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

Emerson Wealth’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
2022 Q2	$56K	Hold	1,118	–	–	0.04%	35
2022 Q1	$64K	Sell	1,118 -85	-7%	-$5K	0.04%	34
2021 Q4	$74K	Hold	1,203	–	–	0.04%	29
2021 Q3	$73K	Buy	1,203 +95	+9%	+$5.98K	0.04%	26
2021 Q2	$70K	Sell	1,108 -165	-13%	-$10.4K	0.04%	26
2021 Q1	$77K	Buy	+1,273	New	+$77.4K	0.05%	25
2020 Q1	–	Sell	-4,304	Closed	-$231K	–	25
2019 Q4	$231K	Hold	4,304	–	–	0.16%	24
2019 Q3	$215K	Buy	4,304 +214	+5%	+$10.7K	0.16%	22
2019 Q2	$209K	Buy	+4,090	New	+$206K	0.15%	23

Other funds holding VEU

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

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

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

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

Emerson Wealth's VEU Position: Q2 2022 in Review

Emerson Wealth held its Vanguard FTSE All-World ex-US ETF (VEU) position steady in Q2 2022 at 1,118 shares worth $56K. The position accounts for 0.04% of the portfolio, ranked #35.

Emerson Wealth first reported a position in VEU in Q2 2019 and has held it in 9 quarters since. The position peaked at $231K in Q4 2019. 1,046 funds tracked by Wall St. Rank hold VEU as of Q2 2022.

Emerson Wealth held 1,118 shares of Vanguard FTSE All-World ex-US ETF worth $56K as of Q2 2022.
Emerson Wealth left its Vanguard FTSE All-World ex-US ETF share count unchanged in Q2 2022.
Vanguard FTSE All-World ex-US ETF made up 0.04% of Emerson Wealth's portfolio in Q2 2022, its #35 holding.
Emerson Wealth first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2019 and has held it in 9 quarters since.
Emerson Wealth's Vanguard FTSE All-World ex-US ETF position peaked at $231K in Q4 2019.
1,046 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2022.

Based on Emerson Wealth's 13F filing for Q2 2022, filed 3 Aug 2022.