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Beacon Financial Increases International Exposure
The Motley Foolยท2025-10-10 23:32

Core Insights - Beacon Financial Strategies increased its position in Vanguard Total International Stock ETF (VXUS) by purchasing 21,624 shares, valued at approximately $2.04 million, during Q3 2025 [1][2] - The total position in VXUS now stands at 126,033 shares, with a total value of $9.26 million, representing 5.5% of Beacon Financial's reportable assets under management (AUM) [2][3] ETF Overview - Vanguard Total International Stock ETF tracks the FTSE Global All Cap ex US Index, providing exposure to international equities while excluding U.S. stocks [4] - As of October 3, 2025, VXUS shares were priced at $74.66, reflecting a year-on-year increase of 16.4% and a one-year alpha of 1.34 percentage points compared to the S&P 500 [3] - The ETF has a total net asset value of $546.1 billion and a dividend yield of 2.71% as of August 31, 2025 [3] Investment Trends - Beacon Financial's purchase of VXUS, while a small percentage of its total AUM, indicates a broader trend of investors seeking to diversify their portfolios and increase global exposure [7][8] - The combined stake in VXUS and Vanguard Tax Managed Fund FTSE Developed Markets ETF now represents 13.5% of Beacon's holdings, up from 9.6% in Q2 2025 [7]