Holdings Channel
VXUS Holdings Changes image
This page summarizes the VXUS holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether VXUS is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing VXUS Share Count
Fortis Group Advisors LLC 146 11,215 +11,069 +7581.51%
Gradient Investments LLC 343 10,839 +10,496 +3060.06%
ST Germain D J Co. Inc. 781 8,875 +8,094 +1036.36%
Signaturefd LLC 551,686 2,864,466 +2,312,780 +419.22%
Brown Advisory Inc. 15,079 58,599 +43,520 +288.61%
Executive Wealth Group LLC 15,656 46,993 +31,337 +200.16%
Sigma Planning Corp 8,943 24,831 +15,888 +177.66%
Mission Wealth Management LP 15,851 42,787 +26,936 +169.93%
OneAscent Financial Services LLC 32,599 83,635 +51,036 +156.56%
Whitaker Myers Wealth Managers LTD. 8,798 18,150 +9,352 +106.30%
Sowell Financial Services LLC 191,822 388,463 +196,641 +102.51%
FinTrust Capital Advisors LLC 682 1,330 +648 +95.01%
Selective Wealth Management Inc. 8,912 17,349 +8,437 +94.67%
Retirement Planning Group 10,546 20,333 +9,787 +92.80%
Strategies Wealth Advisors LLC 8,129 13,829 +5,700 +70.12%
Sawyer & Company Inc 554 924 +370 +66.79%
Upper Left Wealth Management LLC 7,947 12,803 +4,856 +61.10%
Spire Wealth Management 22,413 34,879 +12,466 +55.62%
Twin Peaks Wealth Advisors LLC 10,793 16,478 +5,685 +52.67%
Smith Chas P & Associates PA Cpas 4,282 6,500 +2,218 +51.80%
SOA Wealth Advisors LLC. 495 744 +249 +50.30%
Regions Financial Corp 10,737 15,737 +5,000 +46.57%
Lincoln National Corp 42,649 61,668 +19,019 +44.59%
Dynamic Advisor Solutions LLC 27,687 39,828 +12,141 +43.85%
Evanson Asset Management LLC 37,159 52,898 +15,739 +42.36%
Allen Mooney & Barnes Investment Advisors LLC 17,216 24,486 +7,270 +42.23%
Wealthfront Advisers LLC 83,804 115,325 +31,521 +37.61%
Professional Financial Advisors LLC 166,229 227,893 +61,664 +37.10%
StoneX Group Inc. 11,318 15,160 +3,842 +33.95%
BOK Financial Private Wealth Inc. 646,312 853,451 +207,139 +32.05%
JMG Financial Group Ltd. 3,502 4,609 +1,107 +31.61%
Private Ocean LLC 41,836 54,220 +12,384 +29.60%
Glassman Wealth Services 22,378 28,954 +6,576 +29.39%
Tanager Wealth Management LLP 62,912 81,286 +18,374 +29.21%
Essex Financial Services Inc. 31,052 39,680 +8,628 +27.79%
Bromfield Sneider Wealth Advisors 5,958 7,549 +1,591 +26.70%
Corrigan Financial Inc. 425,314 537,647 +112,333 +26.41%
Sunesis Advisors LLC 111,032 139,809 +28,777 +25.92%
Summit Financial LLC 26,852 33,528 +6,676 +24.86%
Sageworth Trust Co of South Dakota 38,917 48,176 +9,259 +23.79%
Absolute Capital Management LLC 9,690 11,989 +2,299 +23.73%
Fonville Wealth Management LLC 14,759 18,160 +3,401 +23.04%
Willis Johnson & Associates Inc. 3,666 4,438 +772 +21.06%
Total Clarity Wealth Management Inc. 56,363 68,214 +11,851 +21.03%
Apollon Wealth Management LLC 5,735 6,903 +1,168 +20.37%
Gerber LLC 4,317 5,185 +868 +20.11%
Mayport LLC 34,811 41,782 +6,971 +20.03%
Fifth Third Bancorp 47,615 57,103 +9,488 +19.93%
Inlet Private Wealth LLC 5,022 6,022 +1,000 +19.91%
Raymond James Financial Services Advisors Inc. 1,146,603 1,356,139 +209,536 +18.27%
Starfox Financial Services LLC 6,717 7,912 +1,195 +17.79%
Falcon Wealth Planning 5,123 6,017 +894 +17.45%
Von Berge Wealth Management Group LLC 18,338 21,518 +3,180 +17.34%
Roble Belko & Company Inc 665,889 774,103 +108,214 +16.25%
Clarius Group LLC 34,614 40,240 +5,626 +16.25%
Traveka Wealth LLC 14,074 16,336 +2,262 +16.07%
Wesbanco Bank Inc. 10,202 11,814 +1,612 +15.80%
GFS Advisors LLC 87,150 100,890 +13,740 +15.77%
Stratos Wealth Partners LTD. 206,181 238,374 +32,193 +15.61%
Park Avenue Securities LLC 18,885 21,802 +2,917 +15.45%
Brookstone Capital Management 71,105 81,959 +10,854 +15.26%
Charter Oak Capital Management LLC 780,427 899,115 +118,688 +15.21%
Smartleaf Asset Management LLC 3,821 4,388 +567 +14.84%
O ROURKE & COMPANY Inc 5,924 6,799 +875 +14.77%
Sovereign Financial Group Inc. 4,953 5,675 +722 +14.58%
North Star Investment Management Corp. 33,976 38,545 +4,569 +13.45%
Zhang Financial LLC 909,980 1,020,460 +110,480 +12.14%
Carl Stuart Investment Advisor Inc. 228,501 256,202 +27,701 +12.12%
Aspire Private Capital LLC 12,101 13,549 +1,448 +11.97%
Joel Isaacson & Co. LLC 130,924 146,396 +15,472 +11.82%
