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Madison Scottsdale’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Madison Scottsdale’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
2013
Q4 		$3.67M Buy
72,294
+8,550
+13% +$425K 3.36% 5
2013
Q3 		$3.1M Buy
63,744
+658
+1% +$30.9K 2.98% 5
2013
Q2 		$2.79M Buy
+63,086
New +$2.95M 2.76% 5

Other funds holding VEU

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
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Madison Scottsdale's VEU Position: Q4 2013 in Review

Madison Scottsdale increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 13% in Q4 2013, buying an estimated $425K and bringing the position to 72,294 shares worth $3.67M. The position accounts for 3.36% of the portfolio, ranked #5.

Madison Scottsdale first reported a position in VEU in Q2 2013 and has held it in 3 quarters since. 384 funds tracked by Wall St. Rank hold VEU as of Q4 2013.

  • Madison Scottsdale held 72,294 shares of Vanguard FTSE All-World ex-US ETF worth $3.67M as of Q4 2013.
  • Madison Scottsdale bought 8,550 Vanguard FTSE All-World ex-US ETF shares in Q4 2013, an estimated $425K.
  • Vanguard FTSE All-World ex-US ETF made up 3.36% of Madison Scottsdale's portfolio in Q4 2013, its #5 holding.
  • Madison Scottsdale first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2013 and has held it in 3 quarters since.
  • 384 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2013.

Based on Madison Scottsdale's 13F filing for Q4 2013, filed 12 Feb 2014.