CFA
VEU icon

Capstone Financial Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Capstone Financial 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 		$389K Hold
5,177
– – 0.02% 123
2025
Q4 		$381K Hold
5,177
– – 0.02% 117
2025
Q3 		$370K Hold
5,177
– – 0.02% 118
2025
Q2 		$348K Sell
5,177
-138
-3% -$8.74K 0.02% 116
2025
Q1 		$322K Buy
5,315
+2
+0% +$121 0.02% 112
2024
Q4 		$305K Buy
5,313
+2
+0% +$121 0.02% 117
2024
Q3 		$335K Sell
5,311
-5,135
-49% -$309K 0.02% 112
2024
Q2 		$613K Buy
10,446
+44
+0.4% +$2.58K 0.04% 75
2024
Q1 		$610K Buy
10,402
+16
+0.2% +$904 0.04% 74
2023
Q4 		$583K Buy
10,386
+3,911
+60% +$207K 0.04% 75
2023
Q3 		$336K Buy
6,475
+36
+0.6% +$1.95K 0.03% 98
2023
Q2 		$350K Sell
6,439
-443
-6% -$24K 0.03% 95
2023
Q1 		$368K Sell
6,882
-374
-5% -$19.8K 0.03% 86
2022
Q4 		$364K Buy
7,256
+88
+1% +$4.27K 0.03% 87
2022
Q3 		$318K Buy
7,168
+41
+0.6% +$2.03K 0.03% 95
2022
Q2 		$356K Buy
7,127
+80
+1% +$4.29K 0.03% 89
2022
Q1 		$406K Buy
7,047
+13
+0.2% +$765 0.03% 93
2021
Q4 		$431K Buy
7,034
+95
+1% +$5.88K 0.03% 87
2021
Q3 		$423K Buy
6,939
+56
+0.8% +$3.52K 0.03% 79
2021
Q2 		$436K Sell
6,883
-880
-11% -$55.7K 0.03% 79
2021
Q1 		$471K Buy
7,763
+1
+0% +$61 0.04% 65
2020
Q4 		$453K Buy
7,762
+4
+0.1% +$218 0.04% 60
2020
Q3 		$391K Sell
7,758
-2
-0% -$101 0.04% 58
2020
Q2 		$369K Buy
+7,760
New +$348K 0.04% 54
2018
Q2 		– Sell
-5,585
Closed -$304K – 94
2018
Q1 		$304K Buy
+5,585
New +$311K 0.1% 47
2015
Q2 		– Sell
-4,455
Closed -$217K – 109
2015
Q1 		$217K Hold
4,455
– – 0.08% 73
2014
Q4 		$209K Buy
4,455
+258
+6% +$12.4K 0.07% 71
2014
Q3 		$207K Hold
4,197
– – 0.13% 54
2014
Q2 		$219K Hold
4,197
– – 0.15% 51
2014
Q1 		$211K Buy
4,197
+162
+4% +$8.02K 0.13% 50
2013
Q4 		$205K Buy
+4,035
New +$201K 0.13% 51

Other funds holding VEU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Capstone Financial Advisors's VEU Position: Q1 2026 in Review

Capstone Financial Advisors held its Vanguard FTSE All-World ex-US ETF (VEU) position steady in Q1 2026 at 5,177 shares worth $389K. The position accounts for 0.02% of the portfolio, ranked #123.

Capstone Financial Advisors first reported a position in VEU in Q4 2013 and has held it in 31 quarters since. The position peaked at $613K in Q2 2024. 1,559 funds tracked by Wall St. Rank hold VEU as of Q1 2026.

  • Capstone Financial Advisors held 5,177 shares of Vanguard FTSE All-World ex-US ETF worth $389K as of Q1 2026.
  • Capstone Financial 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 0.02% of Capstone Financial Advisors's portfolio in Q1 2026, its #123 holding.
  • Capstone Financial Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2013 and has held it in 31 quarters since.
  • Capstone Financial Advisors's Vanguard FTSE All-World ex-US ETF position peaked at $613K in Q2 2024.
  • 1,559 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2026.

Based on Capstone Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.