Simply Money Advisors’s Vanguard FTSE Europe ETF VGK Stock Holding History

Simply Money Advisors’s Portfolio VGK Stock Details VGK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$21.6M	Buy	370,696 +122,883	+50%	+$7.37M	3.03%	12
2017 Q4	$14.7M	Buy	247,813 +2,237	+0.9%	+$131K	1.89%	18
2017 Q3	$14.3M	Buy	245,576 +62,351	+34%	+$3.54M	1.9%	17
2017 Q2	$10.1M	Buy	+183,225	New	+$9.99M	1.38%	18
2016 Q3	–	Sell	-214	Closed	-$10K	–	31
2016 Q2	$10K	Sell	214 -360,700	-100%	-$17.5M	﹤0.01%	28
2016 Q1	$17.5M	Sell	360,914 -11,860	-3%	-$555K	2.67%	13
2015 Q4	$18.6M	Buy	+372,774	New	+$19.1M	2.8%	14
2015 Q1	–	Sell	-356,204	Closed	-$18.7M	–	26
2014 Q4	$18.7M	Sell	356,204 -222,259	-38%	-$11.9M	2.76%	15
2014 Q3	$31.9M	Sell	578,463 -272,628	-32%	-$15.7M	4.86%	9
2014 Q2	$51M	Buy	851,091 +384,237	+82%	+$23.1M	7.76%	4
2014 Q1	$27.5M	Buy	466,854 +23,271	+5%	+$1.36M	4.28%	13
2013 Q4	$26.1M	Buy	443,583 +437,933	+7,751%	+$24.7M	4.39%	11
2013 Q3	$308K	Buy	+5,650	New	+$295K	0.05%	19

Other funds holding VGK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Simply Money Advisors's VGK Position: Q1 2018 in Review

Simply Money Advisors increased its Vanguard FTSE Europe ETF (VGK) stake by 50% in Q1 2018, buying an estimated $7.37M and bringing the position to 370,696 shares worth $21.6M. The position accounts for 3.03% of the portfolio, ranked #12.

Simply Money Advisors first reported a position in VGK in Q3 2013 and has held it in 13 quarters since. The position peaked at $51M in Q2 2014. 583 funds tracked by Wall St. Rank hold VGK as of Q1 2018.

Simply Money Advisors held 370,696 shares of Vanguard FTSE Europe ETF worth $21.6M as of Q1 2018.
Simply Money Advisors bought 122,883 Vanguard FTSE Europe ETF shares in Q1 2018, an estimated $7.37M.
Vanguard FTSE Europe ETF made up 3.03% of Simply Money Advisors's portfolio in Q1 2018, its #12 holding.
Simply Money Advisors first reported a position in Vanguard FTSE Europe ETF in Q3 2013 and has held it in 13 quarters since.
Simply Money Advisors's Vanguard FTSE Europe ETF position peaked at $51M in Q2 2014.
583 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q1 2018.

Based on Simply Money Advisors's 13F filing for Q1 2018, filed 17 Apr 2018.