MontVue Capital Management Inc. 115,839 129,298 +13,459 +11.62%
Claro Advisors LLC 7,880 8,764 +884 +11.22%
Columbus Macro LLC 8,319 9,230 +911 +10.95%
Johnson & White Wealth Management LLC 4,057 4,500 +443 +10.92%
Krueger & Catalano Capital Partners LLC 69,370 76,755 +7,385 +10.65%
Traynor Capital Management Inc. 19,671 21,735 +2,064 +10.49%
Clear Creek Financial Management LLC 5,341 5,901 +560 +10.48%
High Net Worth Advisory Group LLC 5,204 5,740 +536 +10.30%
Huntington National Bank 22,153 24,303 +2,150 +9.71%
Valeo Financial Advisors LLC 41,799 45,832 +4,033 +9.65%
Wealthcare Advisory Partners LLC 12,494 13,695 +1,201 +9.61%
Apella Capital LLC 174,926 190,976 +16,050 +9.18%
Mather Group LLC. 22,841 24,906 +2,065 +9.04%
Carmichael Hill & Associates Inc. 344 375 +31 +9.01%
Empower Advisory Group LLC 32,920 35,852 +2,932 +8.91%
Keating Wealth Management LLC 219,975 239,262 +19,287 +8.77%
Root Financial Partners LLC 46,567 50,623 +4,056 +8.71%
Capital Investment Advisors LLC 3,981 4,325 +344 +8.64%
Pitti Group Wealth Management LLC 8,739 9,494 +755 +8.64%
Sugarloaf Wealth Management LLC 11,812 12,816 +1,004 +8.50%
Mitchell Mcleod Pugh & Williams Inc. 19,343 20,977 +1,634 +8.45%
Financial Architects LLC 67,765 73,310 +5,545 +8.18%
Fort Henry Capital LLC 22,373 24,156 +1,783 +7.97%
Rappaport Reiches Capital Management LLC 5,091 5,496 +405 +7.96%
Walker Financial Services Inc. 72,403 78,120 +5,717 +7.90%
Shepherd Financial Partners LLC 39,578 42,578 +3,000 +7.58%
Breakwater Capital Group 5,180 5,564 +384 +7.41%
Standpoint Asset Management LLC 524,300 562,600 +38,300 +7.30%
Northwest Capital Management Inc 1,671 1,792 +121 +7.24%
Hall Laurie J Trustee 23,514 25,214 +1,700 +7.23%
Bridgewater Advisors Inc. 10,357 11,102 +745 +7.19%
Melfa Wealth Management LLC 11,243 12,027 +784 +6.97%
Chevy Chase Trust Holdings Inc. 8,764 9,372 +608 +6.94%
Wetzel Investment Advisors Inc. 44,784 47,878 +3,094 +6.91%
Principle Wealth Partners LLC 44,528 47,572 +3,044 +6.84%
Stratos Wealth Advisors LLC 102,529 109,454 +6,925 +6.75%
Nikulski Financial Inc. 42,969 45,830 +2,861 +6.66%
Sage Investment Advisers LLC 29,740 31,720 +1,980 +6.66%
CAPROCK Group Inc. 524,170 558,831 +34,661 +6.61%
Benjamin F. Edwards & Company Inc. 5,677 6,047 +370 +6.52%
Cedar Brook Financial Partners LLC 44,224 47,044 +2,820 +6.38%
Proffitt & Goodson Inc. 32,620 34,662 +2,042 +6.26%
Schulz Wealth LTD. 126,809 134,743 +7,934 +6.26%
Arkadios Wealth Advisors 126,560 134,331 +7,771 +6.14%
Asset Dedication LLC 5,724 6,074 +350 +6.11%
N.E.W. Advisory Services LLC 80,047 84,910 +4,863 +6.08%
Successful Portfolios LLC 19,798 20,997 +1,199 +6.06%
Cambridge Advisors Inc. 15,609 16,534 +925 +5.93%
West Paces Advisors Inc. 2,189 2,318 +129 +5.89%
Cambridge Investment Research Advisors Inc. 6,216,817 6,580,553 +363,736 +5.85%
Larson Financial Group LLC 13,553 14,340 +787 +5.81%
Magnus Financial Group LLC 6,846 7,220 +374 +5.46%
Altiora Financial Group LLC 78,532 82,778 +4,246 +5.41%
Nelson Van Denburg & Campbell Wealth Management Group LLC 97,207 102,442 +5,235 +5.39%
Northstar Group Inc. 55,761 58,691 +2,930 +5.25%
M3 Advisory Group LLC 11,382 11,978 +596 +5.24%
Applied Capital LLC 117,997 124,162 +6,165 +5.22%
Private Trust Co. NA 20,308 21,349 +1,041 +5.13%
NorthCrest Asset Manangement LLC 35,275 37,061 +1,786 +5.06%
CRA Financial Services LLC 7,534 7,909 +375 +4.98%
Proequities Inc. 81,457 85,501 +4,044 +4.96%
TFC Financial Management 2,564 2,690 +126 +4.91%
Burns J W & Co. Inc. NY 40,178 42,094 +1,916 +4.77%
Cyndeo Wealth Partners LLC 21,699 22,733 +1,034 +4.77%
180 Wealth Advisors LLC 5,164 5,410 +246 +4.76%
Curran Financial Partners LLC 120,736 126,477 +5,741 +4.76%
Register Financial Advisors LLC 68,020 71,123 +3,103 +4.56%
SignalPoint Asset Management LLC 3,948 4,114 +166 +4.20%
Leonard Rickey Investment Advisors P.L.L.C. 229,155 238,697 +9,542 +4.16%
Lynch & Associates IN 30,670 31,929 +1,259 +4.10%
Rooted Wealth Advisors Inc. 8,874 9,238 +364 +4.10%
First PREMIER Bank 3,873 4,029 +156 +4.03%
HT Partners LLC 5,825 6,049 +224 +3.85%
Culbertson A N & Co. Inc. 28,905 29,975 +1,070 +3.70%
Gleason Group Inc. 536,951 556,299 +19,348 +3.60%
Navalign LLC 96,264 99,518 +3,254 +3.38%
