Tiedemann Advisors’s Vanguard Total International Stock ETF VXUS Stock Holding History

Tiedemann Advisors’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
2023 Q3	$1.8M	Hold	33,691	–	–	0.08%	81
2023 Q2	$1.89M	Hold	33,691	–	–	0.08%	78
2023 Q1	$1.86M	Hold	33,691	–	–	0.08%	79
2022 Q4	$1.74M	Sell	33,691 -13,716	-29%	-$686K	0.08%	85
2022 Q3	$2.17M	Hold	47,407	–	–	0.13%	71
2022 Q2	$2.45M	Hold	47,407	–	–	0.18%	62
2022 Q1	$2.83M	Sell	47,407 -1,947	-4%	-$119K	0.14%	73
2021 Q4	$3.14M	Sell	49,354 -5,916	-11%	-$380K	0.15%	72
2021 Q3	$3.5M	Sell	55,270 -13,678	-20%	-$893K	0.19%	61
2021 Q2	$4.53M	Buy	68,948 +3,064	+5%	+$201K	0.18%	64
2021 Q1	$4.13M	Buy	65,884 +447	+0.7%	+$28K	0.18%	64
2020 Q4	$3.94M	Sell	65,437 -7,292	-10%	-$410K	0.19%	60
2020 Q3	$3.79M	Sell	72,729 -4,854	-6%	-$255K	0.18%	74
2020 Q2	$3.82M	Sell	77,583 -19,967	-20%	-$923K	0.2%	75
2020 Q1	$4.09M	Sell	97,550 -27,736	-22%	-$1.41M	0.26%	64
2019 Q4	$6.98M	Buy	125,286 +8,605	+7%	+$463K	0.33%	55
2019 Q3	$6.03M	Buy	116,681 +18,598	+19%	+$959K	0.29%	64
2019 Q2	$5.17M	Hold	98,083	–	–	0.26%	64
2019 Q1	$5.09M	Hold	98,083	–	–	0.24%	69
2018 Q4	$4.63M	Sell	98,083 -31,513	-24%	-$1.57M	0.24%	73
2018 Q3	$7.03M	Buy	+129,596	New	+$7.02M	0.42%	54

Other funds holding VXUS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WANY

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

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

Tiedemann Advisors's VXUS Position: Q3 2023 in Review

Tiedemann Advisors held its Vanguard Total International Stock ETF (VXUS) position steady in Q3 2023 at 33,691 shares worth $1.8M. The position accounts for 0.08% of the portfolio, ranked #81.

Tiedemann Advisors first reported a position in VXUS in Q3 2018 and has held it in 21 quarters since. The position peaked at $7.03M in Q3 2018. 979 funds tracked by Wall St. Rank hold VXUS as of Q3 2023.

Tiedemann Advisors held 33,691 shares of Vanguard Total International Stock ETF worth $1.8M as of Q3 2023.
Tiedemann Advisors left its Vanguard Total International Stock ETF share count unchanged in Q3 2023.
Vanguard Total International Stock ETF made up 0.08% of Tiedemann Advisors's portfolio in Q3 2023, its #81 holding.
Tiedemann Advisors first reported a position in Vanguard Total International Stock ETF in Q3 2018 and has held it in 21 quarters since.
Tiedemann Advisors's Vanguard Total International Stock ETF position peaked at $7.03M in Q3 2018.
979 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.