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Aris Wealth Services’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Aris Wealth Services’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
2015
Q3 		$80K Sell
1,886
-1,430
-43% -$66K 0.17% 63
2015
Q2 		$161K Buy
3,316
+246
+8% +$12.5K 0.15% 113
2015
Q1 		$150K Buy
+3,070
New +$148K 0.14% 116

Other funds holding VEU

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Aris Wealth Services's VEU Position: Q3 2015 in Review

Aris Wealth Services reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 43% in Q3 2015, selling an estimated $66K and leaving 1,886 shares worth $80K. The position accounts for 0.17% of the portfolio, ranked #63.

Aris Wealth Services first reported a position in VEU in Q1 2015 and has held it in 3 quarters since. The position peaked at $161K in Q2 2015. 481 funds tracked by Wall St. Rank hold VEU as of Q3 2015.

  • Aris Wealth Services held 1,886 shares of Vanguard FTSE All-World ex-US ETF worth $80K as of Q3 2015.
  • Aris Wealth Services sold 1,430 Vanguard FTSE All-World ex-US ETF shares in Q3 2015, an estimated $66K.
  • Vanguard FTSE All-World ex-US ETF made up 0.17% of Aris Wealth Services's portfolio in Q3 2015, its #63 holding.
  • Aris Wealth Services first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Vanguard FTSE All-World ex-US ETF position peaked at $161K in Q2 2015.
  • 481 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.