Soltis Investment Advisors LLC 4,194 4,335 +141 +3.36%
CWS Financial Advisors LLC 158,681 163,616 +4,935 +3.11%
Auxano Advisors LLC 14,037 14,466 +429 +3.06%
Strategic Blueprint LLC 5,033 5,184 +151 +3.00%
Wiser Wealth Management Inc 26,129 26,901 +772 +2.95%
St. Louis Trust Co 837,132 861,642 +24,510 +2.93%
Clarity Wealth Advisors LLC 180,251 185,502 +5,251 +2.91%
Ausdal Financial Partners Inc. 58,230 59,784 +1,554 +2.67%
Investment Research & Advisory Group Inc. 17,460 17,915 +455 +2.61%
Pasadena Private Wealth LLC 10,596 10,870 +274 +2.59%
9258 Wealth Management LLC 224,308 230,092 +5,784 +2.58%
FIDELIS iM LLC 265,431 272,272 +6,841 +2.58%
HTLF Bank 43,494 44,612 +1,118 +2.57%
Kathmere Capital Management LLC 9,325 9,558 +233 +2.50%
Patriot Investment Management Inc. 24,194 24,776 +582 +2.41%
Anderson Fisher LLC 26,650 27,286 +636 +2.39%
Warner Financial Inc. 50,102 51,258 +1,156 +2.31%
Sage Mountain Advisors LLC 211,219 216,003 +4,784 +2.26%
Phillips Financial Management LLC 639,907 654,097 +14,190 +2.22%
Soundmark Wealth Management LLC 11,530 11,785 +255 +2.21%
Allworth Financial LP 217,056 221,823 +4,767 +2.20%
HB Wealth Management LLC 5,007,552 5,113,471 +105,919 +2.12%
Legacy Private Trust Co. 183,279 187,058 +3,779 +2.06%
WBH Advisory Inc. 460,834 469,975 +9,141 +1.98%
Swisher Financial Concepts Inc. 7,034 7,171 +137 +1.95%
Madison Park Capital Advisors LLC 112,914 115,090 +2,176 +1.93%
Bank of New York Mellon Corp 54,502 55,525 +1,023 +1.88%
Investment Advisory Group LLC 17,115 17,433 +318 +1.86%
Dakota Wealth Management 512,779 522,211 +9,432 +1.84%
Hyperion Partners LLC 145,186 147,784 +2,598 +1.79%
Revolve Wealth Partners LLC 59,713 60,765 +1,052 +1.76%
SOL Capital Management CO 74,983 76,278 +1,295 +1.73%
Garrett Investment Advisors LLC 20,457 20,804 +347 +1.70%
Adviser Investments LLC 75,790 77,063 +1,273 +1.68%
Towneley Capital Management Inc DE 764,533 777,027 +12,494 +1.63%
Global Trust Asset Management LLC 81,045 82,355 +1,310 +1.62%
Kovack Advisors Inc. 10,660 10,831 +171 +1.60%
First Horizon Advisors Inc. 143,439 145,719 +2,280 +1.59%
Sloy Dahl & Holst LLC 5,496 5,583 +87 +1.58%
Mayflower Financial Advisors LLC 24,968 25,347 +379 +1.52%
Madden Advisory Services Inc. 67,231 68,234 +1,003 +1.49%
Peak Financial Management Inc. 561,254 569,603 +8,349 +1.49%
Peoples Financial Services CORP. 20,737 21,037 +300 +1.45%
Nicholas Hoffman & Company LLC. 129,657 131,535 +1,878 +1.45%
Axiom Financial Strategies LLC 261,700 265,305 +3,605 +1.38%
Papp L Roy & Associates 3,581 3,630 +49 +1.37%
Center for Financial Planning Inc. 141,320 143,203 +1,883 +1.33%
Bluestem Financial Advisors LLC 14,050 14,236 +186 +1.32%
Private Advisor Group LLC 451,351 457,258 +5,907 +1.31%
Klingman & Associates LLC 7,633 7,733 +100 +1.31%
Sunflower Bank N.A. 1,070,602 1,084,440 +13,838 +1.29%
Natixis Advisors L.P. 431,366 436,890 +5,524 +1.28%
Signature Securities Group Corporation 25,079 25,394 +315 +1.26%
Cary Street Partners Investment Advisory LLC 4,944 5,004 +60 +1.21%
J.W. Cole Advisors Inc. 43,869 44,394 +525 +1.20%
Bogart Wealth LLC 1,130,401 1,143,870 +13,469 +1.19%
Kathleen S. Wright Associates Inc. 16,142 16,326 +184 +1.14%
Beacon Bridge Wealth Partners LLC 21,205 21,438 +233 +1.10%
Cahaba Wealth Management Inc. 469,439 474,575 +5,136 +1.09%
Foster Group Inc. 4,388 4,436 +48 +1.09%
BCS Wealth Management 17,138 17,320 +182 +1.06%
Sageworth Trust Co 3,339,072 3,374,286 +35,214 +1.05%
Patriot Financial Group Insurance Agency LLC 17,536 17,718 +182 +1.04%
Parkside Financial Bank & Trust 40,501 40,885 +384 +0.95%
Miracle Mile Advisors LLC 90,891 91,741 +850 +0.94%
Financial Freedom LLC 3,925 3,962 +37 +0.94%
Opinicus Capital Inc. 5,002 5,047 +45 +0.90%
KFA Private Wealth Group LLC 30,025 30,290 +265 +0.88%
Symphony Financial Ltd. Co. 6,946 7,004 +58 +0.84%
25 LLC 502,020 506,222 +4,202 +0.84%
Commerce Bank 8,715 8,772 +57 +0.65%
Trueblood Wealth Management LLC 13,296 13,383 +87 +0.65%
Hanlon Investment Management Inc. 15,981 16,078 +97 +0.61%
Clarity Capital Advisors LLC 36,856 37,081 +225 +0.61%
Bellevue Asset Management LLC 166 167 +1 +0.60%
Arbor Wealth Advisors LLC 274,511 276,111 +1,600 +0.58%
