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

Simplicity Solutions’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
2023
Q4 		$3.21M Buy
57,225
+42,652
+293% +$2.26M 0.09% 207
2023
Q3 		$756K Sell
14,573
-3,904
-21% -$211K 0.02% 488
2023
Q2 		$1.01M Sell
18,477
-3,653
-17% -$198K 0.03% 463
2023
Q1 		$1.18M Buy
+22,130
New +$1.17M 0.03% 438
2021
Q1 		– Sell
-17,544
Closed -$1.02M – 952
2020
Q4 		$1.02M Buy
+17,544
New +$956K 0.02% 535
2020
Q1 		– Sell
-4,440
Closed -$239K – 899
2019
Q4 		$239K Buy
+4,440
New +$231K 0.01% 745
2019
Q3 		– Sell
-5,525
Closed -$282K – 781
2019
Q2 		$282K Sell
5,525
-3,009
-35% -$152K 0.01% 513
2019
Q1 		$428K Sell
8,534
-2,878
-25% -$141K 0.03% 450
2018
Q4 		$520K Buy
11,412
+6,723
+143% +$323K 0.07% 305
2018
Q3 		$244K Buy
+4,689
New +$244K 0.01% 466
2017
Q3 		– Sell
-6,367
Closed -$319K – 374
2017
Q2 		$319K Buy
6,367
+133
+2% +$6.58K 0.04% 307
2017
Q1 		$298K Buy
+6,234
New +$290K 0.05% 296
2016
Q2 		– Sell
-4,712
Closed -$203K – 229
2016
Q1 		$203K Sell
4,712
-34,047
-88% -$1.39M 0.12% 193
2015
Q4 		$1.68M Buy
38,759
+12,764
+49% +$571K 0.2% 143
2015
Q3 		$1.11M Buy
+25,995
New +$1.2M 1.19% 18

Other funds holding VEU

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
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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Simplicity Solutions's VEU Position: Q4 2023 in Review

Simplicity Solutions increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 293% in Q4 2023, buying an estimated $2.26M and bringing the position to 57,225 shares worth $3.21M. The position accounts for 0.09% of the portfolio, ranked #207.

Simplicity Solutions first reported a position in VEU in Q3 2015 and has held it in 15 quarters since. 1,190 funds tracked by Wall St. Rank hold VEU as of Q4 2023.

  • Simplicity Solutions held 57,225 shares of Vanguard FTSE All-World ex-US ETF worth $3.21M as of Q4 2023.
  • Simplicity Solutions bought 42,652 Vanguard FTSE All-World ex-US ETF shares in Q4 2023, an estimated $2.26M.
  • Vanguard FTSE All-World ex-US ETF made up 0.09% of Simplicity Solutions's portfolio in Q4 2023, its #207 holding.
  • Simplicity Solutions first reported a position in Vanguard FTSE All-World ex-US ETF in Q3 2015 and has held it in 15 quarters since.
  • 1,190 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.