Beacon Harbor Wealth Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Beacon Harbor Wealth 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
2025 Q3	–	Sell	-4,328	Closed	-$291K	–	88
2025 Q2	$291K	Hold	4,328	–	–	0.07%	63
2025 Q1	$263K	Hold	4,328	–	–	0.06%	63
2024 Q4	$248K	Hold	4,328	–	–	0.06%	69
2024 Q3	$273K	Hold	4,328	–	–	0.07%	62
2024 Q2	$254K	Hold	4,328	–	–	0.07%	62
2024 Q1	$254K	Hold	4,328	–	–	0.07%	63
2023 Q4	$243K	Hold	4,328	–	–	0.07%	68
2023 Q3	$224K	Hold	4,328	–	–	0.07%	67
2023 Q2	$235K	Hold	4,328	–	–	0.08%	60
2023 Q1	$231K	Buy	+4,328	New	+$229K	0.08%	62

Other funds holding VEU

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Beacon Harbor Wealth Advisors's VEU Position: Q3 2025 in Review

Beacon Harbor Wealth Advisors sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q3 2025, closing a stake of 4,328 shares — an estimated $291K sold.

Beacon Harbor Wealth Advisors first reported a position in VEU in Q1 2023 and held it in 10 quarters. The position peaked at $291K in Q2 2025. 1,389 funds tracked by Wall St. Rank hold VEU as of Q3 2025.

Beacon Harbor Wealth Advisors reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q3 2025 after selling out during the quarter.
Beacon Harbor Wealth Advisors sold 4,328 Vanguard FTSE All-World ex-US ETF shares in Q3 2025, an estimated $291K.
Beacon Harbor Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2023 and held it in 10 quarters.
Beacon Harbor Wealth Advisors's Vanguard FTSE All-World ex-US ETF position peaked at $291K in Q2 2025.
1,389 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2025.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.