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Benchmark Wealth Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Benchmark Wealth Management’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 		$9.1M Sell
135,384
-248
-0.2% -$15.7K 4.04% 6
2025
Q1 		$8.23M Buy
135,632
+5,260
+4% +$317K 3.98% 6
2024
Q4 		$7.48M Buy
130,372
+6,142
+5% +$370K 3.68% 7
2024
Q3 		$7.83M Buy
124,230
+9,873
+9% +$595K 3.87% 7
2024
Q2 		$6.71M Buy
114,357
+5,348
+5% +$314K 3.57% 6
2024
Q1 		$6.39M Buy
109,009
+10,066
+10% +$569K 3.48% 7
2023
Q4 		$5.55M Sell
98,943
-4,881
-5% -$259K 3.28% 8
2023
Q3 		$5.39M Buy
103,824
+9,346
+10% +$506K 3.44% 7
2023
Q2 		$5.14M Buy
94,478
+20,504
+28% +$1.11M 3.1% 8
2023
Q1 		$4.03M Buy
73,974
+55,952
+310% +$2.96M 2.57% 12
2022
Q4 		$904K Buy
18,022
+609
+3% +$29.5K 0.65% 20
2022
Q3 		$772K Buy
17,413
+6,827
+64% +$338K 0.61% 20
2022
Q2 		$529K Buy
10,586
+1,175
+12% +$62.9K 0.39% 26
2022
Q1 		$542K Buy
9,411
+128
+1% +$7.53K 0.36% 25
2021
Q4 		$569K Buy
9,283
+53
+0.6% +$3.28K 0.37% 25
2021
Q3 		$563K Buy
9,230
+3,853
+72% +$242K 0.4% 21
2021
Q2 		$341K Buy
5,377
+747
+16% +$47.3K 0.23% 31
2021
Q1 		$281K Sell
4,630
-112
-2% -$6.81K 0.21% 32
2020
Q4 		$277K Hold
4,742
– – 0.21% 34
2020
Q3 		$239K Sell
4,742
-332
-7% -$16.8K 0.19% 39
2020
Q2 		$242K Sell
5,074
-1,658
-25% -$74.3K 0.21% 34
2020
Q1 		$276K Hold
6,732
– – 0.28% 26
2019
Q4 		$362K Buy
+6,732
New +$350K 0.31% 27

Other funds holding VEU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Benchmark Wealth Management's VEU Position: Q2 2025 in Review

Benchmark Wealth Management reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 0.18% in Q2 2025, selling an estimated $15.7K and leaving 135,384 shares worth $9.1M. The position accounts for 4.04% of the portfolio, ranked #6.

Benchmark Wealth Management first reported a position in VEU in Q4 2019 and has held it in 23 quarters since. 1,352 funds tracked by Wall St. Rank hold VEU as of Q2 2025.

  • Benchmark Wealth Management held 135,384 shares of Vanguard FTSE All-World ex-US ETF worth $9.1M as of Q2 2025.
  • Benchmark Wealth Management sold 248 Vanguard FTSE All-World ex-US ETF shares in Q2 2025, an estimated $15.7K.
  • Vanguard FTSE All-World ex-US ETF made up 4.04% of Benchmark Wealth Management's portfolio in Q2 2025, its #6 holding.
  • Benchmark Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2019 and has held it in 23 quarters since.
  • 1,352 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.