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

Cadence 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
2026 Q1	$4.96M	Sell	66,097 -280	-0.4%	-$21.7K	2.07%	11
2025 Q4	$4.88M	Sell	66,377 -3,857	-5%	-$280K	2.36%	11
2025 Q3	$5.01M	Buy	70,234 +1,471	+2%	+$102K	2.63%	10
2025 Q2	$4.62M	Buy	68,763 +483	+0.7%	+$30.6K	3.06%	8
2025 Q1	$4.14M	Sell	68,280 -1,525	-2%	-$91.9K	3.06%	8
2024 Q4	$4.01M	Sell	69,805 -1,467	-2%	-$88.4K	2.65%	9
2024 Q3	$4.49M	Sell	71,272 -5,280	-7%	-$318K	3.65%	6
2024 Q2	$4.49M	Sell	76,552 -3,680	-5%	-$216K	3.14%	8
2024 Q1	$4.71M	Sell	80,232 -189	-0.2%	-$10.7K	4.84%	7
2023 Q4	$4.51M	Sell	80,421 -6,301	-7%	-$334K	3.54%	9
2023 Q3	$4.5M	Sell	86,722 -288	-0.3%	-$15.6K	3.74%	9
2023 Q2	$4.73M	Buy	87,010 +75	+0.1%	+$4.07K	4.58%	7
2023 Q1	$4.65M	Buy	86,935 +1,486	+2%	+$78.7K	4.73%	7
2022 Q4	$4.28M	Sell	85,449 -4,019	-4%	-$195K	3.67%	9
2022 Q3	$3.97M	Buy	89,468 +2,572	+3%	+$127K	3.73%	8
2022 Q2	$4.34M	Sell	86,896 -15,448	-15%	-$827K	4.5%	6
2022 Q1	$5.89M	Sell	102,344 -1,947	-2%	-$115K	4.52%	7
2021 Q4	$6.39M	Buy	104,291 +2,834	+3%	+$175K	7.01%	5
2021 Q3	$6.18M	Sell	101,457 -3,662	-3%	-$230K	6.99%	5
2021 Q2	$6.66M	Buy	105,119 +1,073	+1%	+$67.9K	5.63%	9
2021 Q1	$6.31M	Buy	+104,046	New	+$6.33M	5.71%	7

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Cadence Wealth Management's VEU Position: Q1 2026 in Review

Cadence Wealth Management reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 0.42% in Q1 2026, selling an estimated $21.7K and leaving 66,097 shares worth $4.96M. The position accounts for 2.07% of the portfolio, ranked #11.

Cadence Wealth Management first reported a position in VEU in Q1 2021 and has held it in 21 quarters since. The position peaked at $6.66M in Q2 2021. 1,560 funds tracked by Wall St. Rank hold VEU as of Q1 2026.

Cadence Wealth Management held 66,097 shares of Vanguard FTSE All-World ex-US ETF worth $4.96M as of Q1 2026.
Cadence Wealth Management sold 280 Vanguard FTSE All-World ex-US ETF shares in Q1 2026, an estimated $21.7K.
Vanguard FTSE All-World ex-US ETF made up 2.07% of Cadence Wealth Management's portfolio in Q1 2026, its #11 holding.
Cadence Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2021 and has held it in 21 quarters since.
Cadence Wealth Management's Vanguard FTSE All-World ex-US ETF position peaked at $6.66M in Q2 2021.
1,560 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2026.

Based on Cadence Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.