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Berger Financial Group’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Berger Financial 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
Q1 		– Sell
-4,394
Closed -$269K – 287
2021
Q4 		$269K Buy
4,394
+761
+21% +$47.1K 0.04% 220
2021
Q3 		$221K Hold
3,633
– – 0.04% 194
2021
Q2 		$230K Buy
3,633
+5
+0.1% +$316 0.04% 190
2021
Q1 		$220K Sell
3,628
-994
-22% -$60.5K 0.05% 181
2020
Q4 		$270K Buy
+4,622
New +$252K 0.05% 170

Other funds holding VEU

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Berger Financial Group's VEU Position: Q1 2022 in Review

Berger Financial Group sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q1 2022, closing a stake of 4,394 shares — an estimated $269K sold.

Berger Financial Group first reported a position in VEU in Q4 2020 and held it in 5 quarters. The position peaked at $270K in Q4 2020. 1,072 funds tracked by Wall St. Rank hold VEU as of Q1 2022.

  • Berger Financial Group reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q1 2022 after selling out during the quarter.
  • Berger Financial Group sold 4,394 Vanguard FTSE All-World ex-US ETF shares in Q1 2022, an estimated $269K.
  • Berger Financial Group first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2020 and held it in 5 quarters.
  • Berger Financial Group's Vanguard FTSE All-World ex-US ETF position peaked at $270K in Q4 2020.
  • 1,072 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2022.

Based on Berger Financial Group's 13F filing for Q1 2022, filed 10 May 2022.