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

Lutz 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
2022
Q3 		– Sell
-26,267
Closed -$1.31M – 75
2022
Q2 		$1.31M Buy
+26,267
New +$1.41M 0.17% 43
2019
Q1 		– Sell
-21,591
Closed -$984K – 64
2018
Q4 		$984K Sell
21,591
-286
-1% -$13.7K 0.22% 41
2018
Q3 		$1.14M Buy
+21,877
New +$1.14M 0.25% 29

Other funds holding VEU

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Lutz Financial Services's VEU Position: Q3 2022 in Review

Lutz Financial Services sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q3 2022, closing a stake of 26,267 shares — an estimated $1.31M sold.

Lutz Financial Services first reported a position in VEU in Q3 2018 and held it in 3 quarters. The position peaked at $1.31M in Q2 2022. 973 funds tracked by Wall St. Rank hold VEU as of Q3 2022.

  • Lutz Financial Services reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q3 2022 after selling out during the quarter.
  • Lutz Financial Services sold 26,267 Vanguard FTSE All-World ex-US ETF shares in Q3 2022, an estimated $1.31M.
  • Lutz Financial Services first reported a position in Vanguard FTSE All-World ex-US ETF in Q3 2018 and held it in 3 quarters.
  • Lutz Financial Services's Vanguard FTSE All-World ex-US ETF position peaked at $1.31M in Q2 2022.
  • 973 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2022.

Based on Lutz Financial Services's 13F filing for Q3 2022, filed 24 Oct 2022.