Kiely Wealth Advisory Group’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Kiely Wealth Advisory Group’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 Q4	$123K	Sell	2,044 -2,044	-50%	-$123K	0.08%	81
2024 Q3	$242K	Hold	4,088	–	–	0.15%	53
2024 Q2	$237K	Hold	4,088	–	–	0.13%	40
2024 Q1	$236K	Hold	4,088	–	–	0.13%	37
2023 Q4	$227K	Buy	+4,088	New	+$217K	0.13%	43

Other funds holding VEU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Kiely Wealth Advisory Group's VEU Position: Q4 2024 in Review

Kiely Wealth Advisory Group reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 50% in Q4 2024, selling an estimated $123K and leaving 2,044 shares worth $123K. The position accounts for 0.08% of the portfolio, ranked #81.

Kiely Wealth Advisory Group first reported a position in VEU in Q4 2023 and has held it in 5 quarters since. The position peaked at $242K in Q3 2024. 1,288 funds tracked by Wall St. Rank hold VEU as of Q4 2024.

Kiely Wealth Advisory Group held 2,044 shares of Vanguard FTSE All-World ex-US ETF worth $123K as of Q4 2024.
Kiely Wealth Advisory Group sold 2,044 Vanguard FTSE All-World ex-US ETF shares in Q4 2024, an estimated $123K.
Vanguard FTSE All-World ex-US ETF made up 0.08% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #81 holding.
Kiely Wealth Advisory Group first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2023 and has held it in 5 quarters since.
Kiely Wealth Advisory Group's Vanguard FTSE All-World ex-US ETF position peaked at $242K in Q3 2024.
1,288 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.