Planning Solutions Group’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Planning Solutions 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
2019 Q2	$7.02M	Buy	137,625 +12,630	+10%	+$637K	3.61%	6
2019 Q1	$6.27M	Buy	124,995 +10,760	+9%	+$527K	3.36%	7
2018 Q4	$5.21M	Buy	+114,235	New	+$5.49M	3.17%	8

Other funds holding VEU

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

ECM

ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Planning Solutions Group's VEU Position: Q2 2019 in Review

Planning Solutions Group increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 10% in Q2 2019, buying an estimated $637K and bringing the position to 137,625 shares worth $7.02M. The position accounts for 3.61% of the portfolio, ranked #6.

Planning Solutions Group first reported a position in VEU in Q4 2018 and has held it in 3 quarters since. 769 funds tracked by Wall St. Rank hold VEU as of Q2 2019.

Planning Solutions Group held 137,625 shares of Vanguard FTSE All-World ex-US ETF worth $7.02M as of Q2 2019.
Planning Solutions Group bought 12,630 Vanguard FTSE All-World ex-US ETF shares in Q2 2019, an estimated $637K.
Vanguard FTSE All-World ex-US ETF made up 3.61% of Planning Solutions Group's portfolio in Q2 2019, its #6 holding.
Planning Solutions Group first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2018 and has held it in 3 quarters since.
769 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2019.

Based on Planning Solutions Group's 13F filing for Q2 2019, filed 15 Aug 2019.