Lehman Financial Resources’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Lehman Financial Resources’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
2018 Q3	$637K	Buy	+12,250	New	+$639K	0.3%	46
2015 Q4	–	Sell	-516	Closed	-$22K	–	337
2015 Q3	$22K	Buy	516 +5	+1%	+$231	0.01%	238
2015 Q2	$24K	Hold	511	–	–	0.01%	241
2015 Q1	$25K	Sell	511 -398	-44%	-$19.1K	0.01%	231
2014 Q4	$43K	Sell	909 -48,414	-98%	-$2.33M	0.02%	156
2014 Q3	$2.43M	Buy	49,323 +48,005	+3,642%	+$2.48M	1.27%	26
2014 Q2	$69K	Buy	1,318 +10	+0.8%	+$515	0.03%	118
2014 Q1	$66K	Buy	1,308 +7	+0.5%	+$347	0.03%	116
2013 Q4	$66K	Buy	1,301 +7	+0.5%	+$348	0.04%	99
2013 Q3	$63K	Buy	1,294 +5	+0.4%	+$235	0.04%	97
2013 Q2	$57K	Buy	+1,289	New	+$60.3K	0.04%	93

Other funds holding VEU

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

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

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

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

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

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

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

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

ECM

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Lehman Financial Resources's VEU Position: Q3 2018 in Review

Lehman Financial Resources opened a new position in Vanguard FTSE All-World ex-US ETF (VEU) in Q3 2018: 12,250 shares worth $637K. The stake represents 0.3% of the portfolio and ranks #46 among its holdings. This is a return to the name: Lehman Financial Resources previously reported a position in VEU as recently as Q3 2015.

Lehman Financial Resources first reported a position in VEU in Q2 2013 and has held it in 11 quarters since. The position peaked at $2.43M in Q3 2014. 739 funds tracked by Wall St. Rank hold VEU as of Q3 2018.

Lehman Financial Resources held 12,250 shares of Vanguard FTSE All-World ex-US ETF worth $637K as of Q3 2018.
Vanguard FTSE All-World ex-US ETF was a new Lehman Financial Resources position in Q3 2018.
Vanguard FTSE All-World ex-US ETF made up 0.3% of Lehman Financial Resources's portfolio in Q3 2018, its #46 holding.
Lehman Financial Resources first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2013 and has held it in 11 quarters since.
Lehman Financial Resources's Vanguard FTSE All-World ex-US ETF position peaked at $2.43M in Q3 2014.
739 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2018.

Based on Lehman Financial Resources's 13F filing for Q3 2018, filed 14 Nov 2018.