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

Triad Financial 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	$571K	Buy	11,000 +180	+2%	+$9.74K	0.2%	46
2023 Q2	$589K	Buy	10,820 +4,439	+70%	+$241K	0.24%	43
2023 Q1	$341K	Buy	+6,381	New	+$338K	0.15%	60

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

Triad Financial Advisors's VEU Position: Q3 2023 in Review

Triad Financial Advisors increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 1.7% in Q3 2023, buying an estimated $9.74K and bringing the position to 11,000 shares worth $571K. The position accounts for 0.2% of the portfolio, ranked #46.

Triad Financial Advisors first reported a position in VEU in Q1 2023 and has held it in 3 quarters since. The position peaked at $589K in Q2 2023. 1,096 funds tracked by Wall St. Rank hold VEU as of Q3 2023.

Triad Financial Advisors held 11,000 shares of Vanguard FTSE All-World ex-US ETF worth $571K as of Q3 2023.
Triad Financial Advisors bought 180 Vanguard FTSE All-World ex-US ETF shares in Q3 2023, an estimated $9.74K.
Vanguard FTSE All-World ex-US ETF made up 0.2% of Triad Financial Advisors's portfolio in Q3 2023, its #46 holding.
Triad Financial Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2023 and has held it in 3 quarters since.
Triad Financial Advisors's Vanguard FTSE All-World ex-US ETF position peaked at $589K in Q2 2023.
1,096 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.