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

Wipfli Financial 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
2022
Q3 		$899K Buy
20,257
+10,437
+106% +$517K 0.06% 137
2022
Q2 		$491K Sell
9,820
-718
-7% -$38.5K 0.05% 56
2022
Q1 		$607K Buy
+10,538
New +$620K 0.06% 53

Other funds holding VEU

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Wipfli Financial Advisors's VEU Position: Q3 2022 in Review

Wipfli Financial Advisors increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 106% in Q3 2022, buying an estimated $517K and bringing the position to 20,257 shares worth $899K. The position accounts for 0.06% of the portfolio, ranked #137.

Wipfli Financial Advisors first reported a position in VEU in Q1 2022 and has held it in 3 quarters since. 973 funds tracked by Wall St. Rank hold VEU as of Q3 2022.

  • Wipfli Financial Advisors held 20,257 shares of Vanguard FTSE All-World ex-US ETF worth $899K as of Q3 2022.
  • Wipfli Financial Advisors bought 10,437 Vanguard FTSE All-World ex-US ETF shares in Q3 2022, an estimated $517K.
  • Vanguard FTSE All-World ex-US ETF made up 0.06% of Wipfli Financial Advisors's portfolio in Q3 2022, its #137 holding.
  • Wipfli Financial Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2022 and has held it in 3 quarters since.
  • 973 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.