Kaye Capital Management 98,717 99,273 +556 +0.56%
EnRich Financial Partners LLC 4,450 4,475 +25 +0.56%
Austin Private Wealth LLC 8,918 8,965 +47 +0.53%
Wedmont Private Capital 44,294 44,507 +213 +0.48%
CGC Financial Services LLC 687 690 +3 +0.44%
Country Club Bank GFN 1,042,270 1,046,767 +4,497 +0.43%
Retirement Group LLC 462 464 +2 +0.43%
WFA Asset Management Corp 1,200 1,205 +5 +0.42%
Newbridge Financial Services Group Inc. 999 1,003 +4 +0.40%
Creative Financial Designs Inc. ADV 2,069 2,077 +8 +0.39%
Cairn Investment Group Inc. 284,746 285,836 +1,090 +0.38%
First Pacific Financial 1,824 1,831 +7 +0.38%
Oxler Private Wealth LLC 5,025 5,044 +19 +0.38%
Planning Capital Management Corp 262 263 +1 +0.38%
NBC Securities Inc. 3,797 3,811 +14 +0.37%
Hollencrest Capital Management 23,667 23,754 +87 +0.37%
Macroview Investment Management LLC 11,014 11,055 +41 +0.37%
Family Firm Inc. 4,272 4,288 +16 +0.37%
Proficio Capital Partners LLC 15,741 15,800 +59 +0.37%
Bridge Creek Capital Management LLC 5,613 5,633 +20 +0.36%
Mayfair Advisory Group LLC 6,067 6,089 +22 +0.36%
Marks Group Wealth Management Inc 6,406 6,429 +23 +0.36%
Fairman Group LLC 2,758 2,768 +10 +0.36%
Brooklyn FI LLC 162,116 162,678 +562 +0.35%
Callan Capital LLC 52,431 52,605 +174 +0.33%
Wealth Effects LLC 6,571 6,593 +22 +0.33%
BetterWealth LLC 6,837 6,858 +21 +0.31%
Crescent Grove Advisors LLC 48,837 48,979 +142 +0.29%
Rise Advisors LLC 682 684 +2 +0.29%
Onyx Bridge Wealth Group LLC 11,428 11,460 +32 +0.28%
Birchcreek Wealth Management LLC 18,567 18,619 +52 +0.28%
SC&H Financial Advisors Inc. 14,415 14,455 +40 +0.28%
Financial Perspectives Inc 1,853 1,858 +5 +0.27%
Voisard Asset Management Group Inc. 416 417 +1 +0.24%
Carlton Hofferkamp & Jenks Wealth Management LLC 39,283 39,374 +91 +0.23%
My Personal CFO LLC 5,278 5,290 +12 +0.23%
Morton Brown Family Wealth LLC 13,164 13,192 +28 +0.21%
Prosperity Planning Inc. 10,441 10,460 +19 +0.18%
Glass Jacobson Investment Advisors llc 3,824 3,831 +7 +0.18%
GSG Advisors LLC 82,172 82,323 +151 +0.18%
Baron Silver Stevens Financial Advisors LLC 261,347 261,793 +446 +0.17%
Greenhouse Wealth Management LLC 73,482 73,598 +116 +0.16%
Financial Partners Group LLC 8,155 8,168 +13 +0.16%
Cornerstone Wealth Management LLC 306,455 306,928 +473 +0.15%
Whitcomb & Hess Inc. 7,473 7,482 +9 +0.12%
Presilium Private Wealth LLC 21,902 21,924 +22 +0.10%
Rehmann Capital Advisory Group 11,653 11,664 +11 +0.09%
Nova R Wealth Inc. 4,577 4,581 +4 +0.09%
Bristlecone Advisors LLC 33,964 33,990 +26 +0.08%
Moser Wealth Advisors LLC 3,490 3,492 +2 +0.06%
Walkner Condon Financial Advisors LLC 4,750 4,753 +3 +0.06%
JJJ Advisors Inc. 1,888 1,889 +1 +0.05%
Legacy Advisors LLC 52,077 52,101 +24 +0.05%
Duncker Streett & Co. Inc. 4,557 4,559 +2 +0.04%
ADE LLC 128,012 128,061 +49 +0.04%
Tsfg LLC 6,540 6,542 +2 +0.03%
Bath Savings Trust Co 49,628 49,639 +11 +0.02%
Roman Butler Fullerton & Co. 10,414 10,415 +1 +0.01%
Trinity Wealth Management LLC 6,683 6,684 +1 +0.01%
13F Filers Reporting New Positions In VXUS
Princeton Global Asset Management LLC 0 11 +11 +100%
PDS Planning Inc 0 3,318 +3,318 +100%
Klingenstein Fields & Co. LP 0 4,082 +4,082 +100%
BKD Wealth Advisors LLC 0 6,247 +6,247 +100%
Keel Point LLC 0 4,310 +4,310 +100%
Stockman Wealth Management Inc. 0 6,613 +6,613 +100%
Cutter & CO Brokerage Inc. 0 3,492 +3,492 +100%
Palisade Asset Management LLC 0 10,546 +10,546 +100%
Mesirow Financial Investment Management Inc. 0 677,324 +677,324 +100%
Courage Miller Partners LLC 0 5,588 +5,588 +100%
Wealthcare Capital Management LLC 0 17,349 +17,349 +100%
Hudock Inc. 0 3,781 +3,781 +100%
Smith & Howard Wealth Management LLC 0 42,116 +42,116 +100%
RFG Advisory LLC 0 13,933 +13,933 +100%
Grove Bank & Trust 0 548 +548 +100%
Transform Wealth LLC 0 3,683 +3,683 +100%
Mascoma Wealth Management LLC 0 148 +148 +100%
Kohmann Bosshard Financial Services LLC 0 3,879 +3,879 +100%
Moloney Securities Asset Management LLC 0 3,479 +3,479 +100%
SimpliFi Inc. 0 5,532 +5,532 +100%
GPS Wealth Strategies Group LLC 0 220 +220 +100%
Cooper Financial Group 0 6,506 +6,506 +100%
RVW Wealth LLC 0 5,000 +5,000 +100%
MONECO Advisors LLC 0 9,745 +9,745 +100%
New World Advisors LLC 0 4,903 +4,903 +100%
