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Wealthspire Advisors (Maryland)’s Vanguard Total International Stock ETF VXUS Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$46.7M Buy
895,100
+843,169
+1,624% +$44.2M 1.65% 13
2020
Q2 		$2.55M Buy
51,931
+14,222
+38% +$657K 0.18% 84
2020
Q1 		$1.58M Buy
37,709
+31,731
+531% +$1.61M 0.14% 99
2019
Q4 		$333K Buy
+5,978
New +$321K 0.02% 352
2019
Q3 		– Sell
-4,051
Closed -$214K – 485
2019
Q2 		$214K Buy
4,051
+233
+6% +$12.2K 0.02% 420
2019
Q1 		$198K Buy
3,818
+564
+17% +$28.6K 0.01% 439
2018
Q4 		$154K Buy
3,254
+2
+0.1% +$100 0.01% 467
2018
Q3 		$176K Hold
3,252
– – 0.01% 497
2018
Q2 		$176K Buy
3,252
+2
+0.1% +$113 0.02% 502
2018
Q1 		$184K Hold
3,250
– – 0.02% 502
2017
Q4 		$185K Buy
3,250
+2
+0.1% +$112 0.02% 520
2017
Q3 		$178K Buy
3,248
+1,092
+51% +$58.6K 0.02% 510
2017
Q2 		$112K Buy
2,156
+152
+8% +$7.81K 0.01% 655
2017
Q1 		$100K Hold
2,004
– – 0.01% 603
2016
Q4 		$92K Hold
2,004
– – 0.01% 607
2016
Q3 		$95K Hold
2,004
– – 0.01% 583
2016
Q2 		$89K Buy
2,004
+22
+1% +$992 0.01% 553
2016
Q1 		$89K Hold
1,982
– – 0.02% 549
2015
Q4 		$89K Buy
+1,982
New +$91.9K 0.02% 554

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
S
SignatureFD Atlanta, Georgia $6.53B AUM 20.48% 1-Year Est. Return
HB
Homrich & Berg Atlanta, Georgia $4.47B AUM 22.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VXUS Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Vanguard Total International Stock ETF (VXUS) stake by 1,624% in Q3 2020, buying an estimated $44.2M and bringing the position to 895,100 shares worth $46.7M. The position accounts for 1.65% of the portfolio, ranked #13.

Wealthspire Advisors (Maryland) first reported a position in VXUS in Q4 2015 and has held it in 19 quarters since. 552 funds tracked by Wall St. Rank hold VXUS as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 895,100 shares of Vanguard Total International Stock ETF worth $46.7M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 843,169 Vanguard Total International Stock ETF shares in Q3 2020, an estimated $44.2M.
  • Vanguard Total International Stock ETF made up 1.65% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #13 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Vanguard Total International Stock ETF in Q4 2015 and has held it in 19 quarters since.
  • 552 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.