Vontobel Swiss Wealth Advisors’s Vanguard FTSE Europe ETF VGK Stock Holding History

Vontobel Swiss Wealth Advisors’s Portfolio VGK Stock Details VGK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$231K	Buy	+3,428	New	+$231K	0.12%	77
2019 Q4	–	Sell	-20,000	Closed	-$1.07M	–	102
2019 Q3	$1.07M	Sell	20,000 -19,800	-50%	-$1.06M	0.69%	48
2019 Q2	$2.19M	Buy	+39,800	New	+$2.17M	1.17%	35
2016 Q3	–	Sell	-10,636	Closed	-$447K	–	79
2016 Q2	$447K	Buy	+10,636	New	+$517K	0.27%	51

Other funds holding VGK

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's VGK Position: Q2 2021 in Review

Vontobel Swiss Wealth Advisors opened a new position in Vanguard FTSE Europe ETF (VGK) in Q2 2021: 3,428 shares worth $231K. The stake represents 0.12% of the portfolio and ranks #77 among its holdings. This is a return to the name: Vontobel Swiss Wealth Advisors previously reported a position in VGK as recently as Q3 2019.

Vontobel Swiss Wealth Advisors first reported a position in VGK in Q2 2016 and has held it in 4 quarters since. The position peaked at $2.19M in Q2 2019. 586 funds tracked by Wall St. Rank hold VGK as of Q2 2021.

Vontobel Swiss Wealth Advisors held 3,428 shares of Vanguard FTSE Europe ETF worth $231K as of Q2 2021.
Vanguard FTSE Europe ETF was a new Vontobel Swiss Wealth Advisors position in Q2 2021.
Vanguard FTSE Europe ETF made up 0.12% of Vontobel Swiss Wealth Advisors's portfolio in Q2 2021, its #77 holding.
Vontobel Swiss Wealth Advisors first reported a position in Vanguard FTSE Europe ETF in Q2 2016 and has held it in 4 quarters since.
Vontobel Swiss Wealth Advisors's Vanguard FTSE Europe ETF position peaked at $2.19M in Q2 2019.
586 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q2 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.