Bay Harbor Wealth Management LLC 0 237 +237 +100%
Coastal Investment Advisors Inc. 0 1,215 +1,215 +100%
Relyea Zuckerberg Hanson LLC 0 3,493 +3,493 +100%
Briaud Financial Planning Inc 0 351 +351 +100%
LifeSteps Financial Inc. 0 1,016 +1,016 +100%
GoalVest Advisory LLC 0 4,274 +4,274 +100%
Opal Wealth Advisors LLC 0 5,530 +5,530 +100%
Canvas Wealth Advisors LLC 0 36,941 +36,941 +100%
Bowman & Co S.C. 0 6,761 +6,761 +100%
Regatta Capital Group LLC 0 6,116 +6,116 +100%
Vantage Financial Partners LLC 0 4,245 +4,245 +100%
Simplicity Wealth LLC 0 13,606 +13,606 +100%
Wallace Advisory Group LLC 0 5,934 +5,934 +100%
Retirement Guys Formula LLC 0 3,761 +3,761 +100%
Bricktown Capital LLC 0 1,116,682 +1,116,682 +100%
Plan Group Financial LLC 0 15,854 +15,854 +100%
Global Assets Advisory LLC 0 150,114 +150,114 +100%
Hoxton Planning & Management LLC 0 8,311 +8,311 +100%
RIA Advisory Group LLC 0 3,693 +3,693 +100%
New England Capital Financial Advisors LLC 0 11 +11 +100%
TFB Advisors LLC 0 6,800 +6,800 +100%
Quarry Hill Advisors LLC 0 5,483 +5,483 +100%
PFG Investments LLC 0 4,215 +4,215 +100%
Vivid Wealth Management LLC 0 3,946 +3,946 +100%
Precedent Wealth Partners LLC 0 3,403 +3,403 +100%
Focus Financial Network Inc. 0 399,031 +399,031 +100%
Private Wealth Management Group LLC 0 27 +27 +100%
Richardson Financial Services Inc. 0 6,531 +6,531 +100%
Lane & Associates LLC 0 3,884 +3,884 +100%
Central Pacific Bank Trust Division 0 129,993 +129,993 +100%
Tenon Financial LLC 0 212,772 +212,772 +100%
Diversify Advisory Services LLC 0 50,773 +50,773 +100%
13F Filers With Unchanged Share Count
CENTRAL TRUST Co 304 304 UNCH 0.00%
Hazlett Burt & Watson Inc. 100 100 UNCH 0.00%
Caldwell Sutter Capital Inc. 745 745 UNCH 0.00%
Valley National Advisers Inc. 2,114 2,114 UNCH 0.00%
L.M. Kohn & Company 4,751 4,751 UNCH 0.00%
Barrett & Company Inc. 950 950 UNCH 0.00%
NBT Bank N A NY 5,325 5,325 UNCH 0.00%
Guyasuta Investment Advisors Inc. 4,467 4,467 UNCH 0.00%
Weatherly Asset Management L. P. 7,108 7,108 UNCH 0.00%
Stephenson National Bank & Trust 1,056 1,056 UNCH 0.00%
Optimum Investment Advisors 3,220 3,220 UNCH 0.00%
Adirondack Trust Co. 35 35 UNCH 0.00%
First Community Trust NA 3,303 3,303 UNCH 0.00%
Whittier Trust Co. 3,479 3,479 UNCH 0.00%
Foster & Motley Inc. 3,641 3,641 UNCH 0.00%
Farmers & Merchants Investments Inc. 94 94 UNCH 0.00%
Whittier Trust Co. of Nevada Inc. 477 477 UNCH 0.00%
Deroy & Devereaux Private Investment Counsel Inc. 9,850 9,850 UNCH 0.00%
Evensky & Katz LLC 447 447 UNCH 0.00%
First National Bank of Mount Dora Trust Investment Services 13,000 13,000 UNCH 0.00%
Cubic Asset Management LLC 7,131 7,131 UNCH 0.00%
Aspiriant LLC 4,648 4,648 UNCH 0.00%
Patton Albertson Miller Group LLC 3,804 3,804 UNCH 0.00%
Rocky Mountain Advisers LLC 128 128 UNCH 0.00%
Westside Investment Management Inc. 30,191 30,191 UNCH 0.00%
JFS Wealth Advisors LLC 76 76 UNCH 0.00%
JNBA Financial Advisors 668 668 UNCH 0.00%
Cranbrook Wealth Management LLC 2 2 UNCH 0.00%
Allen Capital Group LLC 3,513 3,513 UNCH 0.00%
LBJ Family Wealth Advisors Ltd. 9,918 9,918 UNCH 0.00%
MCF Advisors LLC 8,645 8,645 UNCH 0.00%
Tradewinds Capital Management LLC 27 27 UNCH 0.00%
Bray Capital Advisors 242 242 UNCH 0.00%
Steele Capital Management Inc. 7,419 7,419 UNCH 0.00%
Moisand Fitzgerald Tamayo LLC 107 107 UNCH 0.00%
Venturi Wealth Management LLC 200 200 UNCH 0.00%
First Bank & Trust 8,587 8,587 UNCH 0.00%
Sicart Associates LLC 41,967 41,967 UNCH 0.00%
Farmers & Merchants Trust Co of Chambersburg PA 165 165 UNCH 0.00%
Wsfs Capital Management LLC 6,371 6,371 UNCH 0.00%
Pinnacle Bank 4,685 4,685 UNCH 0.00%
PrairieView Partners LLC 265 265 UNCH 0.00%
Sound Income Strategies LLC 141 141 UNCH 0.00%
Hurlow Wealth Management Group Inc. 4,699 4,699 UNCH 0.00%
Essex Savings Bank 3,457 3,457 UNCH 0.00%
Dougherty Wealth Advisers LLC 690 690 UNCH 0.00%
Independent Family Office LLC 15,774 15,774 UNCH 0.00%
Market Street Wealth Management Advisors LLC 3,966 3,966 UNCH 0.00%
Red Door Wealth Management LLC 13,802 13,802 UNCH 0.00%
Benchmark Wealth Management LLC 4,949 4,949 UNCH 0.00%
HBW Advisory Services LLC 5,343 5,343 UNCH 0.00%
Avion Wealth 61 61 UNCH 0.00%
