Klingman & Associates’s Vanguard FTSE Europe ETF VGK Stock Holding History

Klingman & Associates’s Portfolio VGK Stock Details VGK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-5,662	Closed	-$353K	–	210
2022 Q1	$353K	Hold	5,662	–	–	0.03%	147
2021 Q4	$386K	Hold	5,662	–	–	0.03%	127
2021 Q3	$371K	Hold	5,662	–	–	0.03%	120
2021 Q2	$381K	Hold	5,662	–	–	0.04%	115
2021 Q1	$357K	Hold	5,662	–	–	0.04%	117
2020 Q4	$341K	Sell	5,662 -350	-6%	-$19.7K	0.04%	109
2020 Q3	$315K	Hold	6,012	–	–	0.04%	104
2020 Q2	$303K	Sell	6,012 -2,828	-32%	-$133K	0.05%	104
2020 Q1	$383K	Buy	+8,840	New	+$468K	0.08%	82
2016 Q4	–	Sell	-350	Closed	-$17K	–	311
2016 Q3	$17K	Hold	350	–	–	0.01%	269
2016 Q2	$16K	Hold	350	–	–	0.01%	277
2016 Q1	$17K	Hold	350	–	–	0.01%	270
2015 Q4	$17K	Sell	350 -3,966	-92%	-$203K	0.01%	280
2015 Q3	$212K	Hold	4,316	–	–	0.08%	104
2015 Q2	$233K	Hold	4,316	–	–	0.09%	79
2015 Q1	$234K	Hold	4,316	–	–	0.1%	76
2014 Q4	$226K	Buy	+4,316	New	+$231K	0.09%	78

Other funds holding VGK

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Klingman & Associates's VGK Position: Q2 2022 in Review

Klingman & Associates sold out of Vanguard FTSE Europe ETF (VGK) in Q2 2022, closing a stake of 5,662 shares — an estimated $353K sold.

Klingman & Associates first reported a position in VGK in Q4 2014 and held it in 17 quarters. The position peaked at $386K in Q4 2021. 593 funds tracked by Wall St. Rank hold VGK as of Q2 2022.

Klingman & Associates reported no remaining Vanguard FTSE Europe ETF position as of Q2 2022 after selling out during the quarter.
Klingman & Associates sold 5,662 Vanguard FTSE Europe ETF shares in Q2 2022, an estimated $353K.
Klingman & Associates first reported a position in Vanguard FTSE Europe ETF in Q4 2014 and held it in 17 quarters.
Klingman & Associates's Vanguard FTSE Europe ETF position peaked at $386K in Q4 2021.
593 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q2 2022.

Based on Klingman & Associates's 13F filing for Q2 2022, filed 27 Jul 2022.