Cardinal Point Wealth Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Cardinal Point Wealth Management’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	$13.8M	Buy	226,702 +13,397	+6%	+$843K	6.5%	4
2021 Q2	$13.5M	Buy	213,305 +7,520	+4%	+$476K	6.11%	5
2021 Q1	$12.5M	Buy	205,785 +15,536	+8%	+$945K	6.29%	5
2020 Q4	$11.1M	Buy	+190,249	New	+$10.4M	5.64%	5

Other funds holding VEU

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cardinal Point Wealth Management's VEU Position: Q3 2021 in Review

Cardinal Point Wealth Management increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 6.3% in Q3 2021, buying an estimated $843K and bringing the position to 226,702 shares worth $13.8M. The position accounts for 6.5% of the portfolio, ranked #4.

Cardinal Point Wealth Management first reported a position in VEU in Q4 2020 and has held it in 4 quarters since. 959 funds tracked by Wall St. Rank hold VEU as of Q3 2021.

Cardinal Point Wealth Management held 226,702 shares of Vanguard FTSE All-World ex-US ETF worth $13.8M as of Q3 2021.
Cardinal Point Wealth Management bought 13,397 Vanguard FTSE All-World ex-US ETF shares in Q3 2021, an estimated $843K.
Vanguard FTSE All-World ex-US ETF made up 6.5% of Cardinal Point Wealth Management's portfolio in Q3 2021, its #4 holding.
Cardinal Point Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2020 and has held it in 4 quarters since.
959 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2021.

Based on Cardinal Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.