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Cedar Brook Financial Partners’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Cedar Brook Financial Partners’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
2024
Q2 		– Sell
-9,146
Closed -$536K – 389
2024
Q1 		$536K Buy
9,146
+28
+0.3% +$1.58K 0.11% 198
2023
Q4 		$505K Buy
9,118
+59
+0.7% +$3.13K 0.11% 191
2023
Q3 		$470K Sell
9,059
-1,695
-16% -$91.7K 0.12% 182
2023
Q2 		$585K Sell
10,754
-840
-7% -$45.5K 0.14% 156
2023
Q1 		$620K Buy
11,594
+1,512
+15% +$80.1K 0.16% 149
2022
Q4 		$506K Sell
10,082
-1,849
-15% -$89.7K 0.14% 170
2022
Q3 		$529K Buy
11,931
+257
+2% +$12.7K 0.17% 155
2022
Q2 		$583K Sell
11,674
-1,863
-14% -$99.8K 0.18% 139
2022
Q1 		$780K Sell
13,537
-488
-3% -$28.7K 0.2% 123
2021
Q4 		$859K Buy
14,025
+186
+1% +$11.5K 0.22% 110
2021
Q3 		$844K Buy
13,839
+159
+1% +$10K 0.25% 104
2021
Q2 		$867K Sell
13,680
-2,265
-14% -$143K 0.25% 102
2021
Q1 		$968K Buy
15,945
+2,676
+20% +$163K 0.34% 77
2020
Q4 		$774K Buy
13,269
+436
+3% +$23.8K 0.27% 96
2020
Q3 		$647K Sell
12,833
-1,185
-8% -$60.1K 0.25% 112
2020
Q2 		$667K Buy
14,018
+253
+2% +$11.3K 0.3% 100
2020
Q1 		$565K Sell
13,765
-5,057
-27% -$249K 0.31% 94
2019
Q4 		$1.01M Sell
18,822
-550
-3% -$28.6K 0.43% 66
2019
Q3 		$967K Buy
19,372
+832
+4% +$41.5K 0.43% 75
2019
Q2 		$945K Buy
18,540
+236
+1% +$11.9K 0.44% 69
2019
Q1 		$918K Buy
18,304
+1,664
+10% +$81.5K 0.45% 68
2018
Q4 		$758K Buy
+16,640
New +$799K 0.46% 68

Other funds holding VEU

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Cedar Brook Financial Partners's VEU Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q2 2024, closing a stake of 9,146 shares — an estimated $536K sold.

Cedar Brook Financial Partners first reported a position in VEU in Q4 2018 and held it in 22 quarters. The position peaked at $1.01M in Q4 2019. 1,206 funds tracked by Wall St. Rank hold VEU as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 9,146 Vanguard FTSE All-World ex-US ETF shares in Q2 2024, an estimated $536K.
  • Cedar Brook Financial Partners first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2018 and held it in 22 quarters.
  • Cedar Brook Financial Partners's Vanguard FTSE All-World ex-US ETF position peaked at $1.01M in Q4 2019.
  • 1,206 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.