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

AllGen 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
2026 Q2	$40.4M	Sell	482,791 -22,186	-4%	-$1.81M	8.83%	3
2026 Q1	$37.9M	Sell	504,977 -8,662	-2%	-$671K	9%	3
2025 Q4	$37.8M	Buy	513,639 +16,863	+3%	+$1.23M	8.96%	3
2025 Q3	$35.5M	Buy	496,776 +27,698	+6%	+$1.91M	8.71%	3
2025 Q2	$31.5M	Buy	469,078 +195,161	+71%	+$12.4M	8.47%	3
2025 Q1	$16.6M	Buy	273,917 +47,069	+21%	+$2.84M	4.92%	7
2024 Q4	$13M	Sell	226,848 -41,926	-16%	-$2.53M	4.37%	8
2024 Q3	$16.9M	Buy	+268,774	New	+$16.2M	5.5%	6

Other funds holding VEU

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

FCC

Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CWAG

Compton Wealth Advisory Group Virginia Beach, Virginia $495M AUM 23.41% 1-Year Est. Return

AllGen Financial Advisors's VEU Position: Q2 2026 in Review

AllGen Financial Advisors reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 4.4% in Q2 2026, selling an estimated $1.81M and leaving 482,791 shares worth $40.4M. The position accounts for 8.83% of the portfolio, ranked #3.

AllGen Financial Advisors first reported a position in VEU in Q3 2024 and has held it in 8 quarters since. 478 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

AllGen Financial Advisors held 482,791 shares of Vanguard FTSE All-World ex-US ETF worth $40.4M as of Q2 2026.
AllGen Financial Advisors sold 22,186 Vanguard FTSE All-World ex-US ETF shares in Q2 2026, an estimated $1.81M.
Vanguard FTSE All-World ex-US ETF made up 8.83% of AllGen Financial Advisors's portfolio in Q2 2026, its #3 holding.
AllGen Financial Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q3 2024 and has held it in 8 quarters since.
478 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

Based on AllGen Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.