WIA
VEU icon

Wetzel Investment Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-321
Closed -$18.8K – 855
2024
Q2 		$18.8K Hold
321
– – 0.01% 355
2024
Q1 		$18.1K Hold
321
– – 0.01% 393
2023
Q4 		$18K Buy
+321
New +$17K 0.01% 401

Other funds holding VEU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Wetzel Investment Advisors's VEU Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q3 2024, closing a stake of 321 shares — an estimated $18.8K sold.

Wetzel Investment Advisors first reported a position in VEU in Q4 2023 and held it in 3 quarters. The position peaked at $18.8K in Q2 2024. 1,235 funds tracked by Wall St. Rank hold VEU as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 321 Vanguard FTSE All-World ex-US ETF shares in Q3 2024, an estimated $18.8K.
  • Wetzel Investment Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Vanguard FTSE All-World ex-US ETF position peaked at $18.8K in Q2 2024.
  • 1,235 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.