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Estate Counselors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Estate Counselors’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
2023
Q3 		– Sell
-345,795
Closed -$18.8M – 134
2023
Q2 		$18.8M Sell
345,795
-6,710
-2% -$364K 2.38% 12
2023
Q1 		$18.8M Buy
352,505
+28,170
+9% +$1.49M 2.49% 15
2022
Q4 		$16.3M Buy
324,335
+22,215
+7% +$1.08M 2.27% 14
2022
Q3 		$13.4M Buy
302,120
+18,035
+6% +$893K 2.07% 14
2022
Q2 		$14.2M Buy
284,085
+76,210
+37% +$4.08M 2.11% 14
2022
Q1 		$12M Sell
207,875
-65,680
-24% -$3.86M 1.56% 20
2021
Q4 		$16.8M Buy
273,555
+8,810
+3% +$545K 2.04% 13
2021
Q3 		$16.1M Buy
264,745
+81,800
+45% +$5.15M 2.02% 16
2021
Q2 		$11.6M Buy
182,945
+2,320
+1% +$147K 1.52% 22
2021
Q1 		$11M Sell
180,625
-475
-0.3% -$28.9K 1.61% 21
2020
Q4 		$10.6M Buy
181,100
+85,750
+90% +$4.67M 1.59% 20
2020
Q3 		$4.81M Buy
95,350
+4,100
+4% +$208K 0.75% 39
2020
Q2 		$4.34M Buy
91,250
+3,250
+4% +$146K 0.69% 41
2020
Q1 		$3.61M Buy
+88,000
New +$4.33M 0.59% 45
2017
Q1 		– Sell
-18,600
Closed -$822K – 68
2016
Q4 		$822K Buy
+18,600
New +$825K 0.23% 59
2016
Q1 		– Sell
-27,000
Closed -$1.17M – 70
2015
Q4 		$1.17M Buy
+27,000
New +$1.21M 0.48% 40
2015
Q1 		– Sell
-92,085
Closed -$4.32M – 62
2014
Q4 		$4.32M Sell
92,085
-30,150
-25% -$1.45M 1.53% 21
2014
Q3 		$6.02M Buy
122,235
+760
+0.6% +$39.3K 2.32% 18
2014
Q2 		$6.35M Buy
121,475
+3,880
+3% +$200K 2.43% 18
2014
Q1 		$5.92M Sell
117,595
-58,610
-33% -$2.9M 2.37% 18
2013
Q4 		$8.94M Buy
176,205
+20,455
+13% +$1.02M 3.97% 11
2013
Q3 		$7.57M Buy
+155,750
New +$7.31M 3.5% 12

Other funds holding VEU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Janney Montgomery Scott
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

Estate Counselors's VEU Position: Q3 2023 in Review

Estate Counselors sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q3 2023, closing a stake of 345,795 shares — an estimated $18.8M sold.

Estate Counselors first reported a position in VEU in Q3 2013 and held it in 22 quarters. The position peaked at $18.8M in Q1 2023. 1,096 funds tracked by Wall St. Rank hold VEU as of Q3 2023.

  • Estate Counselors reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q3 2023 after selling out during the quarter.
  • Estate Counselors sold 345,795 Vanguard FTSE All-World ex-US ETF shares in Q3 2023, an estimated $18.8M.
  • Estate Counselors first reported a position in Vanguard FTSE All-World ex-US ETF in Q3 2013 and held it in 22 quarters.
  • Estate Counselors's Vanguard FTSE All-World ex-US ETF position peaked at $18.8M in Q1 2023.
  • 1,096 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2023.

Based on Estate Counselors's 13F filing for Q3 2023, filed 2 Nov 2023.