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

MDE 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
2015 Q1	$2.12M	Buy	43,418 +1,858	+4%	+$89.3K	0.54%	8
2014 Q4	$1.95M	Sell	41,560 -1,923	-4%	-$92.4K	0.47%	9
2014 Q3	$2.14M	Hold	43,483	–	–	0.53%	10
2014 Q2	$2.27M	Sell	43,483 -486	-1%	-$25K	0.52%	8
2014 Q1	$2.21M	Hold	43,969	–	–	0.45%	11
2013 Q4	$2.23M	Sell	43,969 -9,209	-17%	-$458K	0.38%	11
2013 Q3	$2.58M	Sell	53,178 -9,796	-16%	-$460K	0.41%	9
2013 Q2	$2.79M	Buy	+62,974	New	+$2.95M	0.45%	9

Other funds holding VEU

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

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

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

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

MDE Group's VEU Position: Q1 2015 in Review

MDE Group increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 4.5% in Q1 2015, buying an estimated $89.3K and bringing the position to 43,418 shares worth $2.12M. The position accounts for 0.54% of the portfolio, ranked #8.

MDE Group first reported a position in VEU in Q2 2013 and has held it in 8 quarters since. The position peaked at $2.79M in Q2 2013. 448 funds tracked by Wall St. Rank hold VEU as of Q1 2015.

MDE Group held 43,418 shares of Vanguard FTSE All-World ex-US ETF worth $2.12M as of Q1 2015.
MDE Group bought 1,858 Vanguard FTSE All-World ex-US ETF shares in Q1 2015, an estimated $89.3K.
Vanguard FTSE All-World ex-US ETF made up 0.54% of MDE Group's portfolio in Q1 2015, its #8 holding.
MDE Group first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2013 and has held it in 8 quarters since.
MDE Group's Vanguard FTSE All-World ex-US ETF position peaked at $2.79M in Q2 2013.
448 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2015.

Based on MDE Group's 13F filing for Q1 2015, filed 22 Apr 2015.