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

Berman Capital 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
2021
Q3 		$4.59M Buy
75,360
+268
+0.4% +$16.9K 0.72% 19
2021
Q2 		$4.76M Buy
75,092
+4,284
+6% +$271K 0.76% 18
2021
Q1 		$4.3M Buy
70,808
+12,610
+22% +$767K 0.9% 16
2020
Q4 		$3.4M Buy
58,198
+424
+0.7% +$23.1K 0.81% 17
2020
Q3 		$2.91M Buy
57,774
+304
+0.5% +$15.4K 0.83% 18
2020
Q2 		$2.74M Sell
57,470
-42,056
-42% -$1.88M 0.72% 20
2020
Q1 		$4.08M Sell
99,526
-8,084
-8% -$398K 1.32% 14
2019
Q4 		$5.78M Buy
107,610
+1,359
+1% +$70.6K 1.67% 14
2019
Q3 		$5.3M Buy
106,251
+382
+0.4% +$19K 1.65% 13
2019
Q2 		$5.4M Sell
105,869
-40,334
-28% -$2.04M 1.72% 14
2019
Q1 		$7.33M Sell
146,203
-1,449
-1% -$71K 2.45% 12
2018
Q4 		$6.73M Sell
147,652
-3,510
-2% -$169K 2.64% 11
2018
Q3 		$7.87M Sell
151,162
-8,182
-5% -$427K 3.31% 8
2018
Q2 		$8.26M Buy
159,344
+9,584
+6% +$519K 2.87% 9
2018
Q1 		$8.14M Buy
149,760
+15,173
+11% +$846K 3.1% 8
2017
Q4 		$7.37M Buy
+134,587
New +$7.24M 2.44% 11

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Berman Capital Advisors's VEU Position: Q3 2021 in Review

Berman Capital Advisors increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 0.36% in Q3 2021, buying an estimated $16.9K and bringing the position to 75,360 shares worth $4.59M. The position accounts for 0.72% of the portfolio, ranked #19.

Berman Capital Advisors first reported a position in VEU in Q4 2017 and has held it in 16 quarters since. The position peaked at $8.26M in Q2 2018. 960 funds tracked by Wall St. Rank hold VEU as of Q3 2021.

  • Berman Capital Advisors held 75,360 shares of Vanguard FTSE All-World ex-US ETF worth $4.59M as of Q3 2021.
  • Berman Capital Advisors bought 268 Vanguard FTSE All-World ex-US ETF shares in Q3 2021, an estimated $16.9K.
  • Vanguard FTSE All-World ex-US ETF made up 0.72% of Berman Capital Advisors's portfolio in Q3 2021, its #19 holding.
  • Berman Capital Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2017 and has held it in 16 quarters since.
  • Berman Capital Advisors's Vanguard FTSE All-World ex-US ETF position peaked at $8.26M in Q2 2018.
  • 960 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.