S
VGK icon

Surevest’s Vanguard FTSE Europe ETF VGK Stock Holding History

Surevest’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
2019
Q3 		– Sell
-4,302
Closed -$236K – 136
2019
Q2 		$236K Sell
4,302
-2,065
-32% -$113K 0.12% 124
2019
Q1 		$341K Sell
6,367
-376
-6% -$19.7K 0.21% 101
2018
Q4 		$328K Buy
+6,743
New +$347K 0.26% 74

Other funds holding VGK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Surevest's VGK Position: Q3 2019 in Review

Surevest sold out of Vanguard FTSE Europe ETF (VGK) in Q3 2019, closing a stake of 4,302 shares — an estimated $236K sold.

Surevest first reported a position in VGK in Q4 2018 and held it in 3 quarters. The position peaked at $341K in Q1 2019. 499 funds tracked by Wall St. Rank hold VGK as of Q3 2019.

  • Surevest reported no remaining Vanguard FTSE Europe ETF position as of Q3 2019 after selling out during the quarter.
  • Surevest sold 4,302 Vanguard FTSE Europe ETF shares in Q3 2019, an estimated $236K.
  • Surevest first reported a position in Vanguard FTSE Europe ETF in Q4 2018 and held it in 3 quarters.
  • Surevest's Vanguard FTSE Europe ETF position peaked at $341K in Q1 2019.
  • 499 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q3 2019.

Based on Surevest's 13F filing for Q3 2019, filed 15 Oct 2019.