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Delap Wealth Advisory’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Delap Wealth Advisory’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
-4,318
Closed -$253K – 282
2024
Q1 		$253K Buy
+4,318
New +$244K 0.1% 192

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

Delap Wealth Advisory's VEU Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q2 2024, closing a stake of 4,318 shares — an estimated $253K sold.

Delap Wealth Advisory first reported a position in VEU in Q1 2024 and held it in 1 quarter. The position peaked at $253K in Q1 2024. 1,206 funds tracked by Wall St. Rank hold VEU as of Q2 2024.

  • Delap Wealth Advisory reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q2 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 4,318 Vanguard FTSE All-World ex-US ETF shares in Q2 2024, an estimated $253K.
  • Delap Wealth Advisory first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2024 and held it in 1 quarter.
  • Delap Wealth Advisory's Vanguard FTSE All-World ex-US ETF position peaked at $253K in Q1 2024.
  • 1,206 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.