Ashford Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Ashford Advisors’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	-5,693	Closed	-$253K	–	17
2022 Q3	$253K	Hold	5,693	–	–	0.09%	16
2022 Q2	$284K	Hold	5,693	–	–	0.1%	16
2022 Q1	$328K	Hold	5,693	–	–	0.11%	13
2021 Q4	$349K	Buy	+5,693	New	+$352K	0.12%	11

Other funds holding VEU

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Ashford Advisors's VEU Position: Q4 2022 in Review

Ashford Advisors sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q4 2022, closing a stake of 5,693 shares — an estimated $253K sold.

Ashford Advisors first reported a position in VEU in Q4 2021 and held it in 4 quarters. The position peaked at $349K in Q4 2021. 1,069 funds tracked by Wall St. Rank hold VEU as of Q4 2022.

Ashford Advisors reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q4 2022 after selling out during the quarter.
Ashford Advisors sold 5,693 Vanguard FTSE All-World ex-US ETF shares in Q4 2022, an estimated $253K.
Ashford Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2021 and held it in 4 quarters.
Ashford Advisors's Vanguard FTSE All-World ex-US ETF position peaked at $349K in Q4 2021.
1,069 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2022.

Based on Ashford Advisors's 13F filing for Q4 2022, filed 31 Jan 2023.