WF
VXUS icon

Whelan Financial’s Vanguard Total International Stock ETF VXUS Stock Holding History

Whelan Financial’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
2022
Q2 		– Sell
-14,006
Closed -$837K – 27
2022
Q1 		$837K Buy
+14,006
New +$853K 0.52% 12

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Whelan Financial's VXUS Position: Q2 2022 in Review

Whelan Financial sold out of Vanguard Total International Stock ETF (VXUS) in Q2 2022, closing a stake of 14,006 shares — an estimated $837K sold.

Whelan Financial first reported a position in VXUS in Q1 2022 and held it in 1 quarter. The position peaked at $837K in Q1 2022. 852 funds tracked by Wall St. Rank hold VXUS as of Q2 2022.

  • Whelan Financial reported no remaining Vanguard Total International Stock ETF position as of Q2 2022 after selling out during the quarter.
  • Whelan Financial sold 14,006 Vanguard Total International Stock ETF shares in Q2 2022, an estimated $837K.
  • Whelan Financial first reported a position in Vanguard Total International Stock ETF in Q1 2022 and held it in 1 quarter.
  • Whelan Financial's Vanguard Total International Stock ETF position peaked at $837K in Q1 2022.
  • 852 funds tracked by Wall St. Rank held Vanguard Total International Stock ETF as of Q2 2022.

Based on Whelan Financial's 13F filing for Q2 2022, filed 18 Jul 2022.