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Robert N. Shapiro’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Robert N. Shapiro’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
2014
Q4 		$3.08M Buy
65,805
+45,755
+228% +$2.2M 0.62% 40
2014
Q3 		$987K Buy
20,050
+154
+0.8% +$7.96K 0.19% 134
2014
Q2 		$1.04M Hold
19,896
– – 0.2% 131
2014
Q1 		$1M Hold
19,896
– – 0.18% 134
2013
Q4 		$1.01M Sell
19,896
-400
-2% -$19.9K 0.18% 135
2013
Q3 		$986K Sell
20,296
-4,319
-18% -$203K 0.17% 136
2013
Q2 		$1.09M Buy
+24,615
New +$1.15M 0.23% 123

Other funds holding VEU

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Robert N. Shapiro's VEU Position: Q4 2014 in Review

Robert N. Shapiro increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 228% in Q4 2014, buying an estimated $2.2M and bringing the position to 65,805 shares worth $3.08M. The position accounts for 0.62% of the portfolio, ranked #40.

Robert N. Shapiro first reported a position in VEU in Q2 2013 and has held it in 7 quarters since. 444 funds tracked by Wall St. Rank hold VEU as of Q4 2014.

  • Robert N. Shapiro held 65,805 shares of Vanguard FTSE All-World ex-US ETF worth $3.08M as of Q4 2014.
  • Robert N. Shapiro bought 45,755 Vanguard FTSE All-World ex-US ETF shares in Q4 2014, an estimated $2.2M.
  • Vanguard FTSE All-World ex-US ETF made up 0.62% of Robert N. Shapiro's portfolio in Q4 2014, its #40 holding.
  • Robert N. Shapiro first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2013 and has held it in 7 quarters since.
  • 444 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2014.

Based on Robert N. Shapiro's 13F filing for Q4 2014, filed 19 Feb 2015.