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

Surevest’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
2022 Q3	$98K	Buy	2,220 +57	+3%	+$2.82K	0.03%	166
2022 Q2	$108K	Buy	2,163 +57	+3%	+$3.05K	0.03%	165
2022 Q1	$121K	Sell	2,106 -483	-19%	-$28.4K	0.03%	153
2021 Q4	$159K	Buy	+2,589	New	+$160K	0.04%	129
2020 Q1	–	Sell	-133,566	Closed	-$7.18M	–	142
2019 Q4	$7.18M	Sell	133,566 -4,203	-3%	-$218K	3.07%	1
2019 Q3	$6.88M	Buy	137,769 +78	+0.1%	+$3.89K	3.38%	1
2019 Q2	$7.02M	Buy	137,691 +663	+0.5%	+$33.5K	3.65%	1
2019 Q1	$6.87M	Sell	137,028 -3,486	-2%	-$171K	4.23%	1
2018 Q4	$6.41M	Buy	+140,514	New	+$6.75M	5.06%	1

Other funds holding VEU

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Surevest's VEU Position: Q3 2022 in Review

Surevest increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 2.6% in Q3 2022, buying an estimated $2.82K and bringing the position to 2,220 shares worth $98K. The position accounts for 0.03% of the portfolio, ranked #166.

Surevest first reported a position in VEU in Q4 2018 and has held it in 9 quarters since. The position peaked at $7.18M in Q4 2019. 973 funds tracked by Wall St. Rank hold VEU as of Q3 2022.

Surevest held 2,220 shares of Vanguard FTSE All-World ex-US ETF worth $98K as of Q3 2022.
Surevest bought 57 Vanguard FTSE All-World ex-US ETF shares in Q3 2022, an estimated $2.82K.
Vanguard FTSE All-World ex-US ETF made up 0.03% of Surevest's portfolio in Q3 2022, its #166 holding.
Surevest first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2018 and has held it in 9 quarters since.
Surevest's Vanguard FTSE All-World ex-US ETF position peaked at $7.18M in Q4 2019.
973 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.