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SVA Wealth Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

SVA Wealth Management’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
2020
Q4 		$5.5M Sell
94,277
-2,940
-3% -$160K 0.48% 47
2020
Q3 		$4.91M Buy
97,217
+559
+0.6% +$28.4K 0.49% 49
2020
Q2 		$4.6M Buy
96,658
+49,608
+105% +$2.22M 0.49% 50
2020
Q1 		$1.93M Buy
47,050
+9,942
+27% +$489K 0.22% 78
2019
Q4 		$2M Buy
37,108
+945
+3% +$49.1K 0.18% 96
2019
Q3 		$1.8M Sell
36,163
-1,075
-3% -$53.6K 0.18% 96
2019
Q2 		$1.9M Buy
37,238
+5,161
+16% +$260K 0.19% 96
2019
Q1 		$1.61M Buy
32,077
+2,149
+7% +$105K 0.16% 107
2018
Q4 		$1.36M Buy
29,928
+17,744
+146% +$852K 0.15% 104
2018
Q3 		$634K Sell
12,184
-326
-3% -$17K 0.06% 145
2018
Q2 		$649K Sell
12,510
-251
-2% -$13.6K 0.07% 136
2018
Q1 		$673K Sell
12,761
-117
-0.9% -$6.52K 0.08% 130
2017
Q4 		$705K Buy
12,878
+117
+0.9% +$6.29K 0.08% 132
2017
Q3 		$673K Hold
12,761
– – 0.08% 130
2017
Q2 		$638K Buy
12,761
+177
+1% +$8.76K 0.08% 128
2017
Q1 		$602K Sell
12,584
-4,053
-24% -$189K 0.08% 128
2016
Q4 		$735K Buy
16,637
+274
+2% +$12.2K 0.11% 123
2016
Q3 		$743K Sell
16,363
-356
-2% -$15.9K 0.12% 120
2016
Q2 		$716K Sell
16,719
-1,457
-8% -$63.1K 0.12% 121
2016
Q1 		$784K Sell
18,176
-7,301
-29% -$299K 0.13% 120
2015
Q4 		$1.11M Buy
25,477
+18,753
+279% +$839K 0.19% 105
2015
Q3 		$287K Hold
6,724
– – 0.05% 175
2015
Q2 		$326K Sell
6,724
-476
-7% -$24.1K 0.06% 171
2015
Q1 		$351K Buy
7,200
+1,750
+32% +$84.1K 0.06% 169
2014
Q4 		$255K Sell
5,450
-149
-3% -$7.16K 0.09% 158
2014
Q3 		$276K Hold
5,599
– – 0.12% 136
2014
Q2 		$293K Hold
5,599
– – 0.13% 132
2014
Q1 		$282K Sell
5,599
-4,275
-43% -$212K 0.13% 126
2013
Q4 		$501K Buy
+9,874
New +$491K 0.3% 85

Other funds holding VEU

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
CIAS
CBIZ Investment Advisory Services Independence, Ohio $2.74B AUM 14.19% 1-Year Est. Return

SVA Wealth Management's VEU Position: Q4 2020 in Review

SVA Wealth Management reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 3% in Q4 2020, selling an estimated $160K and leaving 94,277 shares worth $5.5M. The position accounts for 0.48% of the portfolio, ranked #47.

SVA Wealth Management first reported a position in VEU in Q4 2013 and has held it in 29 quarters since. 914 funds tracked by Wall St. Rank hold VEU as of Q4 2020.

  • SVA Wealth Management held 94,277 shares of Vanguard FTSE All-World ex-US ETF worth $5.5M as of Q4 2020.
  • SVA Wealth Management sold 2,940 Vanguard FTSE All-World ex-US ETF shares in Q4 2020, an estimated $160K.
  • Vanguard FTSE All-World ex-US ETF made up 0.48% of SVA Wealth Management's portfolio in Q4 2020, its #47 holding.
  • SVA Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2013 and has held it in 29 quarters since.
  • 914 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.