Capital Analysts LLC’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Capital Analysts LLC’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
2023 Q4	–	Sell	-498	Closed	-$26K	–	1219
2023 Q3	$26K	Buy	+498	New	+$26.9K	﹤0.01%	735
2021 Q4	–	Sell	-174	Closed	-$11K	–	1036
2021 Q3	$11K	Hold	174	–	–	﹤0.01%	789
2021 Q2	$11K	Buy	+174	New	+$11K	﹤0.01%	742
2019 Q2	–	Sell	-150	Closed	-$7K	–	715
2019 Q1	$7K	Buy	+150	New	+$7.34K	﹤0.01%	547
2015 Q1	–	Sell	-74	Closed	-$3.47K	–	409
2014 Q4	$3.47K	Hold	74	–	–	﹤0.01%	379
2014 Q3	$3.64K	Hold	74	–	–	﹤0.01%	373
2014 Q2	$3.87K	Hold	74	–	–	﹤0.01%	367
2014 Q1	$3.72K	Sell	74 -4	-5%	-$198	﹤0.01%	340
2013 Q4	$3.96K	Hold	78	–	–	﹤0.01%	315
2013 Q3	$3.79K	Hold	78	–	–	﹤0.01%	293
2013 Q2	$3.45K	Buy	+78	New	+$3.65K	﹤0.01%	281

Other funds holding VEU

Morgan Stanley New York $1.66T AUM 25.57% 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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Capital Analysts LLC's VEU Position: Q4 2023 in Review

Capital Analysts LLC sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q4 2023, closing a stake of 498 shares — an estimated $26K sold.

Capital Analysts LLC first reported a position in VEU in Q2 2013 and held it in 11 quarters. The position peaked at $26K in Q3 2023. 1,190 funds tracked by Wall St. Rank hold VEU as of Q4 2023.

Capital Analysts LLC reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q4 2023 after selling out during the quarter.
Capital Analysts LLC sold 498 Vanguard FTSE All-World ex-US ETF shares in Q4 2023, an estimated $26K.
Capital Analysts LLC first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2013 and held it in 11 quarters.
Capital Analysts LLC's Vanguard FTSE All-World ex-US ETF position peaked at $26K in Q3 2023.
1,190 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2023.

Based on Capital Analysts LLC's 13F filing for Q4 2023, filed 30 Jan 2024.