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Strategic Wealth Partners Group’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Strategic Wealth Partners Group’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
Q1 		$734K Sell
12,514
-1,806
-13% -$102K 0.08% 52
2023
Q4 		$804K Buy
14,320
+2
+0% +$106 0.1% 47
2023
Q3 		$743K Sell
14,318
-72
-0.5% -$3.9K 0.11% 44
2023
Q2 		$783K Sell
14,390
-173
-1% -$9.38K 0.11% 44
2023
Q1 		$784K Buy
14,563
+3,113
+27% +$165K 0.13% 40
2022
Q4 		$574K Sell
11,450
-19
-0.2% -$922 0.12% 33
2022
Q3 		$509K Buy
11,469
+42
+0.4% +$2.08K 0.12% 34
2022
Q2 		$571K Buy
11,427
+15
+0.1% +$803 0.13% 34
2022
Q1 		$657K Sell
11,412
-200
-2% -$11.8K 0.13% 34
2021
Q4 		$712K Sell
11,612
-3,110
-21% -$192K 0.12% 39
2021
Q3 		$897K Buy
+14,722
New +$926K 0.17% 33
2021
Q1 		$948K Hold
15,626
– – 0.19% 34
2020
Q4 		$912K Hold
15,626
– – 0.19% 32
2020
Q3 		$788K Sell
15,626
-49
-0.3% -$2.49K 0.19% 29
2020
Q2 		$746K Buy
15,675
+8,512
+119% +$381K 0.19% 33
2020
Q1 		$294K Sell
7,163
-112
-2% -$5.51K 0.09% 46
2019
Q4 		$391K Buy
+7,275
New +$378K 0.09% 45

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

Strategic Wealth Partners Group's VEU Position: Q1 2024 in Review

Strategic Wealth Partners Group reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 13% in Q1 2024, selling an estimated $102K and leaving 12,514 shares worth $734K. The position accounts for 0.08% of the portfolio, ranked #52.

Strategic Wealth Partners Group first reported a position in VEU in Q4 2019 and has held it in 17 quarters since. The position peaked at $948K in Q1 2021. 1,186 funds tracked by Wall St. Rank hold VEU as of Q1 2024.

  • Strategic Wealth Partners Group held 12,514 shares of Vanguard FTSE All-World ex-US ETF worth $734K as of Q1 2024.
  • Strategic Wealth Partners Group sold 1,806 Vanguard FTSE All-World ex-US ETF shares in Q1 2024, an estimated $102K.
  • Vanguard FTSE All-World ex-US ETF made up 0.08% of Strategic Wealth Partners Group's portfolio in Q1 2024, its #52 holding.
  • Strategic Wealth Partners Group first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2019 and has held it in 17 quarters since.
  • Strategic Wealth Partners Group's Vanguard FTSE All-World ex-US ETF position peaked at $948K in Q1 2021.
  • 1,186 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2024.

Based on Strategic Wealth Partners Group's 13F filing for Q1 2024, filed 30 Apr 2024.