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

WFG 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
2017
Q2 		$524K Buy
10,466
+2,112
+25% +$105K 0.12% 197
2017
Q1 		$400K Buy
8,354
+712
+9% +$33.2K 0.11% 205
2016
Q4 		$338K Buy
7,642
+2,232
+41% +$99K 0.08% 260
2016
Q3 		$246K Sell
5,410
-240
-4% -$10.7K 0.06% 315
2016
Q2 		$242K Sell
5,650
-496
-8% -$21.5K 0.06% 285
2016
Q1 		$265K Buy
6,146
+2,465
+67% +$101K 0.08% 252
2015
Q4 		$160K Buy
3,681
+507
+16% +$22.7K 0.05% 347
2015
Q3 		$135K Sell
3,174
-1,358
-30% -$62.7K 0.04% 385
2015
Q2 		$220K Sell
4,532
-609
-12% -$30.9K 0.06% 319
2015
Q1 		$251K Sell
5,141
-580
-10% -$27.9K 0.07% 293
2014
Q4 		$268K Sell
5,721
-108
-2% -$5.19K 0.05% 355
2014
Q3 		$287K Buy
5,829
+27
+0.5% +$1.4K 0.05% 364
2014
Q2 		$303K Buy
5,802
+57
+1% +$2.94K 0.06% 354
2014
Q1 		$289K Sell
5,745
-4,881
-46% -$242K 0.06% 361
2013
Q4 		$539K Sell
10,626
-729
-6% -$36.3K 0.08% 296
2013
Q3 		$552K Sell
11,355
-771
-6% -$36.2K 0.09% 265
2013
Q2 		$536K Buy
+12,126
New +$567K 0.09% 249

Other funds holding VEU

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFRM
Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

WFG Advisors's VEU Position: Q2 2017 in Review

WFG Advisors increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 25% in Q2 2017, buying an estimated $105K and bringing the position to 10,466 shares worth $524K. The position accounts for 0.12% of the portfolio, ranked #197.

WFG Advisors first reported a position in VEU in Q2 2013 and has held it in 17 quarters since. The position peaked at $552K in Q3 2013. 627 funds tracked by Wall St. Rank hold VEU as of Q2 2017.

  • WFG Advisors held 10,466 shares of Vanguard FTSE All-World ex-US ETF worth $524K as of Q2 2017.
  • WFG Advisors bought 2,112 Vanguard FTSE All-World ex-US ETF shares in Q2 2017, an estimated $105K.
  • Vanguard FTSE All-World ex-US ETF made up 0.12% of WFG Advisors's portfolio in Q2 2017, its #197 holding.
  • WFG Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Vanguard FTSE All-World ex-US ETF position peaked at $552K in Q3 2013.
  • 627 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.