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Sharp Financial Services’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Sharp Financial Services’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
2024
Q3 		– Sell
-10,203
Closed -$598K – 107
2024
Q2 		$598K Buy
+10,203
New +$599K 0.51% 35

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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Sharp Financial Services's VEU Position: Q3 2024 in Review

Sharp Financial Services sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q3 2024, closing a stake of 10,203 shares — an estimated $598K sold.

Sharp Financial Services first reported a position in VEU in Q2 2024 and held it in 1 quarter. The position peaked at $598K in Q2 2024. 1,235 funds tracked by Wall St. Rank hold VEU as of Q3 2024.

  • Sharp Financial Services reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q3 2024 after selling out during the quarter.
  • Sharp Financial Services sold 10,203 Vanguard FTSE All-World ex-US ETF shares in Q3 2024, an estimated $598K.
  • Sharp Financial Services first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2024 and held it in 1 quarter.
  • Sharp Financial Services's Vanguard FTSE All-World ex-US ETF position peaked at $598K in Q2 2024.
  • 1,235 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2024.

Based on Sharp Financial Services's 13F filing for Q3 2024, filed 4 Nov 2024.