Vista Wealth Management Group LLC 56,163 56,163 UNCH 0.00%
S.A. Mason LLC 7,160 7,160 UNCH 0.00%
Key Financial Inc 3,857 3,857 UNCH 0.00%
Lion Street Advisors LLC 12,014 12,014 UNCH 0.00%
CVA Family Office LLC 1,650 1,650 UNCH 0.00%
Flower City Capital 9,002 9,002 UNCH 0.00%
Davis Capital Management 158 158 UNCH 0.00%
Rosenberg Matthew Hamilton 500 500 UNCH 0.00%
Berger Financial Group Inc 10,727 10,727 UNCH 0.00%
Hexagon Capital Partners LLC 1 1 UNCH 0.00%
McLean Asset Management Corp 5,990 5,990 UNCH 0.00%
Iron Horse Wealth Management LLC 62 62 UNCH 0.00%
Prairiewood Capital LLC 6,412 6,412 UNCH 0.00%
Alta Wealth Advisors LLC 14,693 14,693 UNCH 0.00%
Boyd Wealth Management LLC 8,476 8,476 UNCH 0.00%
Oak Family Advisors LLC 4,075 4,075 UNCH 0.00%
Round Rock Advisors LLC 3,963 3,963 UNCH 0.00%
Piscataqua Savings Bank 56 56 UNCH 0.00%
Fermata Advisors LLC 6,759 6,759 UNCH 0.00%
Bank of New Hampshire 1,515 1,515 UNCH 0.00%
Tenret Co LLC 96,801 96,801 UNCH 0.00%
Maryland Capital Advisors Inc. 60 60 UNCH 0.00%
SJS Investment Consulting Inc. 6,000 6,000 UNCH 0.00%
Lynch Asset Management Inc. 20,000 20,000 UNCH 0.00%
OLIO Financial Planning 28,196 28,196 UNCH 0.00%
Evolution Advisers Inc. 5,831 5,831 UNCH 0.00%
Ervin Investment Management LLC 14,769 14,769 UNCH 0.00%
Bryant Woods Investment Advisors LLC 14,241 14,241 UNCH 0.00%
City State Bank 427 427 UNCH 0.00%
Eagle Rock Investment Company LLC 4,856 4,856 UNCH 0.00%
Capasso Planning Partners LLC 8,164 8,164 UNCH 0.00%
Quent Capital LLC 8,968 8,968 UNCH 0.00%
FSC Wealth Advisors LLC 115 115 UNCH 0.00%
Armstrong Advisory Group Inc. 7,113 7,113 UNCH 0.00%
Daymark Wealth Partners LLC 4,623 4,623 UNCH 0.00%
Creative Capital Management Investments LLC 1,725 1,725 UNCH 0.00%
Seed Wealth Management Inc. 22,159 22,159 UNCH 0.00%
Evergreen Wealth Management LLC 9,762 9,762 UNCH 0.00%
Werba Rubin Papier Wealth Management 7,726 7,726 UNCH 0.00%
McCarthy Grittinger Financial Group LLC 1,169 1,169 UNCH 0.00%
Equita Financial Network Inc. 113,000 113,000 UNCH 0.00%
Sapient Capital LLC 7,808 7,808 UNCH 0.00%
Morton Capital Management LLC CA 38,773 38,773 UNCH 0.00%
Transcendent Capital Group LLC 1,579 1,579 UNCH 0.00%
Embree Financial Group 3,505 3,505 UNCH 0.00%
13F Filers Decreasing VXUS Share Count
Granite Bay Wealth Management LLC 7,834,876 21,166 -7,813,710 -99.73%
Ogorek Anthony Joseph NY ADV 139,167 2,316 -136,851 -98.34%
Arista Wealth Management LLC 105,620 4,002 -101,618 -96.21%
McClarren Financial Advisors Inc. 85,114 6,513 -78,601 -92.35%
Your Advocates Ltd. LLP 517 94 -423 -81.82%
Independence Bank of Kentucky 28,227 9,957 -18,270 -64.73%
Financial Counselors Inc. 12,945 5,380 -7,565 -58.44%
Apexium Financial LP 21,643 9,111 -12,532 -57.90%
OmniStar Financial Group Inc. 74,496 33,086 -41,410 -55.59%
Mutual Advisors LLC 13,417 6,220 -7,197 -53.64%
ZRC Wealth Management LLC 1,825 900 -925 -50.68%
Salvus Wealth Management LLC 9,582 4,791 -4,791 -50.00%
Safeguard Financial LLC 14,516 8,060 -6,456 -44.48%
Catalyst Private Wealth LLC 87,897 51,343 -36,554 -41.59%
Blue Chip Partners Inc. 3,429 2,090 -1,339 -39.05%
Main Line Retirement Advisors LLC 13,718 8,417 -5,301 -38.64%
American National Bank 6,501 4,040 -2,461 -37.86%
PBMares Wealth Management LLC 18,774 11,768 -7,006 -37.32%
Waypoint Capital Advisors LLC 10,248 6,618 -3,630 -35.42%
Fifth Third Securities Inc. 68,128 44,425 -23,703 -34.79%
PSI Advisors LLC 256 171 -85 -33.20%
Well Done LLC 5,478 3,674 -1,804 -32.93%
Chicago Partners Investment Group LLC 40,107 26,918 -13,189 -32.88%
James J. Burns & Company LLC 464,417 316,866 -147,551 -31.77%
Essex LLC 4,891 3,371 -1,520 -31.08%
Haverford Trust Co. 1,191,491 832,369 -359,122 -30.14%
Parsons Capital Management Inc. RI 21,409 15,129 -6,280 -29.33%
Fulton Bank N.A. 17,923 12,675 -5,248 -29.28%
First Command Advisory Services Inc. 117,185 84,045 -33,140 -28.28%
Libra Wealth LLC 6,823 5,118 -1,705 -24.99%
Iron Financial LLC 28,945 22,123 -6,822 -23.57%
Nations Financial Group Inc. IA ADV 11,390 9,093 -2,297 -20.17%
Kingswood Wealth Advisors LLC 5,877 4,724 -1,153 -19.62%
Lakewood Asset Management LLC 17,277 13,888 -3,389 -19.62%
Roger Wittlin Investment Advisory LLC 43,129 35,367 -7,762 -18.00%
