Kings Point Capital Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Kings Point Capital 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
2022 Q1	$113K	Hold	1,970	–	–	0.01%	260
2021 Q4	$121K	Hold	1,970	–	–	0.01%	278
2021 Q3	$120K	Buy	1,970 +1	+0.1%	+$63	0.01%	255
2021 Q2	$125K	Buy	1,969 +44	+2%	+$2.78K	0.01%	249
2021 Q1	$117K	Hold	1,925	–	–	0.01%	247
2020 Q4	$112K	Sell	1,925 -615	-24%	-$33.5K	0.01%	230
2020 Q3	$128K	Hold	2,540	–	–	0.02%	213
2020 Q2	$121K	Hold	2,540	–	–	0.02%	199
2020 Q1	$104K	Hold	2,540	–	–	0.02%	211
2019 Q4	$137K	Hold	2,540	–	–	0.02%	217
2019 Q3	$127K	Sell	2,540 -500	-16%	-$24.9K	0.02%	203
2019 Q2	$155K	Hold	3,040	–	–	0.03%	157
2019 Q1	$152K	Hold	3,040	–	–	0.03%	145
2018 Q4	$139K	Hold	3,040	–	–	0.03%	143
2018 Q3	$158K	Sell	3,040 -500	-14%	-$26.1K	0.03%	159
2018 Q2	$184K	Hold	3,540	–	–	0.04%	150
2018 Q1	$192K	Hold	3,540	–	–	0.04%	145
2017 Q4	$194K	Sell	3,540 -960	-21%	-$51.6K	0.04%	146
2017 Q3	$237K	Hold	4,500	–	–	0.05%	135
2017 Q2	$225K	Hold	4,500	–	–	0.05%	135
2017 Q1	$215K	Sell	4,500 -100	-2%	-$4.66K	0.05%	133
2016 Q4	$203K	Hold	4,600	–	–	0.05%	129
2016 Q3	$209K	Hold	4,600	–	–	0.06%	116
2016 Q2	$197K	Buy	4,600 +2,000	+77%	+$86.6K	0.05%	116
2016 Q1	$112K	Hold	2,600	–	–	0.03%	139
2015 Q4	$113K	Hold	2,600	–	–	0.03%	147
2015 Q3	$111K	Hold	2,600	–	–	0.03%	164
2015 Q2	$126K	Buy	+2,600	New	+$132K	0.03%	155

Other funds holding VEU

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

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

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

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

Kings Point Capital Management's VEU Position: Q1 2022 in Review

Kings Point Capital Management held its Vanguard FTSE All-World ex-US ETF (VEU) position steady in Q1 2022 at 1,970 shares worth $113K. The position accounts for 0.01% of the portfolio, ranked #260.

Kings Point Capital Management first reported a position in VEU in Q2 2015 and has held it in 28 quarters since. The position peaked at $237K in Q3 2017. 1,072 funds tracked by Wall St. Rank hold VEU as of Q1 2022.

Kings Point Capital Management held 1,970 shares of Vanguard FTSE All-World ex-US ETF worth $113K as of Q1 2022.
Kings Point Capital Management left its Vanguard FTSE All-World ex-US ETF share count unchanged in Q1 2022.
Vanguard FTSE All-World ex-US ETF made up 0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #260 holding.
Kings Point Capital Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2015 and has held it in 28 quarters since.
Kings Point Capital Management's Vanguard FTSE All-World ex-US ETF position peaked at $237K in Q3 2017.
1,072 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.