Heritage Wealth Management (Arizona)’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$26.2K	Buy	522 +261	+100%	+$12.7K	﹤0.01%	613
2022 Q3	$12K	Buy	261 +36	+16%	+$1.78K	﹤0.01%	627
2022 Q2	$11.2K	Hold	225	–	–	﹤0.01%	649
2022 Q1	$13K	Buy	+225	New	+$13.2K	﹤0.01%	679
2021 Q3	$62K	Hold	1,015	–	–	0.02%	419
2021 Q2	$64K	Sell	1,015 -199	-16%	-$12.6K	0.02%	418
2021 Q1	$74K	Buy	+1,214	New	+$73.8K	0.04%	300

Other funds holding VEU

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Heritage Wealth Management (Arizona)'s VEU Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 100% in Q4 2022, buying an estimated $12.7K and bringing the position to 522 shares worth $26.2K. The position accounts for ﹤0.01% of the portfolio, ranked #613.

Heritage Wealth Management (Arizona) first reported a position in VEU in Q1 2021 and has held it in 7 quarters since. The position peaked at $74K in Q1 2021. 1,069 funds tracked by Wall St. Rank hold VEU as of Q4 2022.

Heritage Wealth Management (Arizona) held 522 shares of Vanguard FTSE All-World ex-US ETF worth $26.2K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 261 Vanguard FTSE All-World ex-US ETF shares in Q4 2022, an estimated $12.7K.
Vanguard FTSE All-World ex-US ETF made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #613 holding.
Heritage Wealth Management (Arizona) first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2021 and has held it in 7 quarters since.
Heritage Wealth Management (Arizona)'s Vanguard FTSE All-World ex-US ETF position peaked at $74K in Q1 2021.
1,069 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.