Kestra Private Wealth Services LLC 42,351 35,041 -7,310 -17.26%
West Financial Advisors LLC 52,808 43,716 -9,092 -17.22%
Bfsg LLC 75,757 62,725 -13,032 -17.20%
Strategic Financial Concepts LLC 72,753 60,906 -11,847 -16.28%
Centered Wealth LLC dba Miller Equity Capital Advisors 71,076 60,561 -10,515 -14.79%
First Hawaiian Bank 178,216 152,442 -25,774 -14.46%
Ronald Blue Trust Inc. 9,000 7,735 -1,265 -14.06%
Kwmg LLC 10,666 9,229 -1,437 -13.47%
Cedar Mountain Advisors LLC 8,971 7,773 -1,198 -13.35%
Cherrydale Wealth Management LLC 307,193 266,609 -40,584 -13.21%
Pacifica Partners Inc. 1,393 1,221 -172 -12.35%
Wooster Corthell Wealth Management Inc. 20,702 18,275 -2,427 -11.72%
Salem Investment Counselors Inc. 1,833 1,626 -207 -11.29%
Family Wealth Partners LLC 30,432 27,072 -3,360 -11.04%
Householder Group Estate & Retirement Specialist LLC 15,197 13,560 -1,637 -10.77%
Laurel Wealth Planning LLC 12,997 11,609 -1,388 -10.68%
Beacon Financial Planning Inc. 5,723 5,117 -606 -10.59%
Integris Wealth Management LLC 7,631 6,841 -790 -10.35%
Gordian Advisors LLC 137,293 123,213 -14,080 -10.26%
Chesley Taft & Associates LLC 6,840 6,140 -700 -10.23%
Flagship Harbor Advisors LLC 78,992 72,386 -6,606 -8.36%
Carson Advisory Inc. 12,738 11,738 -1,000 -7.85%
Arden Trust Co 17,908 16,537 -1,371 -7.66%
Honkamp Krueger Financial Services Inc. 589,203 544,569 -44,634 -7.58%
YHB Investment Advisors Inc. 4,650 4,300 -350 -7.53%
CWM LLC 49,363 45,845 -3,518 -7.13%
Geneos Wealth Management Inc. 4,498 4,184 -314 -6.98%
Capital Insight Partners LLC 55,965 52,220 -3,745 -6.69%
Hemington Wealth Management 345,119 322,857 -22,262 -6.45%
Financial Advisory Service Inc. 7,591 7,110 -481 -6.34%
Sequoia Financial Advisors LLC 32,750 30,769 -1,981 -6.05%
Atlas Capital Advisors LLC 23,420 22,034 -1,386 -5.92%
Lansing Street Advisors 20,879 19,661 -1,218 -5.83%
Verdence Capital Advisors LLC 27,278 25,725 -1,553 -5.69%
Carl P. Sherr & Co. LLC 12,512 11,807 -705 -5.63%
Meritage Portfolio Management 18,943 17,911 -1,032 -5.45%
Delta Financial Group Inc. 19,815 18,821 -994 -5.02%
Raymond James & Associates 1,287,124 1,224,903 -62,221 -4.83%
Panoramic Investment Advisors LLC 18,624 17,752 -872 -4.68%
JNB Advisors LLC 7,268 6,936 -332 -4.57%
Family Investment Center Inc. 40,916 39,061 -1,855 -4.53%
True Vision MN LLC 67,478 64,564 -2,914 -4.32%
United Community Bank 6,547 6,264 -283 -4.32%
Grey Fox Wealth Advisors LLC 4,986 4,801 -185 -3.71%
Perigon Wealth Management LLC 48,913 47,109 -1,804 -3.69%
Mosaic Advisors LLC 426,163 410,494 -15,669 -3.68%
Cliftonlarsonallen Wealth Advisors LLC 15,368 14,820 -548 -3.57%
Financial Symmetry Inc 21,354 20,622 -732 -3.43%
Capital Investment Advisory Services LLC 37,731 36,533 -1,198 -3.18%
Kaydan Wealth Management Inc. 18,910 18,349 -561 -2.97%
Western Wealth Management LLC 6,056 5,889 -167 -2.76%
Financial Advocates Investment Management 18,601 18,120 -481 -2.59%
Tilson Financial Group Inc. 11,242 10,954 -288 -2.56%
TRUE Private Wealth Advisors 3,822 3,724 -98 -2.56%
Lindbrook Capital LLC 1,290,540 1,258,139 -32,401 -2.51%
Parker Financial LLC 4,716 4,599 -117 -2.48%
FF Advisors LLC 6,131 5,981 -150 -2.45%
Pinnacle Wealth Management Advisory Group LLC 68,570 66,911 -1,659 -2.42%
Cora Capital Advisors LLC 19,306 18,844 -462 -2.39%
Janney Montgomery Scott LLC 111,680 109,033 -2,647 -2.37%
Global Retirement Partners LLC 42,218 41,229 -989 -2.34%
Sage Financial Group Inc. 7,614 7,438 -176 -2.31%
Naples Global Advisors LLC 8,776 8,577 -199 -2.27%
Harbor Investment Advisory LLC 7,373 7,206 -167 -2.27%
Raymond James Trust N.A. 26,896 26,300 -596 -2.22%
AF Advisors Inc. 4,105 4,015 -90 -2.19%
Pinnacle Associates Ltd. 78,450 76,792 -1,658 -2.11%
Liberty Capital Management Inc. 23,759 23,267 -492 -2.07%
Leavell Investment Management Inc. 108,169 105,934 -2,235 -2.07%
Financial Sense Advisors Inc. 3,543 3,470 -73 -2.06%
Collective Family Office LLC 30,225 29,625 -600 -1.99%
Kiley Juergens Wealth Management LLC 12,602 12,352 -250 -1.98%
Silver Oak Advisory Group Inc. 83,212 81,591 -1,621 -1.95%
Csenge Advisory Group 14,825 14,547 -278 -1.88%
Mustard Seed Financial LLC 81,761 80,239 -1,522 -1.86%
