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LifePlan Financial Group’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

LifePlan Financial 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
2020
Q3 		$417K Sell
8,260
-1,346
-14% -$68.3K 0.18% 87
2020
Q2 		$457K Hold
9,606
– – 0.21% 79
2020
Q1 		$394K Buy
9,606
+120
+1% +$5.9K 0.21% 82
2019
Q4 		$510K Hold
9,486
– – 0.23% 75
2019
Q3 		$473K Hold
9,486
– – 0.22% 76
2019
Q2 		$484K Hold
9,486
– – 0.23% 71
2019
Q1 		$476K Sell
9,486
-95
-1% -$4.65K 0.25% 67
2018
Q4 		$437K Hold
9,581
– – 0.27% 64
2018
Q3 		$499K Buy
9,581
+389
+4% +$20.3K 0.27% 63
2018
Q2 		$477K Buy
9,192
+306
+3% +$16.6K 0.27% 64
2018
Q1 		$483K Sell
8,886
-758
-8% -$42.2K 0.28% 60
2017
Q4 		$508K Hold
9,644
– – 0.32% 58
2017
Q3 		$508K Sell
9,644
-465
-5% -$24.1K 0.32% 58
2017
Q2 		$506K Hold
10,109
– – 0.35% 60
2017
Q1 		$484K Buy
10,109
+243
+2% +$11.3K 0.34% 61
2016
Q4 		$436K Sell
9,866
-515
-5% -$22.8K 0.31% 73
2016
Q3 		$472K Buy
10,381
+416
+4% +$18.6K 0.32% 60
2016
Q2 		$427K Hold
9,965
– – 0.29% 60
2016
Q1 		$430K Buy
9,965
+887
+10% +$36.3K 0.31% 54
2015
Q4 		$394K Hold
9,078
– – 0.28% 55
2015
Q3 		$387K Sell
9,078
-65
-0.7% -$3K 0.28% 61
2015
Q2 		$444K Sell
9,143
-33
-0.4% -$1.67K 0.3% 62
2015
Q1 		$447K Buy
9,176
+410
+5% +$19.7K 0.3% 42
2014
Q4 		$411K Sell
8,766
-1,899
-18% -$91.3K 0.27% 44
2014
Q3 		$525K Buy
10,665
+400
+4% +$20.7K 0.44% 38
2014
Q2 		$537K Buy
10,265
+118
+1% +$6.08K 0.38% 37
2014
Q1 		$510K Buy
10,147
+262
+3% +$13K 0.41% 37
2013
Q4 		$501K Buy
9,885
+2,125
+27% +$106K 0.34% 38
2013
Q3 		$377K Buy
7,760
+2,685
+53% +$126K 0.31% 37
2013
Q2 		$224K Buy
+5,075
New +$237K 0.25% 40

Other funds holding VEU

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

LifePlan Financial Group's VEU Position: Q3 2020 in Review

LifePlan Financial Group reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 14% in Q3 2020, selling an estimated $68.3K and leaving 8,260 shares worth $417K. The position accounts for 0.18% of the portfolio, ranked #87.

LifePlan Financial Group first reported a position in VEU in Q2 2013 and has held it in 30 quarters since. The position peaked at $537K in Q2 2014. 819 funds tracked by Wall St. Rank hold VEU as of Q3 2020.

  • LifePlan Financial Group held 8,260 shares of Vanguard FTSE All-World ex-US ETF worth $417K as of Q3 2020.
  • LifePlan Financial Group sold 1,346 Vanguard FTSE All-World ex-US ETF shares in Q3 2020, an estimated $68.3K.
  • Vanguard FTSE All-World ex-US ETF made up 0.18% of LifePlan Financial Group's portfolio in Q3 2020, its #87 holding.
  • LifePlan Financial Group first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2013 and has held it in 30 quarters since.
  • LifePlan Financial Group's Vanguard FTSE All-World ex-US ETF position peaked at $537K in Q2 2014.
  • 819 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.