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Vanguard FTSE All-World ex-US ETF shares owned by Evergreen Wealth Management

Quarter-by-quarter ownership of Vanguard FTSE All-World ex-US ETF (VEU) shares owned by Evergreen Wealth Management from 13F filings

Historical chart of Evergreen Wealth Management investment in Vanguard FTSE All-World ex-US ETF

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All positions including Vanguard FTSE All-World ex-US ETF held by Evergreen Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard FTSE All-World ex-US ETF by Evergreen Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.2M 21k 56.14
2023-09-30 $1.0M 20k 51.87
2023-06-30 $1.0M 19k 54.41
2023-03-31 $811k 15k 53.47
2022-12-31 $712k 14k 50.14

More positions owned by Evergreen Wealth Management

Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Amazon (AMZN)
Markel Corporation (MKL)
Meta Platforms Cl A (META)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Bd Index Fds Long Term Bond (BLV)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Bd Index Fds Intermed Term (BIV)
Broadcom (AVGO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
PIMCO Corporate Opportunity Fund (PTY)

View all positions for Evergreen Wealth Management

Top funds holding Vanguard FTSE All-World ex-US ETF

Bank of America Corporation
Sanders Capital
Pnc Financial Services
Goldman Sachs Group
Janney Montgomery Scott
Raymond James & Associates
BKD Wealth Advisors
WestEnd Advisors
UBS Group
CBIZ Investment Advisory Services
Branch Banking & Trust Company
Jane Street
Diversified Trust Company
Summit Financial
Lincoln National

View all funds holding Vanguard FTSE All-World ex-US ETF