Atria Wealth Solutions’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$6.73M	Sell	99,748 -119,588	-55%	-$7.57M	0.15%	148
2025 Q1	$13.3M	Sell	219,336 -4,978	-2%	-$300K	0.16%	140
2024 Q4	$12.9M	Buy	224,314 +3,847	+2%	+$232K	0.14%	153
2024 Q3	$13.9M	Buy	220,467 +10,400	+5%	+$626K	0.15%	141
2024 Q2	$12.3M	Buy	210,067 +554	+0.3%	+$32.5K	0.14%	160
2024 Q1	$12.3M	Buy	209,513 +6,098	+3%	+$345K	0.14%	159
2023 Q4	$11.4M	Buy	203,415 +1,496	+0.7%	+$79.3K	0.14%	153
2023 Q3	$10.5M	Sell	201,919 -9,456	-4%	-$512K	0.15%	150
2023 Q2	$11.5M	Buy	211,375 +12,239	+6%	+$663K	0.16%	135
2023 Q1	$10.6M	Buy	199,136 +65,686	+49%	+$3.48M	0.16%	139
2022 Q4	$6.69M	Buy	133,450 +10,031	+8%	+$487K	0.11%	202
2022 Q3	$5.47M	Buy	123,419 +54,675	+80%	+$2.71M	0.09%	214
2022 Q2	$3.44M	Sell	68,744 -14,924	-18%	-$799K	0.06%	313
2022 Q1	$4.82M	Buy	+83,668	New	+$4.92M	0.08%	262

Other funds holding VEU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CIAS

CBIZ Investment Advisory Services Independence, Ohio $2.74B AUM 16.93% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Atria Wealth Solutions's VEU Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 55% in Q2 2025, selling an estimated $7.57M and leaving 99,748 shares worth $6.73M. The position accounts for 0.15% of the portfolio, ranked #148.

Atria Wealth Solutions first reported a position in VEU in Q1 2022 and has held it in 14 quarters since. The position peaked at $13.9M in Q3 2024. 1,356 funds tracked by Wall St. Rank hold VEU as of Q2 2025.

Atria Wealth Solutions held 99,748 shares of Vanguard FTSE All-World ex-US ETF worth $6.73M as of Q2 2025.
Atria Wealth Solutions sold 119,588 Vanguard FTSE All-World ex-US ETF shares in Q2 2025, an estimated $7.57M.
Vanguard FTSE All-World ex-US ETF made up 0.15% of Atria Wealth Solutions's portfolio in Q2 2025, its #148 holding.
Atria Wealth Solutions first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Vanguard FTSE All-World ex-US ETF position peaked at $13.9M in Q3 2024.
1,356 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.