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Wagner Wealth Management (South Carolina)’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Wagner Wealth Management (South Carolina)’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
2018
Q3 		$98K Hold
1,879
– – 0.07% 195
2018
Q2 		$97K Buy
1,879
+28
+2% +$1.52K 0.07% 180
2018
Q1 		$101K Hold
1,851
– – 0.08% 169
2017
Q4 		$105K Buy
+1,851
New +$99.6K 0.08% 171

Other funds holding VEU

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s VEU Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Vanguard FTSE All-World ex-US ETF (VEU) position steady in Q3 2018 at 1,879 shares worth $98K. The position accounts for 0.07% of the portfolio, ranked #195.

Wagner Wealth Management (South Carolina) first reported a position in VEU in Q4 2017 and has held it in 4 quarters since. The position peaked at $105K in Q4 2017. 740 funds tracked by Wall St. Rank hold VEU as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 1,879 shares of Vanguard FTSE All-World ex-US ETF worth $98K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its Vanguard FTSE All-World ex-US ETF share count unchanged in Q3 2018.
  • Vanguard FTSE All-World ex-US ETF made up 0.07% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #195 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2017 and has held it in 4 quarters since.
  • Wagner Wealth Management (South Carolina)'s Vanguard FTSE All-World ex-US ETF position peaked at $105K in Q4 2017.
  • 740 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.