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 Q2	$11.5M	Buy	136,852 +1,163	+0.9%	+$95K	3.62%	7
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

FMWA

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

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

Balanced Wealth Group's VEU Position: Q2 2026 in Review

Balanced Wealth Group increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 0.86% in Q2 2026, buying an estimated $95K and bringing the position to 136,852 shares worth $11.5M. The position accounts for 3.62% of the portfolio, ranked #7.

Balanced Wealth Group first reported a position in VEU in Q4 2023 and has held it in 11 quarters since. 1,629 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

Balanced Wealth Group held 136,852 shares of Vanguard FTSE All-World ex-US ETF worth $11.5M as of Q2 2026.
Balanced Wealth Group bought 1,163 Vanguard FTSE All-World ex-US ETF shares in Q2 2026, an estimated $95K.
Vanguard FTSE All-World ex-US ETF made up 3.62% of Balanced Wealth Group's portfolio in Q2 2026, its #7 holding.
Balanced Wealth Group first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2023 and has held it in 11 quarters since.
1,629 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.