Independence Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Independence Advisors’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
2020 Q3	$53K	Sell	1,055 -9	-0.8%	-$457	0.01%	122
2020 Q2	$51K	Sell	1,064 -33	-3%	-$1.48K	0.01%	118
2020 Q1	$45K	Sell	1,097 -70	-6%	-$3.44K	0.01%	108
2019 Q4	$63K	Buy	+1,167	New	+$60.6K	0.02%	117

Other funds holding VEU

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

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

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

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

ECM

ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Independence Advisors's VEU Position: Q3 2020 in Review

Independence Advisors reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 0.85% in Q3 2020, selling an estimated $457 and leaving 1,055 shares worth $53K. The position accounts for 0.01% of the portfolio, ranked #122.

Independence Advisors first reported a position in VEU in Q4 2019 and has held it in 4 quarters since. The position peaked at $63K in Q4 2019. 819 funds tracked by Wall St. Rank hold VEU as of Q3 2020.

Independence Advisors held 1,055 shares of Vanguard FTSE All-World ex-US ETF worth $53K as of Q3 2020.
Independence Advisors sold 9 Vanguard FTSE All-World ex-US ETF shares in Q3 2020, an estimated $457.
Vanguard FTSE All-World ex-US ETF made up 0.01% of Independence Advisors's portfolio in Q3 2020, its #122 holding.
Independence Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2019 and has held it in 4 quarters since.
Independence Advisors's Vanguard FTSE All-World ex-US ETF position peaked at $63K in Q4 2019.
819 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.