Financial Planning & Information Services’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Financial Planning & Information Services’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 Q3	$262K	Buy	4,166 +299	+8%	+$18K	0.04%	78
2024 Q2	$227K	Hold	3,867	–	–	0.03%	77
2024 Q1	$227K	Hold	3,867	–	–	0.03%	80
2023 Q4	$217K	Hold	3,867	–	–	0.03%	80
2023 Q3	$201K	Buy	+3,867	New	+$209K	0.04%	82
2018 Q3	–	Sell	-4,118	Closed	-$213K	–	48
2018 Q2	$213K	Hold	4,118	–	–	0.08%	43
2018 Q1	$224K	Hold	4,118	–	–	0.08%	42
2017 Q4	$225K	Sell	4,118 -209	-5%	-$11.2K	0.08%	35
2017 Q3	$228K	Sell	4,327 -299	-6%	-$15.5K	0.08%	34
2017 Q2	$231K	Sell	4,626 -27	-0.6%	-$1.34K	0.08%	33
2017 Q1	$223K	Hold	4,653	–	–	0.08%	36
2016 Q4	$206K	Sell	4,653 -188	-4%	-$8.34K	0.08%	36
2016 Q3	$220K	Sell	4,841 -86	-2%	-$3.84K	0.09%	33
2016 Q2	$211K	Hold	4,927	–	–	0.1%	34
2016 Q1	$213K	Buy	+4,927	New	+$202K	0.11%	32
2015 Q1	–	Sell	-4,341	Closed	-$209K	–	33
2014 Q4	$209K	Buy	4,341 +103	+2%	+$4.95K	0.15%	30
2014 Q3	$209K	Sell	4,238 -64	-1%	-$3.31K	0.15%	30
2014 Q2	$225K	Sell	4,302 -1,054	-20%	-$54.3K	0.15%	30
2014 Q1	$269K	Buy	5,356 +47	+0.9%	+$2.33K	0.19%	26
2013 Q4	$269K	Buy	+5,309	New	+$264K	0.19%	26

Other funds holding VEU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Financial Planning & Information Services's VEU Position: Q3 2024 in Review

Financial Planning & Information Services increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 7.7% in Q3 2024, buying an estimated $18K and bringing the position to 4,166 shares worth $262K. The position accounts for 0.04% of the portfolio, ranked #78.

Financial Planning & Information Services first reported a position in VEU in Q4 2013 and has held it in 20 quarters since. The position peaked at $269K in Q1 2014. 1,235 funds tracked by Wall St. Rank hold VEU as of Q3 2024.

Financial Planning & Information Services held 4,166 shares of Vanguard FTSE All-World ex-US ETF worth $262K as of Q3 2024.
Financial Planning & Information Services bought 299 Vanguard FTSE All-World ex-US ETF shares in Q3 2024, an estimated $18K.
Vanguard FTSE All-World ex-US ETF made up 0.04% of Financial Planning & Information Services's portfolio in Q3 2024, its #78 holding.
Financial Planning & Information Services first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2013 and has held it in 20 quarters since.
Financial Planning & Information Services's Vanguard FTSE All-World ex-US ETF position peaked at $269K in Q1 2014.
1,235 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2024.

Based on Financial Planning & Information Services's 13F filing for Q3 2024, filed 12 Nov 2024.