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

SFMG 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
2022
Q4 		– Sell
-6,668
Closed -$294K – 279
2022
Q3 		$294K Buy
6,668
+81
+1% +$4.01K 0.03% 176
2022
Q2 		$329K Buy
+6,587
New +$353K 0.04% 171

Other funds holding VEU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

SFMG Wealth Advisors's VEU Position: Q4 2022 in Review

SFMG Wealth Advisors sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q4 2022, closing a stake of 6,668 shares — an estimated $294K sold.

SFMG Wealth Advisors first reported a position in VEU in Q2 2022 and held it in 2 quarters. The position peaked at $329K in Q2 2022. 1,069 funds tracked by Wall St. Rank hold VEU as of Q4 2022.

  • SFMG Wealth Advisors reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q4 2022 after selling out during the quarter.
  • SFMG Wealth Advisors sold 6,668 Vanguard FTSE All-World ex-US ETF shares in Q4 2022, an estimated $294K.
  • SFMG Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2022 and held it in 2 quarters.
  • SFMG Wealth Advisors's Vanguard FTSE All-World ex-US ETF position peaked at $329K in Q2 2022.
  • 1,069 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2022.

Based on SFMG Wealth Advisors's 13F filing for Q4 2022, filed 25 Jan 2023.