FFW
VEU icon

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

Fusion Family 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
2021
Q3 		– Sell
-3,280
Closed -$208K – 38
2021
Q2 		$208K Hold
3,280
– – 0.03% 35
2021
Q1 		$199K Buy
3,280
+1,029
+46% +$62.6K 0.03% 34
2020
Q4 		$131K Hold
2,251
– – 0.02% 36
2020
Q3 		$114K Sell
2,251
-40
-2% -$2.03K 0.02% 39
2020
Q2 		$109K Sell
2,291
-1,234
-35% -$55.3K 0.03% 38
2020
Q1 		$145K Sell
3,525
-1,041
-23% -$51.2K 0.04% 36
2019
Q4 		$245K Sell
4,566
-64
-1% -$3.32K 0.06% 33
2019
Q3 		$231K Hold
4,630
– – 0.06% 32
2019
Q2 		$236K Hold
4,630
– – 0.06% 41
2019
Q1 		$232K Sell
4,630
-571
-11% -$28K 0.06% 36
2018
Q4 		$237K Sell
5,201
-740
-12% -$35.5K 0.07% 58
2018
Q3 		$309K Sell
5,941
-1,706
-22% -$88.9K 0.08% 47
2018
Q2 		$396K Buy
7,647
+233
+3% +$12.6K 0.11% 44
2018
Q1 		$403K Sell
7,414
-582
-7% -$32.4K 0.14% 38
2017
Q4 		$438K Buy
7,996
+26
+0.3% +$1.4K 0.11% 44
2017
Q3 		$420K Sell
7,970
-1,011
-11% -$52.3K 0.14% 34
2017
Q2 		$449K Sell
8,981
-80
-0.9% -$3.96K 0.15% 45
2017
Q1 		$433K Sell
9,061
-619
-6% -$28.8K 0.16% 43
2016
Q4 		$441K Buy
+9,680
New +$429K 0.26% 43

Other funds holding VEU

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Fusion Family Wealth's VEU Position: Q3 2021 in Review

Fusion Family Wealth sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q3 2021, closing a stake of 3,280 shares — an estimated $208K sold.

Fusion Family Wealth first reported a position in VEU in Q4 2016 and held it in 19 quarters. The position peaked at $449K in Q2 2017. 959 funds tracked by Wall St. Rank hold VEU as of Q3 2021.

  • Fusion Family Wealth reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q3 2021 after selling out during the quarter.
  • Fusion Family Wealth sold 3,280 Vanguard FTSE All-World ex-US ETF shares in Q3 2021, an estimated $208K.
  • Fusion Family Wealth first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2016 and held it in 19 quarters.
  • Fusion Family Wealth's Vanguard FTSE All-World ex-US ETF position peaked at $449K in Q2 2017.
  • 959 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2021.

Based on Fusion Family Wealth's 13F filing for Q3 2021, filed 14 Oct 2021.