Avantax Advisory Services’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Avantax Advisory Services’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	$8.9M	Sell	132,336 -33,522	-20%	-$2.12M	0.05%	298
2025 Q1	$10.1M	Sell	165,858 -1,504	-0.9%	-$90.6K	0.06%	244
2024 Q4	$9.61M	Buy	167,362 +32,408	+24%	+$1.95M	0.06%	232
2024 Q3	$8.5M	Sell	134,954 -76	-0.1%	-$4.58K	0.06%	263
2024 Q2	$7.92M	Buy	135,030 +6,244	+5%	+$366K	0.06%	255
2024 Q1	$7.55M	Sell	128,786 -583	-0.5%	-$32.9K	0.07%	225
2023 Q4	$7.26M	Buy	129,369 +3,103	+2%	+$164K	0.07%	211
2023 Q3	$6.55M	Sell	126,266 -6	-0%	-$325	0.07%	207
2023 Q2	$6.87M	Buy	126,272 +3,587	+3%	+$194K	0.08%	191
2023 Q1	$6.56M	Sell	122,685 -4,103	-3%	-$217K	0.08%	188
2022 Q4	$6.36M	Buy	126,788 +8,030	+7%	+$390K	0.08%	185
2022 Q3	$5.27M	Buy	118,758 +11,017	+10%	+$545K	0.08%	189
2022 Q2	$5.38M	Buy	107,741 +8,189	+8%	+$439K	0.08%	188
2022 Q1	$5.74M	Sell	99,552 -1,148	-1%	-$67.6K	0.08%	178
2021 Q4	$6.17M	Buy	100,700 +481	+0.5%	+$29.8K	0.09%	161
2021 Q3	$6.11M	Sell	100,219 -13,695	-12%	-$862K	0.1%	154
2021 Q2	$7.22M	Buy	113,914 +7,308	+7%	+$462K	0.13%	122
2021 Q1	$6.47M	Buy	106,606 +2,991	+3%	+$182K	0.14%	119
2020 Q4	$6.05M	Sell	103,615 -55,739	-35%	-$3.04M	0.14%	114
2020 Q3	$8.04M	Buy	159,354 +67,897	+74%	+$3.44M	0.13%	132
2020 Q2	$4.35M	Sell	91,457 -3,654	-4%	-$164K	0.13%	125
2020 Q1	$3.91M	Sell	95,111 -2,137	-2%	-$105K	0.12%	123
2019 Q4	$5.23M	Buy	97,248 +50,839	+110%	+$2.64M	0.12%	111
2019 Q3	$2.32M	Buy	46,409 +3,509	+8%	+$175K	0.09%	113
2019 Q2	$2.19M	Buy	42,900 +1,325	+3%	+$66.9K	0.1%	106
2019 Q1	$2.08M	Buy	41,575 +215	+0.5%	+$10.5K	0.11%	99
2018 Q4	$1.89M	Buy	+41,360	New	+$1.99M	0.32%	81

Other funds holding VEU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CIAS

CBIZ Investment Advisory Services Independence, Ohio $2.74B AUM 14.19% 1-Year Est. Return

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

Avantax Advisory Services's VEU Position: Q2 2025 in Review

Avantax Advisory Services reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 20% in Q2 2025, selling an estimated $2.12M and leaving 132,336 shares worth $8.9M. The position accounts for 0.05% of the portfolio, ranked #298.

Avantax Advisory Services first reported a position in VEU in Q4 2018 and has held it in 27 quarters since. The position peaked at $10.1M in Q1 2025. 1,352 funds tracked by Wall St. Rank hold VEU as of Q2 2025.

Avantax Advisory Services held 132,336 shares of Vanguard FTSE All-World ex-US ETF worth $8.9M as of Q2 2025.
Avantax Advisory Services sold 33,522 Vanguard FTSE All-World ex-US ETF shares in Q2 2025, an estimated $2.12M.
Vanguard FTSE All-World ex-US ETF made up 0.05% of Avantax Advisory Services's portfolio in Q2 2025, its #298 holding.
Avantax Advisory Services first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2018 and has held it in 27 quarters since.
Avantax Advisory Services's Vanguard FTSE All-World ex-US ETF position peaked at $10.1M in Q1 2025.
1,352 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.