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Wills Financial Group’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Wills Financial Group’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
2014
Q4 		– Sell
-5,603
Closed -$275K – 80
2014
Q3 		$275K Buy
+5,603
New +$290K 0.23% 66

Other funds holding VEU

Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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 $202B AUM 37.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wills Financial Group's VEU Position: Q4 2014 in Review

Wills Financial Group sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q4 2014, closing a stake of 5,603 shares — an estimated $275K sold.

Wills Financial Group first reported a position in VEU in Q3 2014 and held it in 1 quarter. The position peaked at $275K in Q3 2014. 445 funds tracked by Wall St. Rank hold VEU as of Q4 2014.

  • Wills Financial Group reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q4 2014 after selling out during the quarter.
  • Wills Financial Group sold 5,603 Vanguard FTSE All-World ex-US ETF shares in Q4 2014, an estimated $275K.
  • Wills Financial Group first reported a position in Vanguard FTSE All-World ex-US ETF in Q3 2014 and held it in 1 quarter.
  • Wills Financial Group's Vanguard FTSE All-World ex-US ETF position peaked at $275K in Q3 2014.
  • 445 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2014.

Based on Wills Financial Group's 13F filing for Q4 2014, filed 12 Feb 2015.