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Wealthspire Advisors (Maryland)’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$23.1M Sell
458,806
-11,920
-3% -$605K 0.82% 23
2020
Q2 		$22.4M Sell
470,726
-17,870
-4% -$800K 1.6% 15
2020
Q1 		$20M Buy
488,596
+147,810
+43% +$7.27M 1.74% 14
2019
Q4 		$18.3M Sell
340,786
-26,197
-7% -$1.36M 1.23% 17
2019
Q3 		$18.3M Sell
366,983
-5,008
-1% -$250K 1.34% 17
2019
Q2 		$19M Buy
371,991
+32,374
+10% +$1.63M 1.42% 16
2019
Q1 		$17M Sell
339,617
-3,790
-1% -$186K 1.28% 16
2018
Q4 		$15.7M Sell
343,407
-43,487
-11% -$2.09M 1.39% 15
2018
Q3 		$20.1M Buy
386,894
+23,445
+6% +$1.22M 1.66% 14
2018
Q2 		$18.8M Buy
363,449
+42,712
+13% +$2.31M 1.71% 13
2018
Q1 		$17.4M Buy
320,737
+49,762
+18% +$2.77M 1.64% 13
2017
Q4 		$14.8M Buy
270,975
+83,387
+44% +$4.49M 1.44% 14
2017
Q3 		$9.89M Buy
187,588
+31,821
+20% +$1.65M 1.08% 14
2017
Q2 		$7.79M Sell
155,767
-20,966
-12% -$1.04M 0.92% 16
2017
Q1 		$8.45M Buy
176,733
+24,233
+16% +$1.13M 1.2% 14
2016
Q4 		$6.74M Buy
152,500
+9,350
+7% +$415K 1.01% 15
2016
Q3 		$6.5M Buy
143,150
+3,850
+3% +$172K 1.01% 15
2016
Q2 		$5.97M Buy
139,300
+5,880
+4% +$255K 0.99% 15
2016
Q1 		$5.76M Sell
133,420
-14,668
-10% -$601K 1.02% 17
2015
Q4 		$6.43M Buy
+148,088
New +$6.62M 1.2% 11

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VEU Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 2.5% in Q3 2020, selling an estimated $605K and leaving 458,806 shares worth $23.1M. The position accounts for 0.82% of the portfolio, ranked #23.

Wealthspire Advisors (Maryland) first reported a position in VEU in Q4 2015 and has held it in 20 quarters since. 820 funds tracked by Wall St. Rank hold VEU as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 458,806 shares of Vanguard FTSE All-World ex-US ETF worth $23.1M as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 11,920 Vanguard FTSE All-World ex-US ETF shares in Q3 2020, an estimated $605K.
  • Vanguard FTSE All-World ex-US ETF made up 0.82% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #23 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2015 and has held it in 20 quarters since.
  • 820 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.