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Jackson Wealth Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Jackson Wealth 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
2018
Q2 		– Sell
-48,892
Closed -$2.64M – 109
2018
Q1 		$2.64M Sell
48,892
-820
-2% -$45.7K 0.74% 34
2017
Q4 		$2.81M Buy
49,712
+2,107
+4% +$113K 0.71% 38
2017
Q3 		$2.54M Buy
47,605
+1,239
+3% +$64.1K 0.69% 33
2017
Q2 		$2.41M Buy
+46,366
New +$2.29M 0.76% 28

Other funds holding VEU

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

Jackson Wealth Management's VEU Position: Q2 2018 in Review

Jackson Wealth Management sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q2 2018, closing a stake of 48,892 shares — an estimated $2.64M sold.

Jackson Wealth Management first reported a position in VEU in Q2 2017 and held it in 4 quarters. The position peaked at $2.81M in Q4 2017. 752 funds tracked by Wall St. Rank hold VEU as of Q2 2018.

  • Jackson Wealth Management reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q2 2018 after selling out during the quarter.
  • Jackson Wealth Management sold 48,892 Vanguard FTSE All-World ex-US ETF shares in Q2 2018, an estimated $2.64M.
  • Jackson Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2017 and held it in 4 quarters.
  • Jackson Wealth Management's Vanguard FTSE All-World ex-US ETF position peaked at $2.81M in Q4 2017.
  • 752 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2018.

Based on Jackson Wealth Management's 13F filing for Q2 2018, filed 8 Aug 2018.