BSWMG
VEU icon

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

Barrington Strategic Wealth Management 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
2017
Q3 		$227K Sell
4,300
-326
-7% -$16.9K 0.11% 104
2017
Q2 		$231K Buy
+4,626
New +$229K 0.12% 101

Other funds holding VEU

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

Barrington Strategic Wealth Management Group's VEU Position: Q3 2017 in Review

Barrington Strategic Wealth Management Group reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 7% in Q3 2017, selling an estimated $16.9K and leaving 4,300 shares worth $227K. The position accounts for 0.11% of the portfolio, ranked #104.

Barrington Strategic Wealth Management Group first reported a position in VEU in Q2 2017 and has held it in 2 quarters since. The position peaked at $231K in Q2 2017. 659 funds tracked by Wall St. Rank hold VEU as of Q3 2017.

  • Barrington Strategic Wealth Management Group held 4,300 shares of Vanguard FTSE All-World ex-US ETF worth $227K as of Q3 2017.
  • Barrington Strategic Wealth Management Group sold 326 Vanguard FTSE All-World ex-US ETF shares in Q3 2017, an estimated $16.9K.
  • Vanguard FTSE All-World ex-US ETF made up 0.11% of Barrington Strategic Wealth Management Group's portfolio in Q3 2017, its #104 holding.
  • Barrington Strategic Wealth Management Group first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2017 and has held it in 2 quarters since.
  • Barrington Strategic Wealth Management Group's Vanguard FTSE All-World ex-US ETF position peaked at $231K in Q2 2017.
  • 659 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2017.

Based on Barrington Strategic Wealth Management Group's 13F filing for Q3 2017, filed 31 Oct 2017.