SIM
VXUS icon

Synergy Investment Management’s Vanguard Total International Stock ETF VXUS Stock Holding History

Synergy Investment 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
2025
Q2 		– Sell
-190
Closed -$11.8K – 566
2025
Q1 		$11.8K Hold
190
– – ﹤0.01% 368
2024
Q4 		$11.2K Buy
+190
New +$11.8K ﹤0.01% 382

Other funds holding VXUS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Synergy Investment Management's VXUS Position: Q2 2025 in Review

Synergy Investment Management sold out of Vanguard Total International Stock ETF (VXUS) in Q2 2025, closing a stake of 190 shares — an estimated $11.8K sold.

Synergy Investment Management first reported a position in VXUS in Q4 2024 and held it in 2 quarters. The position peaked at $11.8K in Q1 2025. 1,401 funds tracked by Wall St. Rank hold VXUS as of Q2 2025.

  • Synergy Investment Management reported no remaining Vanguard Total International Stock ETF position as of Q2 2025 after selling out during the quarter.
  • Synergy Investment Management sold 190 Vanguard Total International Stock ETF shares in Q2 2025, an estimated $11.8K.
  • Synergy Investment Management first reported a position in Vanguard Total International Stock ETF in Q4 2024 and held it in 2 quarters.
  • Synergy Investment Management's Vanguard Total International Stock ETF position peaked at $11.8K in Q1 2025.
  • 1,401 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q2 2025.

Based on Synergy Investment Management's 13F filing for Q2 2025, filed 11 Aug 2025.