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Wooster Corthell Wealth Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Wooster Corthell Wealth Management’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
Q1 		– Sell
-184,418
Closed -$9.36M – 22
2013
Q4 		$9.36M Sell
184,418
-38,303
-17% -$1.91M 7.02% 8
2013
Q3 		$10.8M Buy
222,721
+2,899
+1% +$136K 7.99% 6
2013
Q2 		$9.72M Buy
+219,822
New +$10.3M 8.47% 5

Other funds holding VEU

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
ECM
ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Wooster Corthell Wealth Management's VEU Position: Q1 2014 in Review

Wooster Corthell Wealth Management sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q1 2014, closing a stake of 184,418 shares — an estimated $9.36M sold.

Wooster Corthell Wealth Management first reported a position in VEU in Q2 2013 and held it in 3 quarters. The position peaked at $10.8M in Q3 2013. 379 funds tracked by Wall St. Rank hold VEU as of Q1 2014.

  • Wooster Corthell Wealth Management reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q1 2014 after selling out during the quarter.
  • Wooster Corthell Wealth Management sold 184,418 Vanguard FTSE All-World ex-US ETF shares in Q1 2014, an estimated $9.36M.
  • Wooster Corthell Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2013 and held it in 3 quarters.
  • Wooster Corthell Wealth Management's Vanguard FTSE All-World ex-US ETF position peaked at $10.8M in Q3 2013.
  • 379 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2014.

Based on Wooster Corthell Wealth Management's 13F filing for Q1 2014, filed 11 Apr 2014.