NFSG
VEU icon

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

Newbridge Financial Services 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
2023
Q3 		– Sell
-92
Closed -$5.01K – 1406
2023
Q2 		$5.01K Buy
+92
New +$4.99K ﹤0.01% 1009
2021
Q4 		– Sell
-241
Closed -$15K – 1542
2021
Q3 		$15K Buy
+241
New +$15.2K 0.01% 756

Other funds holding VEU

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
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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Newbridge Financial Services Group's VEU Position: Q3 2023 in Review

Newbridge Financial Services Group sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q3 2023, closing a stake of 92 shares — an estimated $5.01K sold.

Newbridge Financial Services Group first reported a position in VEU in Q3 2021 and held it in 2 quarters. The position peaked at $15K in Q3 2021. 1,096 funds tracked by Wall St. Rank hold VEU as of Q3 2023.

  • Newbridge Financial Services Group reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q3 2023 after selling out during the quarter.
  • Newbridge Financial Services Group sold 92 Vanguard FTSE All-World ex-US ETF shares in Q3 2023, an estimated $5.01K.
  • Newbridge Financial Services Group first reported a position in Vanguard FTSE All-World ex-US ETF in Q3 2021 and held it in 2 quarters.
  • Newbridge Financial Services Group's Vanguard FTSE All-World ex-US ETF position peaked at $15K in Q3 2021.
  • 1,096 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2023.

Based on Newbridge Financial Services Group's 13F filing for Q3 2023, filed 17 Oct 2023.