Connecticut Wealth Management LLC 645,112 634,302 -10,810 -1.68%
Newman Dignan & Sheerar Inc. 5,036 4,952 -84 -1.67%
Brio Consultants LLC 87,140 85,727 -1,413 -1.62%
Commonwealth Equity Services LLC 807,823 794,999 -12,824 -1.59%
Optas LLC 135,606 133,525 -2,081 -1.53%
Coston McIsaac & Partners 1,193 1,176 -17 -1.42%
Gradient Capital Advisors LLC 67,610 66,721 -889 -1.31%
Cherry Tree Wealth Management LLC 83,792 82,707 -1,085 -1.29%
Legacy Bridge LLC 21,281 21,008 -273 -1.28%
BLB&B Advisors LLC 14,619 14,443 -176 -1.20%
Concord Wealth Partners 178 176 -2 -1.12%
Fortress Wealth Management Inc. 10,793 10,686 -107 -0.99%
Coombe Bender & Co LLC 159,143 157,573 -1,570 -0.99%
Family CFO Inc 266,670 264,098 -2,572 -0.96%
Bordeaux Wealth Advisors LLC 138,761 137,467 -1,294 -0.93%
Gold Investment Management Ltd. 42,971 42,600 -371 -0.86%
Trellis Wealth Advisors LLC 162,952 161,629 -1,323 -0.81%
Cobblestone Capital Advisors LLC NY 17,269 17,137 -132 -0.76%
Elwood & Goetz Wealth Advisory Group LLC 99,760 99,028 -732 -0.73%
Gryphon Financial Partners LLC 10,634 10,567 -67 -0.63%
Pinnacle Financial Partners Inc. 23,462 23,335 -127 -0.54%
Main Street Financial Solutions LLC 43,408 43,193 -215 -0.50%
Abacus Planning Group Inc. 440,759 438,657 -2,102 -0.48%
FC Advisory LLC 11,898 11,847 -51 -0.43%
AdvisorNet Financial Inc 41,065 40,950 -115 -0.28%
Avalon Advisory Group 36,534 36,458 -76 -0.21%
Hardy Reed LLC 406,693 405,899 -794 -0.20%
Altfest L J & Co. Inc. 10,382 10,363 -19 -0.18%
Integrity Wealth Solutions LLC 67,314 67,204 -110 -0.16%
Ritholtz Wealth Management 4,812 4,805 -7 -0.15%
Diversified Trust Co 163,460 163,219 -241 -0.15%
Intelligent Financial Strategies 12,606 12,592 -14 -0.11%
Wealth Enhancement Advisory Services LLC 2,590,538 2,590,079 -459 -0.02%
Wellspring Financial Advisors LLC 2,933,735 2,933,385 -350 -0.01%
13F Filers Exiting VXUS
Discipline Wealth Solutions LLC 5,998 0 -5,998 -100.00%
GUNN & Co INVESTMENT MANAGEMENT INC. 4,282 0 -4,282 -100.00%
O Connor Financial Group LLC 8,876 0 -8,876 -100.00%
Leading Edge Financial Planning LLC 4,482 0 -4,482 -100.00%
Oak Hill Wealth Advisors LLC 6,831 0 -6,831 -100.00%
McGlone Suttner Wealth Management Inc. 65 0 -65 -100.00%
B.O.S.S. Retirement Advisors LLC 89,848 0 -89,848 -100.00%
Presidio Capital Management LLC 5,419 0 -5,419 -100.00%
Redwood Financial Network Corp 3,526 0 -3,526 -100.00%
Global Wealth Strategies & Associates 1,538 0 -1,538 -100.00%
Life Planning Partners Inc 2,025 0 -2,025 -100.00%
Disciplined Equity Management Inc. 13,349 0 -13,349 -100.00%
Financial Connections Group Inc. 5,789 0 -5,789 -100.00%
Fifth Third Wealth Advisors LLC 4,053 0 -4,053 -100.00%
Level Financial Advisors Inc. 348 0 -348 -100.00%
Corepath Wealth Partners LLC 5,745 0 -5,745 -100.00%
Proquility Private Wealth Partners LLC 47,755 0 -47,755 -100.00%
Annapolis Financial Services LLC 1,140 0 -1,140 -100.00%
Planned Solutions Inc. 114 0 -114 -100.00%
Cordant Inc. 4,713 0 -4,713 -100.00%
Tennessee Valley Asset Management Partners 354 0 -354 -100.00%
Paces Ferry Wealth Advisors LLC 7,814 0 -7,814 -100.00%
International Assets Investment Management LLC 115,971 0 -115,971 -100.00%
HighMark Wealth Management LLC 2,433 0 -2,433 -100.00%
Charles Schwab Trust Co 53,918 0 -53,918 -100.00%
Liberty Wealth Management LLC 41,891 0 -41,891 -100.00%
RHS Financial LLC 3,614 0 -3,614 -100.00%
WoodTrust Financial Corp 44,015 0 -44,015 -100.00%
Meridian Wealth Management LLC 17,605 0 -17,605 -100.00%
Taylor Cottrill Erickson & Associates Inc. 3,565 0 -3,565 -100.00%
Compass Ion Advisors LLC 5,887 0 -5,887 -100.00%
SMI Advisory Services LLC 3,994 0 -3,994 -100.00%
Lunt Capital Management Inc. 3,482 0 -3,482 -100.00%
Carlson Capital Management 8,250 0 -8,250 -100.00%
Timber Creek Capital Management LLC 4,374 0 -4,374 -100.00%
Exchange Traded Concepts LLC 2,279 0 -2,279 -100.00%
BNP Paribas Arbitrage SA 122 0 -122 -100.00%
Bourgeon Capital Management LLC 1,218 0 -1,218 -100.00%
UMB Bank N A MO 25 0 -25 -100.00%
Wiley BROS. Aintree Capital LLC 3,490 0 -3,490 -100.00%

See Summary: Institutional Holders of VXUS
See Details: Top 10 Hedge Funds Holding VXUS

VXUS Holdings Changes | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.