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

NewFocus Financial 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
2020
Q4 		$807K Buy
13,834
+364
+3% +$19.8K 0.24% 77
2020
Q3 		$680K Buy
13,470
+294
+2% +$14.9K 0.23% 77
2020
Q2 		$627K Sell
13,176
-2,642
-17% -$118K 0.22% 76
2020
Q1 		$649K Buy
15,818
+1,156
+8% +$56.9K 0.3% 54
2019
Q4 		$788K Buy
14,662
+1,512
+11% +$78.5K 0.31% 57
2019
Q3 		$656K Buy
13,150
+1,245
+10% +$62.1K 0.29% 58
2019
Q2 		$607K Buy
11,905
+1,294
+12% +$65.3K 0.28% 55
2019
Q1 		$532K Buy
10,611
+930
+10% +$45.5K 0.27% 55
2018
Q4 		$441K Sell
9,681
-2,405
-20% -$116K 0.26% 56
2018
Q3 		$629K Buy
12,086
+1,265
+12% +$65.9K 0.34% 47
2018
Q2 		$561K Buy
10,821
+1,148
+12% +$62.2K 0.34% 46
2018
Q1 		$526K Buy
9,673
+587
+6% +$32.7K 0.33% 45
2017
Q4 		$497K Buy
9,086
+868
+11% +$46.7K 0.3% 47
2017
Q3 		$433K Buy
8,218
+1,344
+20% +$69.5K 0.28% 52
2017
Q2 		$344K Buy
6,874
+496
+8% +$24.5K 0.19% 61
2017
Q1 		$305K Buy
6,378
+1,562
+32% +$72.8K 0.19% 56
2016
Q4 		$213K Buy
+4,816
New +$214K 0.14% 57
2015
Q4 		– Sell
-5,290
Closed -$226K – 69
2015
Q3 		$226K Buy
5,290
+386
+8% +$17.8K 0.17% 47
2015
Q2 		$238K Buy
4,904
+55
+1% +$2.79K 0.15% 49
2015
Q1 		$236K Buy
+4,849
New +$233K 0.15% 50

Other funds holding VEU

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
CIAS
CBIZ Investment Advisory Services Independence, Ohio $2.74B AUM 16.93% 1-Year Est. Return

NewFocus Financial Group's VEU Position: Q4 2020 in Review

NewFocus Financial Group increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 2.7% in Q4 2020, buying an estimated $19.8K and bringing the position to 13,834 shares worth $807K. The position accounts for 0.24% of the portfolio, ranked #77.

NewFocus Financial Group first reported a position in VEU in Q1 2015 and has held it in 20 quarters since. 915 funds tracked by Wall St. Rank hold VEU as of Q4 2020.

  • NewFocus Financial Group held 13,834 shares of Vanguard FTSE All-World ex-US ETF worth $807K as of Q4 2020.
  • NewFocus Financial Group bought 364 Vanguard FTSE All-World ex-US ETF shares in Q4 2020, an estimated $19.8K.
  • Vanguard FTSE All-World ex-US ETF made up 0.24% of NewFocus Financial Group's portfolio in Q4 2020, its #77 holding.
  • NewFocus Financial Group first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2015 and has held it in 20 quarters since.
  • 915 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2020.

Based on NewFocus Financial Group's 13F filing for Q4 2020, filed 28 Jan 2021.