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DMS
Discretionary Management Services’s
Vanguard FTSE All-World ex-US ETF
VEU
Stock Holding History
Discretionary Management Services’s Portfolio
VEU Stock Details
VEU Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2014
Q1
–
Sell
-460
Closed
-$23K
–
15
2013
Q4
$23K
Buy
460
+41
+10%
+$2.04K
0.03%
16
2013
Q3
$20K
Buy
+419
New
+$19.7K
0.03%
15
Other funds holding VEU
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
VA
Valmark Advisers
Akron, Ohio
$8.42B AUM
14.36%
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
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
U
UBS
Zurich, Switzerland
$109B AUM
16.36%
1-Year Est. Return
ECM
ETrade Capital Management
Arlington, Virginia
$5.37B AUM
10.84%
1-Year Est. Return
USAA
United Services Automobile Association
San Antonio, Texas
$851M AUM
5.13%
1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors
Springfield, Missouri
$5.27B AUM
18.06%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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