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

Summit Financial 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
2015
Q1 		– Sell
-150
Closed -$7K – 258
2014
Q4 		$7K Buy
+150
New +$7.21K ﹤0.01% 212

Other funds holding VEU

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Summit Financial Wealth Advisors's VEU Position: Q1 2015 in Review

Summit Financial Wealth Advisors sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q1 2015, closing a stake of 150 shares — an estimated $7K sold.

Summit Financial Wealth Advisors first reported a position in VEU in Q4 2014 and held it in 1 quarter. The position peaked at $7K in Q4 2014. 447 funds tracked by Wall St. Rank hold VEU as of Q1 2015.

  • Summit Financial Wealth Advisors reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q1 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 150 Vanguard FTSE All-World ex-US ETF shares in Q1 2015, an estimated $7K.
  • Summit Financial Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2014 and held it in 1 quarter.
  • Summit Financial Wealth Advisors's Vanguard FTSE All-World ex-US ETF position peaked at $7K in Q4 2014.
  • 447 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2015, filed 14 May 2015.