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Holistic Planning’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Holistic Planning’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 		– Sell
-4,096
Closed -$240K – 164
2024
Q2 		$240K Hold
4,096
– – 0.18% 100
2024
Q1 		$240K Sell
4,096
-694
-14% -$39.2K 0.18% 100
2023
Q4 		$269K Buy
+4,790
New +$254K 0.23% 91

Other funds holding VEU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
CIBC Asset Management
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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Holistic Planning's VEU Position: Q3 2024 in Review

Holistic Planning sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q3 2024, closing a stake of 4,096 shares — an estimated $240K sold.

Holistic Planning first reported a position in VEU in Q4 2023 and held it in 3 quarters. The position peaked at $269K in Q4 2023. 1,235 funds tracked by Wall St. Rank hold VEU as of Q3 2024.

  • Holistic Planning reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q3 2024 after selling out during the quarter.
  • Holistic Planning sold 4,096 Vanguard FTSE All-World ex-US ETF shares in Q3 2024, an estimated $240K.
  • Holistic Planning first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2023 and held it in 3 quarters.
  • Holistic Planning's Vanguard FTSE All-World ex-US ETF position peaked at $269K in Q4 2023.
  • 1,235 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2024.

Based on Holistic Planning's 13F filing for Q3 2024, filed 1 Nov 2024.