Altium Wealth Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Altium Wealth Management’s Portfolio VEU Stock Details VEU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	$363K	Buy	7,266 +953	+15%	+$51K	0.03%	279
2022 Q1	$364K	Buy	6,313 +329	+5%	+$19.4K	0.02%	303
2021 Q4	$367K	Buy	5,984 +1,907	+47%	+$118K	0.02%	303
2021 Q3	$249K	Sell	4,077 -9	-0.2%	-$566	0.02%	334
2021 Q2	$259K	Sell	4,086 -55	-1%	-$3.48K	0.02%	337
2021 Q1	$251K	Sell	4,141 -295	-7%	-$17.9K	0.02%	325
2020 Q4	$259K	Sell	4,436 -17	-0.4%	-$927	0.02%	305
2020 Q3	$225K	Sell	4,453 -206	-4%	-$10.4K	0.02%	304
2020 Q2	$222K	Buy	+4,659	New	+$209K	0.02%	296
2020 Q1	–	Sell	-3,814	Closed	-$205K	–	362
2019 Q4	$205K	Buy	+3,814	New	+$198K	0.02%	267
2019 Q1	–	Sell	-4,423	Closed	-$202K	–	293
2018 Q4	$202K	Buy	+4,423	New	+$212K	0.04%	241

Other funds holding VEU

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Altium Wealth Management's VEU Position: Q2 2022 in Review

Altium Wealth Management increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 15% in Q2 2022, buying an estimated $51K and bringing the position to 7,266 shares worth $363K. The position accounts for 0.03% of the portfolio, ranked #279.

Altium Wealth Management first reported a position in VEU in Q4 2018 and has held it in 11 quarters since. The position peaked at $367K in Q4 2021. 1,046 funds tracked by Wall St. Rank hold VEU as of Q2 2022.

Altium Wealth Management held 7,266 shares of Vanguard FTSE All-World ex-US ETF worth $363K as of Q2 2022.
Altium Wealth Management bought 953 Vanguard FTSE All-World ex-US ETF shares in Q2 2022, an estimated $51K.
Vanguard FTSE All-World ex-US ETF made up 0.03% of Altium Wealth Management's portfolio in Q2 2022, its #279 holding.
Altium Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2018 and has held it in 11 quarters since.
Altium Wealth Management's Vanguard FTSE All-World ex-US ETF position peaked at $367K in Q4 2021.
1,046 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.