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RGT Wealth Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

RGT Wealth 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
2017
Q1 		– Sell
-5,526
Closed -$244K – 134
2016
Q4 		$244K Buy
+5,526
New +$245K 0.14% 93

Other funds holding VEU

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RGT Wealth Advisors's VEU Position: Q1 2017 in Review

RGT Wealth Advisors sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q1 2017, closing a stake of 5,526 shares — an estimated $244K sold.

RGT Wealth Advisors first reported a position in VEU in Q4 2016 and held it in 1 quarter. The position peaked at $244K in Q4 2016. 572 funds tracked by Wall St. Rank hold VEU as of Q1 2017.

  • RGT Wealth Advisors reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q1 2017 after selling out during the quarter.
  • RGT Wealth Advisors sold 5,526 Vanguard FTSE All-World ex-US ETF shares in Q1 2017, an estimated $244K.
  • RGT Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2016 and held it in 1 quarter.
  • RGT Wealth Advisors's Vanguard FTSE All-World ex-US ETF position peaked at $244K in Q4 2016.
  • 572 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2017.

Based on RGT Wealth Advisors's 13F filing for Q1 2017, filed 12 May 2017.