ARS Wealth Advisors Group’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

ARS Wealth Advisors Group’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 Q4	–	Sell	-29,087	Closed	-$1.29M	–	155
2022 Q3	$1.29M	Sell	29,087 -426,850	-94%	-$21.1M	0.2%	67
2022 Q2	$22.8M	Sell	455,937 -17,930	-4%	-$960K	3.13%	5
2022 Q1	$27.3M	Sell	473,867 -5,099	-1%	-$300K	4.76%	5
2021 Q4	$29.4M	Buy	478,966 +12,332	+3%	+$763K	4.93%	5
2021 Q3	$28.4M	Buy	+466,634	New	+$29.4M	5.16%	4

Other funds holding VEU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.51B AUM 33.02% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

ARS Wealth Advisors Group's VEU Position: Q4 2022 in Review

ARS Wealth Advisors Group sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q4 2022, closing a stake of 29,087 shares — an estimated $1.29M sold.

ARS Wealth Advisors Group first reported a position in VEU in Q3 2021 and held it in 5 quarters. The position peaked at $29.4M in Q4 2021. 1,071 funds tracked by Wall St. Rank hold VEU as of Q4 2022.

ARS Wealth Advisors Group reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q4 2022 after selling out during the quarter.
ARS Wealth Advisors Group sold 29,087 Vanguard FTSE All-World ex-US ETF shares in Q4 2022, an estimated $1.29M.
ARS Wealth Advisors Group first reported a position in Vanguard FTSE All-World ex-US ETF in Q3 2021 and held it in 5 quarters.
ARS Wealth Advisors Group's Vanguard FTSE All-World ex-US ETF position peaked at $29.4M in Q4 2021.
1,071 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2022.

Based on ARS Wealth Advisors Group's 13F filing for Q4 2022, filed 13 Feb 2023.