McAdams Wright Ragen’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

McAdams Wright Ragen’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	$432K	Sell	8,793 -185	-2%	-$9.56K	0.02%	285
2014 Q2	$469K	Buy	8,978 +666	+8%	+$34.3K	0.03%	267
2014 Q1	$418K	Buy	8,312 +200	+2%	+$9.9K	0.03%	261
2013 Q4	$411K	Buy	8,112 +450	+6%	+$22.4K	0.03%	253
2013 Q3	$372K	Buy	7,662 +572	+8%	+$26.8K	0.03%	246
2013 Q2	$314K	Buy	+7,090	New	+$332K	0.03%	265

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

McAdams Wright Ragen's VEU Position: Q3 2014 in Review

McAdams Wright Ragen reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 2.1% in Q3 2014, selling an estimated $9.56K and leaving 8,793 shares worth $432K. The position accounts for 0.02% of the portfolio, ranked #285.

McAdams Wright Ragen first reported a position in VEU in Q2 2013 and has held it in 6 quarters since. The position peaked at $469K in Q2 2014. 397 funds tracked by Wall St. Rank hold VEU as of Q3 2014.

McAdams Wright Ragen held 8,793 shares of Vanguard FTSE All-World ex-US ETF worth $432K as of Q3 2014.
McAdams Wright Ragen sold 185 Vanguard FTSE All-World ex-US ETF shares in Q3 2014, an estimated $9.56K.
Vanguard FTSE All-World ex-US ETF made up 0.02% of McAdams Wright Ragen's portfolio in Q3 2014, its #285 holding.
McAdams Wright Ragen first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2013 and has held it in 6 quarters since.
McAdams Wright Ragen's Vanguard FTSE All-World ex-US ETF position peaked at $469K in Q2 2014.
397 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.