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Beacon Wealthcare Inc’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Beacon Wealthcare Inc’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
2020
Q4 		$10.3M Sell
176,543
-818
-0.5% -$44.6K 5.99% 3
2020
Q3 		$8.95M Sell
177,361
-8,086
-4% -$410K 5.59% 3
2020
Q2 		$8.83M Sell
185,447
-1,926
-1% -$86.3K 5.56% 3
2020
Q1 		$7.69M Buy
187,373
+21,047
+13% +$1.04M 5.46% 4
2019
Q4 		$9.05M Buy
166,326
+2,677
+2% +$139K 6.24% 4
2019
Q3 		$8.17M Buy
163,649
+11,814
+8% +$589K 5.88% 4
2019
Q2 		$7.74M Buy
151,835
+6,060
+4% +$306K 5.89% 4
2019
Q1 		$7.31M Sell
145,775
-57,694
-28% -$2.83M 5.94% 4
2018
Q4 		$9.27M Buy
203,469
+78,128
+62% +$3.75M 6.12% 4
2018
Q3 		$6.52M Buy
125,341
+6,347
+5% +$331K 5.92% 3
2018
Q2 		$6.17M Buy
118,994
+5,580
+5% +$302K 5.98% 3
2018
Q1 		$6.17M Buy
113,414
+2,058
+2% +$115K 6.36% 3
2017
Q4 		$6.09M Buy
+111,356
New +$5.99M 6.38% 3

Other funds holding VEU

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
CIAS
CBIZ Investment Advisory Services Independence, Ohio $2.74B AUM 14.19% 1-Year Est. Return

Beacon Wealthcare Inc's VEU Position: Q4 2020 in Review

Beacon Wealthcare Inc reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 0.46% in Q4 2020, selling an estimated $44.6K and leaving 176,543 shares worth $10.3M. The position accounts for 5.99% of the portfolio, ranked #3.

Beacon Wealthcare Inc first reported a position in VEU in Q4 2017 and has held it in 13 quarters since. 914 funds tracked by Wall St. Rank hold VEU as of Q4 2020.

  • Beacon Wealthcare Inc held 176,543 shares of Vanguard FTSE All-World ex-US ETF worth $10.3M as of Q4 2020.
  • Beacon Wealthcare Inc sold 818 Vanguard FTSE All-World ex-US ETF shares in Q4 2020, an estimated $44.6K.
  • Vanguard FTSE All-World ex-US ETF made up 5.99% of Beacon Wealthcare Inc's portfolio in Q4 2020, its #3 holding.
  • Beacon Wealthcare Inc first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2017 and has held it in 13 quarters since.
  • 914 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2020.

Based on Beacon Wealthcare Inc's 13F filing for Q4 2020, filed 10 Feb 2021.