BWG
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Balanced Wealth Group’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Balanced Wealth Group’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
Q1 		$10.2M Buy
135,689
+1,858
+1% +$144K 3.65% 11
2025
Q4 		$9.63M Sell
133,831
-458
-0.3% -$33.3K 3.52% 11
2025
Q3 		$9.03M Sell
134,289
-270
-0.2% -$18.6K 3.96% 9
2025
Q2 		$8.96M Sell
134,559
-1,560
-1% -$98.8K 3.89% 9
2025
Q1 		$8.26M Buy
136,119
+1,289
+1% +$77.7K 3.99% 9
2024
Q4 		$8M Buy
134,830
+3,971
+3% +$239K 3.59% 9
2024
Q3 		$8.24M Buy
130,859
+479
+0.4% +$28.8K 3.65% 10
2024
Q2 		$7.66M Sell
130,380
-9,241
-7% -$542K 3.48% 10
2024
Q1 		$8.27M Buy
139,621
+13,250
+10% +$749K 3.69% 7
2023
Q4 		$7.09M Buy
+126,371
New +$6.7M 3.69% 9

Other funds holding VEU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return