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

Triangle Securities 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
2013
Q3 		– Sell
-2,290
Closed -$101K – 373
2013
Q2 		$101K Buy
+2,290
New +$107K 0.07% 174

Other funds holding VEU

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Triangle Securities Wealth Management's VEU Position: Q3 2013 in Review

Triangle Securities Wealth Management sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q3 2013, closing a stake of 2,290 shares — an estimated $101K sold.

Triangle Securities Wealth Management first reported a position in VEU in Q2 2013 and held it in 1 quarter. The position peaked at $101K in Q2 2013. 331 funds tracked by Wall St. Rank hold VEU as of Q3 2013.

  • Triangle Securities Wealth Management reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q3 2013 after selling out during the quarter.
  • Triangle Securities Wealth Management sold 2,290 Vanguard FTSE All-World ex-US ETF shares in Q3 2013, an estimated $101K.
  • Triangle Securities Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2013 and held it in 1 quarter.
  • Triangle Securities Wealth Management's Vanguard FTSE All-World ex-US ETF position peaked at $101K in Q2 2013.
  • 331 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2013.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2013, filed 8 Oct 2013.