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

Norris 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
2023
Q4 		– Sell
-109,418
Closed -$5.68M – 77
2023
Q3 		$5.68M Sell
109,418
-25,973
-19% -$1.41M 3.94% 6
2023
Q2 		$7.37M Sell
135,391
-22,608
-14% -$1.23M 5.1% 5
2023
Q1 		$8.45M Buy
+157,999
New +$8.37M 6.2% 3

Other funds holding VEU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Norris Financial Group's VEU Position: Q4 2023 in Review

Norris Financial Group sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q4 2023, closing a stake of 109,418 shares — an estimated $5.68M sold.

Norris Financial Group first reported a position in VEU in Q1 2023 and held it in 3 quarters. The position peaked at $8.45M in Q1 2023. 1,194 funds tracked by Wall St. Rank hold VEU as of Q4 2023.

  • Norris Financial Group reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q4 2023 after selling out during the quarter.
  • Norris Financial Group sold 109,418 Vanguard FTSE All-World ex-US ETF shares in Q4 2023, an estimated $5.68M.
  • Norris Financial Group first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2023 and held it in 3 quarters.
  • Norris Financial Group's Vanguard FTSE All-World ex-US ETF position peaked at $8.45M in Q1 2023.
  • 1,194 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2023.

Based on Norris Financial Group's 13F filing for Q4 2023, filed 20 May 2026.