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Vanguard FTSE All-World ex-US ETF shares owned by Up Strategic Wealth Investment Advisors

Quarter-by-quarter ownership of Vanguard FTSE All-World ex-US ETF (VEU) shares owned by Up Strategic Wealth Investment Advisors from 13F filings

Historical chart of Up Strategic Wealth Investment Advisors investment in Vanguard FTSE All-World ex-US ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard FTSE All-World ex-US ETF held by Up Strategic Wealth Investment Advisors 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 Up Strategic Wealth Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $871k 15k 58.64
2024-03-31 $871k 15k 58.65

More positions owned by Up Strategic Wealth Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Ttl Stk (ITOT)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Apple (AAPL)
Dimensional Etf Trust Us Large Cap Vec (DFVX)
Microsoft Corporation (MSFT)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
UnitedHealth (UNH)
Costco Wholesale Corporation (COST)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Up Strategic Wealth Investment Advisors

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

Morgan Stanley
Bank of America Corporation
Sanders Capital
Envestnet Asset Management
Pnc Financial Services
Goldman Sachs Group
BKD Wealth Advisors
Raymond James & Associates
Janney Montgomery Scott
WestEnd Advisors
CIBC Global Asset Management
CBIZ Investment Advisory Services
Diversified Trust Company
Branch Banking & Trust Company
Summit Financial

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