KMS Financial Services’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

KMS Financial Services’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
2014 Q3	$500K	Buy	10,154 +888	+10%	+$45.9K	0.07%	265
2014 Q2	$485K	Buy	9,266 +1,891	+26%	+$97.4K	0.07%	279
2014 Q1	$371K	Sell	7,375 -700	-9%	-$34.7K	0.06%	327
2013 Q4	$410K	Sell	8,075 -744	-8%	-$37K	0.07%	310
2013 Q3	$429K	Buy	8,819 +1,832	+26%	+$86K	0.1%	221
2013 Q2	$309K	Buy	+6,987	New	+$327K	0.09%	255

Other funds holding VEU

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

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

MIH

Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return

ECM

ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

FMWA

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

KMS Financial Services's VEU Position: Q3 2014 in Review

KMS Financial Services increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 9.6% in Q3 2014, buying an estimated $45.9K and bringing the position to 10,154 shares worth $500K. The position accounts for 0.07% of the portfolio, ranked #265.

KMS Financial Services first reported a position in VEU in Q2 2013 and has held it in 6 quarters since. 397 funds tracked by Wall St. Rank hold VEU as of Q3 2014.

KMS Financial Services held 10,154 shares of Vanguard FTSE All-World ex-US ETF worth $500K as of Q3 2014.
KMS Financial Services bought 888 Vanguard FTSE All-World ex-US ETF shares in Q3 2014, an estimated $45.9K.
Vanguard FTSE All-World ex-US ETF made up 0.07% of KMS Financial Services's portfolio in Q3 2014, its #265 holding.
KMS Financial Services first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2013 and has held it in 6 quarters since.
397 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2014.

Based on KMS Financial Services's 13F filing for Q3 2014, filed 14 Nov 2014.