Sweet Financial Partners’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Sweet Financial Partners’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 Q3	$20.7M	Sell	327,798 -9,150	-3%	-$551K	4.47%	4
2024 Q2	$19.8M	Buy	336,948 +2,784	+0.8%	+$163K	4.51%	4
2024 Q1	$19.6M	Buy	334,164 +20,521	+7%	+$1.16M	4.52%	4
2023 Q4	$17.6M	Sell	313,643 -5,381	-2%	-$285K	4.19%	5
2023 Q3	$16.5M	Buy	319,024 +16,227	+5%	+$878K	4.38%	5
2023 Q2	$16.5M	Buy	302,797 +7,704	+3%	+$418K	4.29%	5
2023 Q1	$15.8M	Sell	295,093 -8,874	-3%	-$470K	4.36%	6
2022 Q4	$15.2M	Buy	303,967 +10,945	+4%	+$531K	4.48%	5
2022 Q3	$13M	Buy	293,022 +18,107	+7%	+$896K	4.14%	6
2022 Q2	$13.7M	Buy	274,915 +38,245	+16%	+$2.05M	4.31%	6
2022 Q1	$13.6M	Buy	236,670 +229,953	+3,423%	+$13.5M	3.65%	7
2021 Q4	$412K	Buy	+6,717	New	+$416K	0.17%	85

Other funds holding VEU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Sweet Financial Partners's VEU Position: Q3 2024 in Review

Sweet Financial Partners reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 2.7% in Q3 2024, selling an estimated $551K and leaving 327,798 shares worth $20.7M. The position accounts for 4.47% of the portfolio, ranked #4.

Sweet Financial Partners first reported a position in VEU in Q4 2021 and has held it in 12 quarters since. 1,240 funds tracked by Wall St. Rank hold VEU as of Q3 2024.

Sweet Financial Partners held 327,798 shares of Vanguard FTSE All-World ex-US ETF worth $20.7M as of Q3 2024.
Sweet Financial Partners sold 9,150 Vanguard FTSE All-World ex-US ETF shares in Q3 2024, an estimated $551K.
Vanguard FTSE All-World ex-US ETF made up 4.47% of Sweet Financial Partners's portfolio in Q3 2024, its #4 holding.
Sweet Financial Partners first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2021 and has held it in 12 quarters since.
1,240 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.