O'Brien Wealth Partners’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

O'Brien Wealth Partners’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
2022 Q3	–	Sell	-4,870	Closed	-$243K	–	66
2022 Q2	$243K	Hold	4,870	–	–	0.1%	41
2022 Q1	$249K	Hold	4,870	–	–	0.1%	33
2021 Q4	$294K	Hold	4,870	–	–	0.1%	30
2021 Q3	$296K	Hold	4,870	–	–	0.1%	27
2021 Q2	$308K	Hold	4,870	–	–	0.1%	32
2021 Q1	$302K	Hold	4,870	–	–	0.1%	31
2020 Q4	$297K	Hold	4,870	–	–	0.11%	28
2020 Q3	$252K	Buy	+4,870	New	+$247K	0.1%	29

Other funds holding VEU

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

O'Brien Wealth Partners's VEU Position: Q3 2022 in Review

O'Brien Wealth Partners sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q3 2022, closing a stake of 4,870 shares — an estimated $243K sold.

O'Brien Wealth Partners first reported a position in VEU in Q3 2020 and held it in 8 quarters. The position peaked at $308K in Q2 2021. 976 funds tracked by Wall St. Rank hold VEU as of Q3 2022.

O'Brien Wealth Partners reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q3 2022 after selling out during the quarter.
O'Brien Wealth Partners sold 4,870 Vanguard FTSE All-World ex-US ETF shares in Q3 2022, an estimated $243K.
O'Brien Wealth Partners first reported a position in Vanguard FTSE All-World ex-US ETF in Q3 2020 and held it in 8 quarters.
O'Brien Wealth Partners's Vanguard FTSE All-World ex-US ETF position peaked at $308K in Q2 2021.
976 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2022.

Based on O'Brien Wealth Partners's 13F filing for Q3 2022, filed 14 Nov 2022.