Stocks / ETF
VXUSETF
Vanguard Total International Stock ETF
$86.601d +1.0%5d +0.4%settled close · 2026-09-17
β 1.0652w $82–88Shares 1.74BNasdaq since 2011
The tape, with the calls on it
Who said what, and what VXUS did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about VXUS
18 long1 shortlatest 2026-06-28
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-06-28 | Louis Vincent GaveCo-founder & CEO, Gavekal | Bullish | Louis-Vincent Gave | Bank share performance is a leading indicator of economic health, and financials in Japan, Korea, China, and… |
| 2026-05-16 | Jeremy GranthamCo-founder & long-term strategist, GMO | Bullish | Excess Returns | Non-US equities reached an all-time low valuation relative to the S&P, triggering a mean-reversion cycle that… |
| 2026-03-16 | Jeremy GranthamCo-founder & long-term strategist, GMO | Bullish | LifeWorthLiving | Non-US equities have moved from cheap to reasonably priced but remain dramatically more attractive versus the… |
| 2026-02-28 | Meb FaberCo-founder & CIO, Cambria | Bullish | Market Insider | 44 investable countries trade at CAPE in the low teens vs US CAPE of 40—roughly one-third the US… |
| 2026-01-08 | Marc FaberEditor, Gloom Boom & Doom Report | Bearish | Meb Faber | All non-US markets trade at significant discounts on price-to-sales, price-to-book, and price-to-earnings… |
| 2025-12-08 | Ed YardeniPresident, Yardeni Research | Bullish | CNBC Television | US now accounts for 65% of global MSCI market cap versus only 55% of global earnings, suggesting… |
| 2025-11-29 | Bill AckmanCEO, Pershing Square | Bullish | Unreleased Podcast | International stocks trade at meaningful discounts to US peers and have lagged for years, making them… |
| 2025-11-27 | Meb FaberCo-founder & CIO, Cambria | Bullish | MoneyShow | Foreign developed market valuations (CAPE in the teens) are at a historically extreme discount to US stocks… |
| 2025-07-10 | Jeremy GranthamCo-founder & long-term strategist, GMO | Bullish | Master Investor | Non-US equity markets are not expensive today, just as they were cheap relative to the US in 2000, and would… |
| 2025-06-20 | Todd SohnChief ETF Strategist, Baird Strategas | Bullish | The Compound | International developed markets are breaking out above 2007 highs for the first time with improving sector… |
Show all 19 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2025-06-06 | Kevin GrimesCEO & CIO, Grimes & Company | Bullish | Wealthion | International developed markets trade at historical valuation norms while US large cap is ~33% above its… |
| 2025-05-23 | Felix JauvinCo-host, Forward Guidance (Blockworks) | Bullish | Forward Guidance | Non-US equity markets (e.g. Germany) have far more remaining fiscal capacity — going from 2% to 5% deficit —… |
| 2025-03-15 | Kevin GrimesCEO & CIO, Grimes & Company | Bullish | Wealthion | Developed ex-US stocks have been completely unloved and are outperforming US large cap this year as the… |
| 2025-03-03 | David Zorub | Bullish | Capital Allocators | The large-cap AI trade has sucked capital out of nearly every asset class and country globally, creating… |
| 2024-10-01 | Jeremy SchwartzGlobal CIO, WisdomTree | Bullish | Wealthion | Many global markets trade at 10–13x earnings versus elevated US multiples, offering structurally higher… |
| 2024-09-16 | Meb FaberCo-founder & CIO, Cambria | Bullish | Kitco NEWS | Global REITs offer more attractive valuations than US REITs, which on aggregate are not cheap relative to… |
| 2023-09-29 | Meb FaberCo-founder & CIO, Cambria | Bullish | StockMarketTV | US stocks have compounded ~12% annually for 15 years and are expensive on a 10-year CAPE basis, while foreign… |
| 2021-10-27 | Chris DavisChairman, Davis Advisors | Bullish | Tidal Financial Group | Most international indexes are dominated by formerly state-owned companies with poor corporate culture and… |
| 2016-08-02 | Meb FaberCo-founder & CIO, Cambria | Bullish | Invest Like a Boss Podcast | Foreign stocks are significantly cheaper on a valuation basis than US stocks and historically outperform the… |
1 new mention of VXUS this week is in The Brief — who, which way, and what they said, in subscribers’ inboxes every morning. Free pages update a week later.
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The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where VXUS’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 6 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-10 | ||||||
| 2026-07-14 | ||||||
| 2026-06-26 | ||||||
| 2026-06-23 | ||||||
| 2026-06-22 | ||||||
| 2026-06-15 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
VXUS is in this morning’s Brief.
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