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

Bordeaux 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 Q2	$353K	Buy	5,249 +1,799	+52%	+$114K	0.05%	114
2025 Q1	$209K	Sell	3,450 -574	-14%	-$34.6K	0.04%	152
2024 Q4	$231K	Buy	4,024 +7	+0.2%	+$422	0.04%	142
2024 Q3	$253K	Buy	4,017 +134	+3%	+$8.07K	0.05%	137
2024 Q2	$228K	Buy	3,883 +3	+0.1%	+$176	0.04%	122
2024 Q1	$228K	Sell	3,880 -2,964	-43%	-$168K	0.08%	104
2023 Q4	$384K	Buy	6,844 +2,972	+77%	+$157K	0.13%	72
2023 Q3	$201K	Buy	3,872 +3	+0.1%	+$162	0.08%	90
2023 Q2	$211K	Buy	3,869 +5	+0.1%	+$271	0.09%	97
2023 Q1	$207K	Buy	+3,864	New	+$205K	0.11%	95
2022 Q3	–	Sell	-6,293	Closed	-$314K	–	92
2022 Q2	$314K	Sell	6,293 -2,119	-25%	-$113K	0.22%	66
2022 Q1	$484K	Buy	8,412 +5	+0.1%	+$294	0.26%	59
2021 Q4	$515K	Buy	+8,407	New	+$520K	0.24%	61

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

Bordeaux Wealth Advisors's VEU Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 52% in Q2 2025, buying an estimated $114K and bringing the position to 5,249 shares worth $353K. The position accounts for 0.05% of the portfolio, ranked #114.

Bordeaux Wealth Advisors first reported a position in VEU in Q4 2021 and has held it in 13 quarters since. The position peaked at $515K in Q4 2021. 1,353 funds tracked by Wall St. Rank hold VEU as of Q2 2025.

Bordeaux Wealth Advisors held 5,249 shares of Vanguard FTSE All-World ex-US ETF worth $353K as of Q2 2025.
Bordeaux Wealth Advisors bought 1,799 Vanguard FTSE All-World ex-US ETF shares in Q2 2025, an estimated $114K.
Vanguard FTSE All-World ex-US ETF made up 0.05% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #114 holding.
Bordeaux Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2021 and has held it in 13 quarters since.
Bordeaux Wealth Advisors's Vanguard FTSE All-World ex-US ETF position peaked at $515K in Q4 2021.
1,353 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.