Camelot Technology Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Camelot Technology 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	–	Sell	-3,800	Closed	-$231K	–	53
2025 Q1	$231K	Hold	3,800	–	–	0.21%	51
2024 Q4	$218K	Hold	3,800	–	–	0.2%	51
2024 Q3	$239K	Hold	3,800	–	–	0.21%	55
2024 Q2	$223K	Hold	3,800	–	–	0.21%	55
2024 Q1	$223K	Hold	3,800	–	–	0.21%	55
2023 Q4	$213K	Buy	+3,800	New	+$201K	0.22%	56

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

Camelot Technology Advisors's VEU Position: Q2 2025 in Review

Camelot Technology Advisors sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q2 2025, closing a stake of 3,800 shares — an estimated $231K sold.

Camelot Technology Advisors first reported a position in VEU in Q4 2023 and held it in 6 quarters. The position peaked at $239K in Q3 2024. 1,352 funds tracked by Wall St. Rank hold VEU as of Q2 2025.

Camelot Technology Advisors reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q2 2025 after selling out during the quarter.
Camelot Technology Advisors sold 3,800 Vanguard FTSE All-World ex-US ETF shares in Q2 2025, an estimated $231K.
Camelot Technology Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2023 and held it in 6 quarters.
Camelot Technology Advisors's Vanguard FTSE All-World ex-US ETF position peaked at $239K in Q3 2024.
1,352 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2025.

Based on Camelot Technology Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.