Institutional & Family Asset Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Institutional & Family Asset Management’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 Q2	$47.8K	Hold	815	–	–	0.01%	242
2024 Q1	$47.8K	Sell	815 -12,084	-94%	-$683K	0.01%	239
2023 Q4	$724K	Buy	+12,899	New	+$684K	0.12%	110
2023 Q3	–	Sell	-17	Closed	-$925	–	764
2023 Q2	$925	Buy	+17	New	+$921	﹤0.01%	635
2020 Q3	–	Sell	-66,937	Closed	-$3.19M	–	898
2020 Q2	$3.19M	Hold	66,937	–	–	0.66%	60
2020 Q1	$2.75M	Hold	66,937	–	–	0.63%	63
2019 Q4	$3.6M	Sell	66,937 -1,033	-2%	-$53.7K	0.76%	37
2019 Q3	$3.39M	Hold	67,970	–	–	0.74%	48
2019 Q2	$3.47M	Hold	67,970	–	–	0.75%	45
2019 Q1	$3.41M	Hold	67,970	–	–	0.72%	49
2018 Q4	$3.1M	Hold	67,970	–	–	0.69%	50
2018 Q3	$3.54M	Hold	67,970	–	–	0.7%	54
2018 Q2	$3.52M	Buy	67,970 +1,033	+2%	+$56K	0.73%	39
2018 Q1	$3.64M	Hold	66,937	–	–	0.77%	35
2017 Q4	$3.66M	Hold	66,937	–	–	0.7%	62
2017 Q3	$3.53M	Buy	+66,937	New	+$3.46M	0.71%	55

Other funds holding VEU

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 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

Institutional & Family Asset Management's VEU Position: Q2 2024 in Review

Institutional & Family Asset Management held its Vanguard FTSE All-World ex-US ETF (VEU) position steady in Q2 2024 at 815 shares worth $47.8K. The position accounts for 0.01% of the portfolio, ranked #242.

Institutional & Family Asset Management first reported a position in VEU in Q3 2017 and has held it in 16 quarters since. The position peaked at $3.66M in Q4 2017. 1,206 funds tracked by Wall St. Rank hold VEU as of Q2 2024.

Institutional & Family Asset Management held 815 shares of Vanguard FTSE All-World ex-US ETF worth $47.8K as of Q2 2024.
Institutional & Family Asset Management left its Vanguard FTSE All-World ex-US ETF share count unchanged in Q2 2024.
Vanguard FTSE All-World ex-US ETF made up 0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #242 holding.
Institutional & Family Asset Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q3 2017 and has held it in 16 quarters since.
Institutional & Family Asset Management's Vanguard FTSE All-World ex-US ETF position peaked at $3.66M in Q4 2017.
1,206 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.