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

Tiedemann 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
2023 Q3	$610K	Hold	11,755	–	–	0.03%	154
2023 Q2	$640K	Hold	11,755	–	–	0.03%	144
2023 Q1	$629K	Hold	11,755	–	–	0.03%	139
2022 Q4	$589K	Buy	11,755 +5,842	+99%	+$283K	0.03%	152
2022 Q3	$262K	Buy	+5,913	New	+$293K	0.02%	193
2020 Q1	–	Sell	-61,191	Closed	-$3.29M	–	324
2019 Q4	$3.29M	Buy	61,191 +2,808	+5%	+$146K	0.16%	83
2019 Q3	$2.91M	Buy	58,383 +298	+0.5%	+$14.9K	0.14%	97
2019 Q2	$2.96M	Buy	58,085 +394	+0.7%	+$19.9K	0.15%	86
2019 Q1	$2.89M	Buy	57,691 +858	+2%	+$42K	0.14%	105
2018 Q4	$2.59M	Buy	56,833 +9,729	+21%	+$467K	0.13%	112
2018 Q3	$2.46M	Buy	47,104 +1,441	+3%	+$75.1K	0.15%	92
2018 Q2	$2.37M	Hold	45,663	–	–	0.15%	93
2018 Q1	$2.48M	Buy	+45,663	New	+$2.54M	0.17%	82

Other funds holding VEU

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

Goldman Sachs New York $871B AUM 31.28% 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

Tiedemann Advisors's VEU Position: Q3 2023 in Review

Tiedemann Advisors held its Vanguard FTSE All-World ex-US ETF (VEU) position steady in Q3 2023 at 11,755 shares worth $610K. The position accounts for 0.03% of the portfolio, ranked #154.

Tiedemann Advisors first reported a position in VEU in Q1 2018 and has held it in 13 quarters since. The position peaked at $3.29M in Q4 2019. 1,096 funds tracked by Wall St. Rank hold VEU as of Q3 2023.

Tiedemann Advisors held 11,755 shares of Vanguard FTSE All-World ex-US ETF worth $610K as of Q3 2023.
Tiedemann Advisors left its Vanguard FTSE All-World ex-US ETF share count unchanged in Q3 2023.
Vanguard FTSE All-World ex-US ETF made up 0.03% of Tiedemann Advisors's portfolio in Q3 2023, its #154 holding.
Tiedemann Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2018 and has held it in 13 quarters since.
Tiedemann Advisors's Vanguard FTSE All-World ex-US ETF position peaked at $3.29M in Q4 2019.
1,096 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.