shares worth $257K. The position accounts for 0.19% of the portfolio, ranked #100.

Synergy Financial Group first reported a position in VXUS in Q2 2024 and has held it in 8 quarters since. The position peaked at $316K in Q4 2025. 1,713 funds tracked by Wall St. Rank hold VXUS as of Q1 2026.

Synergy Financial Group held 3,332 shares of Vanguard Total International Stock ETF worth $257K as of Q1 2026.
Synergy Financial Group sold 855 Vanguard Total International Stock ETF shares in Q1 2026, an estimated $67.9K.
Vanguard Total International Stock ETF made up 0.19% of Synergy Financial Group's portfolio in Q1 2026, its #100 holding.
Synergy Financial Group first reported a position in Vanguard Total International Stock ETF in Q2 2024 and has held it in 8 quarters since.
Synergy Financial Group's Vanguard Total International Stock ETF position peaked at $316K in Q4 2025.
1,713 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2026.

Based on Synergy Financial Group's 13F filing for Q1 2026, filed 15 May 2026.