Personal Capital Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Personal Capital Advisors’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 Q4	$21.7M	Buy	433,323 +82,265	+23%	+$3.99M	0.11%	129
2022 Q3	$15.6M	Buy	351,058 +29,485	+9%	+$1.46M	0.08%	135
2022 Q2	$16.1M	Buy	321,573 +85,094	+36%	+$4.56M	0.08%	132
2022 Q1	$13.6M	Sell	236,479 -171,620	-42%	-$10.1M	0.06%	145
2021 Q4	$25.2M	Buy	408,099 +186,481	+84%	+$11.5M	0.12%	120
2021 Q3	$13.5M	Buy	221,618 +427	+0.2%	+$26.9K	0.07%	139
2021 Q2	$14M	Sell	221,191 -22,526	-9%	-$1.42M	0.07%	133
2021 Q1	$14.8M	Buy	243,717 +10,630	+5%	+$647K	0.09%	130
2020 Q4	$13.6M	Buy	233,087 +1,527	+0.7%	+$83.2K	0.09%	131
2020 Q3	$11.7M	Sell	231,560 -36,727	-14%	-$1.86M	0.09%	124
2020 Q2	$12.8M	Buy	268,287 +71,682	+36%	+$3.21M	0.11%	122
2020 Q1	$9.24M	Buy	196,605 +30,606	+18%	+$1.51M	0.09%	128
2019 Q4	$8.92M	Sell	165,999 -668,919	-80%	-$34.7M	0.08%	128
2019 Q3	$41.7M	Buy	834,918 +682,206	+447%	+$34M	0.4%	61
2019 Q2	$7.79M	Sell	152,712 -3,070	-2%	-$155K	0.08%	129
2019 Q1	$7.81M	Sell	155,782 -2,432,542	-94%	-$119M	0.09%	124
2018 Q4	$118M	Buy	2,588,324 +2,205,947	+577%	+$106M	1.58%	17
2018 Q3	$19.9M	Buy	382,377 +351,266	+1,129%	+$18.3M	0.26%	97
2018 Q2	$1.61M	Buy	31,111 +12,631	+68%	+$685K	0.02%	164
2018 Q1	$1M	Buy	18,480 +2,962	+19%	+$165K	0.02%	172
2017 Q4	$849K	Buy	15,518 +494	+3%	+$26.6K	0.01%	181
2017 Q3	$792K	Sell	15,024 -1,382	-8%	-$71.5K	0.02%	172
2017 Q2	$821K	Buy	16,406 +685	+4%	+$33.9K	0.02%	169
2017 Q1	$757K	Sell	15,721 -52,601	-77%	-$2.45M	0.02%	148
2016 Q4	$3.02M	Buy	68,322 +61,850	+956%	+$2.74M	0.09%	127
2016 Q3	$292K	Sell	6,472 -194,321	-97%	-$8.69M	0.01%	154
2016 Q2	$8.6M	Buy	200,793 +193,440	+2,631%	+$8.38M	0.33%	88
2016 Q1	$317K	Sell	7,353 -849,918	-99%	-$34.8M	0.01%	139
2015 Q4	$37.2M	Buy	857,271 +825,535	+2,601%	+$36.9M	2.04%	8
2015 Q3	$1.35M	Buy	31,736 +27,365	+626%	+$1.26M	0.09%	112
2015 Q2	$212K	Buy	+4,371	New	+$222K	0.01%	138
2015 Q1	–	Sell	-78,782	Closed	-$3.69M	–	144
2014 Q4	$3.69M	Buy	+78,782	New	+$3.79M	0.38%	82

Other funds holding VEU

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

Jane Street New York $1.21T AUM 78.12% 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

Personal Capital Advisors's VEU Position: Q4 2022 in Review

Personal Capital Advisors increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 23% in Q4 2022, buying an estimated $3.99M and bringing the position to 433,323 shares worth $21.7M. The position accounts for 0.11% of the portfolio, ranked #129.

Personal Capital Advisors first reported a position in VEU in Q4 2014 and has held it in 32 quarters since. The position peaked at $118M in Q4 2018. 1,072 funds tracked by Wall St. Rank hold VEU as of Q4 2022.

Personal Capital Advisors held 433,323 shares of Vanguard FTSE All-World ex-US ETF worth $21.7M as of Q4 2022.
Personal Capital Advisors bought 82,265 Vanguard FTSE All-World ex-US ETF shares in Q4 2022, an estimated $3.99M.
Vanguard FTSE All-World ex-US ETF made up 0.11% of Personal Capital Advisors's portfolio in Q4 2022, its #129 holding.
Personal Capital Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2014 and has held it in 32 quarters since.
Personal Capital Advisors's Vanguard FTSE All-World ex-US ETF position peaked at $118M in Q4 2018.
1,072 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.