TW
VXUS icon

Transform Wealth’s Vanguard Total International Stock ETF VXUS Stock Holding History

Transform Wealth’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
Q1 		$791K Buy
12,742
+2,212
+21% +$137K 0.05% 145
2024
Q4 		$621K Buy
10,530
+2,417
+30% +$150K 0.03% 160
2024
Q3 		$525K Buy
8,113
+2,637
+48% +$163K 0.03% 147
2024
Q2 		$330K Buy
5,476
+1,793
+49% +$108K 0.02% 173
2024
Q1 		$222K Buy
+3,683
New +$214K 0.02% 210

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 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
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Transform Wealth's VXUS Position: Q1 2025 in Review

Transform Wealth increased its Vanguard Total International Stock ETF (VXUS) stake by 21% in Q1 2025, buying an estimated $137K and bringing the position to 12,742 shares worth $791K. The position accounts for 0.05% of the portfolio, ranked #145.

Transform Wealth first reported a position in VXUS in Q1 2024 and has held it in 5 quarters since. 1,345 funds tracked by Wall St. Rank hold VXUS as of Q1 2025.

  • Transform Wealth held 12,742 shares of Vanguard Total International Stock ETF worth $791K as of Q1 2025.
  • Transform Wealth bought 2,212 Vanguard Total International Stock ETF shares in Q1 2025, an estimated $137K.
  • Vanguard Total International Stock ETF made up 0.05% of Transform Wealth's portfolio in Q1 2025, its #145 holding.
  • Transform Wealth first reported a position in Vanguard Total International Stock ETF in Q1 2024 and has held it in 5 quarters since.
  • 1,345 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.