Beacon Financial Strategies, ever mindful of the vicissitudes of fortune, saw fit to augment its holdings in the Vanguard Total International Stock ETF (VXUS) by precisely 21,624 additional shares. This acquisition, valued at approximately $2.04 million as per the mean price prevailing in Q3 2025, may appear modest at first glance-though one might recall that even the most elegant of gardens begins with the careful placement of a single tulip.
What happened
Behold the immutable form of the SEC filing, dated October 6, 2025, wherein it was disclosed that Beacon, with a discretion as refined as a well-heeled dowager’s selection of a chaise, increased its VXUS stake to 126,033 shares. The total value of this position stood at $9.26 million, a figure that, while eclipsed by the grandeur of their primary assets, nonetheless reflected a prudent diversification of their portfolio-akin to a polite nod extended to a distant cousin at a ball.
What else to know
This investment now accounted for 5.5% of Beacon’s reportable assets under management, placing it beyond the counsel of their most esteemed financial paramours. A glance at their top holdings reveals a gathering of distinguished acquaintances:
- Vanguard Total Stock Market Index Fund ETF (VTI): $32.88 million (19.4% of AUM)
- Dimensional U. S. Core Equity 2 ETF (DFAC): $30.48 million (18.0% of AUM)
- Vanguard Short-Term Corporate Bond Idx Fd ETF (VCSH): $22.78 million (13.4% of AUM)
- Vanguard Value Index Fund ETF (VTV): $17.44 million (10.3% of AUM)
- Vanguard FTSE Developed Markets ETF (VEA): $13.61 million (8.0% of AUM)
By October 3, 2025, the price of VXUS stood at $74.66, having basked in a 16.4% increase over the preceding year. The fund’s one-year alpha of 1.34 percentage points may be likened to the gentle outstepping of a competitor at a quadrille-not too boldly, lest one appear too eager.
ETF overview
| Metric | Value |
|---|---|
| Dividend Yield (as of August 31, 2025) | 2.71% |
| Price (as of market close October 3, 2025) | $74.66 |
| 1-Year Total Return | 16.4% |
| Total Net Assets (as of September 30, 2025) | $546.1 billion |
Company snapshot
The Vanguard Total International Stock ETF, dear reader, is the very embodiment of a harmonious assembly. It offers comprehensive exposure to the global ballet of equities, trailing the FTSE Global All Cap ex US Index with the precision of a well-matched dance partner. Its portfolio, weighted by market capitalization-with due consideration for the float.adjusted shareholders, is a grand affair of both developed nations and emerging economies. One might imagine it as a ballroom in which the waltz of Europe, the cha-cha-cha of emerging lands, and the stately minuet of the Pacific all find their due place.
Foolish take
Vanguard’s holdings are a curious reflection of modern society, wherein the lilting strains of Taiwan Semiconductor Manufacturing, the stately marches of Tencent, and the pirouettes of Alibaba steal the honours of the evening. Beacon’s recent acquisition of VXUS, though modest in itself, is but one note in a larger symphony. Their concomitant purchase of additional shares in the Vanguard Tax Managed Fund FTSE Developed Markets ETF-$5.55 million-reveals a subtler design: shifting the balance of their portfolio from 9.6% to 13.5%, a rearrangement as delicate as redecorating a drawing room to better suit the season’s taste.
This recalibration speaks to a broader trend among those who manage capital-a yearning to diversify beyond the confines of the S&P 500’s grand promenade. Though the U.S. market ascends ever higher, the dollar’s descent from its former stature (a reduction of 9% year-to-date) has cast a shadow over even the most illustrious prospects. The murmurs of April’s tariff uncertainties still linger on the lips of the financially astute, and the dread of overexposure to a single nation’s equity market compels investors to seek spouses among the wider world. Thus, Beacon’s steps-ever cautious, ever calculated-mirror those of a prudent matron arranging matches to secure felicity for generations to come. 🕊️
Glossary
ETF: An exchange-traded fund, akin to a party where each invitee shares a common interest in a portfolio of stocks or bonds.
13F reportable AUM: Those assets under management deemed sufficiently significant to warrant disclosure in quarterly SEC filings, as befitting a household of modest distinction.
Alpha: A measure of performance, as subtle as a well-placed remark allowing one to outshine a rival at a soiree.
Passively managed: An approach to investment as unassuming as the quiet but steadfast loyalty of a country squire.
Indexing investment strategy: To align one’s fortunes with those of a grand index, ensuring as much stability as possible.
Float-adjusted market capitalization: A method of calculating worth that excludes those shares held in private, much like a conversation whispered behind closed doors.
Emerging markets: Nations in the throes of financial maturation, promising both peril and potential.
Diversification: The art of scattering one’s eggs across several baskets, no matter how elegant the aprons.
Total return: The sum of price appreciation plus reinvested dividends, much like the proceeds of a particularly successful marriage market season.
Stake: One’s proportion of ownership, a figure akin to a dowry in a society where influence is measured in assets.
Reportable AUM: Assets subject to regulatory scrutiny, much like the conduct of any lady of means and title must ultimately be accountable to the expectations of her class.
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2025-10-11 03:36