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

Janiczek 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
2024 Q2	$904K	Sell	15,413 -1,241	-7%	-$72.8K	0.19%	49
2024 Q1	$977K	Hold	16,654	–	–	0.21%	45
2023 Q4	$935K	Hold	16,654	–	–	0.23%	41
2023 Q3	$864K	Hold	16,654	–	–	0.23%	41
2023 Q2	$906K	Hold	16,654	–	–	0.25%	36
2023 Q1	$908K	Hold	16,654	–	–	0.26%	33
2022 Q4	$892K	Hold	16,654	–	–	0.25%	36
2022 Q3	$744K	Hold	16,654	–	–	0.24%	37
2022 Q2	$860K	Hold	16,654	–	–	0.26%	37
2022 Q1	$959K	Sell	16,654 -4	-0%	-$235	0.26%	33
2021 Q4	$1.02M	Sell	16,658 -187	-1%	-$11.6K	0.31%	31
2021 Q3	$1.03M	Hold	16,845	–	–	0.36%	29
2021 Q2	$1.07M	Hold	16,845	–	–	0.39%	28
2021 Q1	$1.02M	Buy	16,845 +16,360	+3,373%	+$995K	0.41%	28
2020 Q4	$28K	Hold	485	–	–	0.01%	298
2020 Q3	$24K	Hold	485	–	–	0.01%	147
2020 Q2	$23K	Buy	+485	New	+$21.7K	0.01%	113
2020 Q1	–	Sell	-221	Closed	-$12K	–	163
2019 Q4	$12K	Hold	221	–	–	0.01%	106
2019 Q3	$11K	Hold	221	–	–	0.01%	111
2019 Q2	$11K	Sell	221 -56	-20%	-$2.83K	0.01%	139
2019 Q1	$14K	Buy	277 +1	+0.4%	+$49	0.01%	108
2018 Q4	$13K	Hold	276	–	–	0.01%	103
2018 Q3	$14K	Hold	276	–	–	0.01%	90
2018 Q2	$14K	Buy	+276	New	+$15K	0.01%	91

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

Janiczek Wealth Management's VEU Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 7.5% in Q2 2024, selling an estimated $72.8K and leaving 15,413 shares worth $904K. The position accounts for 0.19% of the portfolio, ranked #49.

Janiczek Wealth Management first reported a position in VEU in Q2 2018 and has held it in 24 quarters since. The position peaked at $1.07M in Q2 2021. 1,206 funds tracked by Wall St. Rank hold VEU as of Q2 2024.

Janiczek Wealth Management held 15,413 shares of Vanguard FTSE All-World ex-US ETF worth $904K as of Q2 2024.
Janiczek Wealth Management sold 1,241 Vanguard FTSE All-World ex-US ETF shares in Q2 2024, an estimated $72.8K.
Vanguard FTSE All-World ex-US ETF made up 0.19% of Janiczek Wealth Management's portfolio in Q2 2024, its #49 holding.
Janiczek Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2018 and has held it in 24 quarters since.
Janiczek Wealth Management's Vanguard FTSE All-World ex-US ETF position peaked at $1.07M in Q2 2021.
1,206 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.