Capital Planning Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Capital Planning 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
2026 Q1	$258K	Hold	3,440	–	–	0.04%	132
2025 Q4	$253K	Hold	3,440	–	–	0.03%	146
2025 Q3	$246K	Hold	3,440	–	–	0.03%	138
2025 Q2	$231K	Sell	3,440 -1,724	-33%	-$109K	0.03%	130
2025 Q1	$313K	Hold	5,164	–	–	0.05%	116
2024 Q4	$296K	Hold	5,164	–	–	0.05%	120
2024 Q3	$325K	Hold	5,164	–	–	0.05%	113
2024 Q2	$303K	Hold	5,164	–	–	0.05%	113
2024 Q1	$303K	Sell	5,164 -275	-5%	-$15.5K	0.05%	119
2023 Q4	$305K	Sell	5,439 -2,043	-27%	-$108K	0.06%	115
2023 Q3	$388K	Hold	7,482	–	–	0.08%	98
2023 Q2	$407K	Hold	7,482	–	–	0.08%	100
2023 Q1	$400K	Buy	7,482 +386	+5%	+$20.5K	0.09%	98
2022 Q4	$356K	Buy	+7,096	New	+$344K	0.08%	98
2022 Q1	–	Sell	-3,440	Closed	-$211K	–	166
2021 Q4	$211K	Hold	3,440	–	–	0.04%	154
2021 Q3	$210K	Hold	3,440	–	–	0.04%	142
2021 Q2	$218K	Hold	3,440	–	–	0.04%	143
2021 Q1	$209K	Hold	3,440	–	–	0.05%	127
2020 Q4	$201K	Buy	+3,440	New	+$187K	0.05%	126
2020 Q1	–	Sell	-3,715	Closed	-$200K	–	128
2019 Q4	$200K	Buy	+3,715	New	+$193K	0.05%	122
2019 Q2	–	Sell	-4,815	Closed	-$241K	–	126
2019 Q1	$241K	Sell	4,815 -2,480	-34%	-$121K	0.07%	112
2018 Q4	$333K	Sell	7,295 -330,876	-98%	-$15.9M	0.12%	96
2018 Q3	$17.6M	Sell	338,171 -38,813	-10%	-$2.02M	5.62%	3
2018 Q2	$19.5M	Sell	376,984 -65,248	-15%	-$3.54M	8.84%	1
2018 Q1	$24M	Buy	442,232 +63,128	+17%	+$3.52M	8.54%	1
2017 Q4	$20.7M	Buy	379,104 +155,589	+70%	+$8.37M	7.29%	1
2017 Q3	$11.8M	Buy	223,515 +135,428	+154%	+$7.01M	4.62%	4
2017 Q2	$4.41M	Buy	+88,087	New	+$4.36M	1.95%	12
2016 Q1	–	Sell	-5,363	Closed	-$233K	–	107
2015 Q4	$233K	Sell	5,363 -956	-15%	-$42.8K	0.14%	91
2015 Q3	$269K	Buy	+6,319	New	+$292K	0.18%	87

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

Capital Planning Advisors's VEU Position: Q1 2026 in Review

Capital Planning Advisors held its Vanguard FTSE All-World ex-US ETF (VEU) position steady in Q1 2026 at 3,440 shares worth $258K. The position accounts for 0.04% of the portfolio, ranked #132.

Capital Planning Advisors first reported a position in VEU in Q3 2015 and has held it in 30 quarters since. The position peaked at $24M in Q1 2018. 1,559 funds tracked by Wall St. Rank hold VEU as of Q1 2026.

Capital Planning Advisors held 3,440 shares of Vanguard FTSE All-World ex-US ETF worth $258K as of Q1 2026.
Capital Planning Advisors left its Vanguard FTSE All-World ex-US ETF share count unchanged in Q1 2026.
Vanguard FTSE All-World ex-US ETF made up 0.04% of Capital Planning Advisors's portfolio in Q1 2026, its #132 holding.
Capital Planning Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q3 2015 and has held it in 30 quarters since.
Capital Planning Advisors's Vanguard FTSE All-World ex-US ETF position peaked at $24M in Q1 2018.
1,559 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.