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Capstone Wealth Management Group (Pennsylvania)’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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 		$555K Buy
7,396
+12
+0.2% +$930 0.23% 61
2025
Q4 		$543K Buy
7,384
+124
+2% +$9.02K 0.23% 50
2025
Q3 		$518K Sell
7,260
-215
-3% -$14.8K 0.22% 51
2025
Q2 		$502K Buy
7,475
+53
+0.7% +$3.36K 0.48% 34
2025
Q1 		$450K Sell
7,422
-432
-6% -$26K 0.26% 52
2024
Q4 		$451K Buy
7,854
+91
+1% +$5.48K 0.24% 59
2024
Q3 		$489K Buy
7,763
+30
+0.4% +$1.81K 0.29% 54
2024
Q2 		$453K Buy
7,733
+60
+0.8% +$3.52K 0.3% 55
2024
Q1 		$450K Buy
7,673
+29
+0.4% +$1.64K 0.32% 54
2023
Q4 		$429K Sell
7,644
-59
-0.8% -$3.13K 0.41% 43
2023
Q3 		$400K Sell
7,703
-200
-3% -$10.8K 0.41% 40
2023
Q2 		$430K Buy
7,903
+89
+1% +$4.82K 0.44% 40
2023
Q1 		$418K Sell
7,814
-532
-6% -$28.2K 0.46% 36
2022
Q4 		$418K Sell
8,346
-802
-9% -$38.9K 0.45% 41
2022
Q3 		$406K Sell
9,148
-225
-2% -$11.1K 0.52% 38
2022
Q2 		$468K Sell
9,373
-43
-0.5% -$2.3K 0.56% 36
2022
Q1 		$542K Sell
9,416
-1,912
-17% -$113K 0.54% 39
2021
Q4 		$694K Buy
+11,328
New +$701K 0.56% 35

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 Wealth Management Group (Pennsylvania)'s VEU Position: Q1 2026 in Review

Capstone Wealth Management Group (Pennsylvania) increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 0.16% in Q1 2026, buying an estimated $930 and bringing the position to 7,396 shares worth $555K. The position accounts for 0.23% of the portfolio, ranked #61.

Capstone Wealth Management Group (Pennsylvania) first reported a position in VEU in Q4 2021 and has held it in 18 quarters since. The position peaked at $694K in Q4 2021. 1,560 funds tracked by Wall St. Rank hold VEU as of Q1 2026.

  • Capstone Wealth Management Group (Pennsylvania) held 7,396 shares of Vanguard FTSE All-World ex-US ETF worth $555K as of Q1 2026.
  • Capstone Wealth Management Group (Pennsylvania) bought 12 Vanguard FTSE All-World ex-US ETF shares in Q1 2026, an estimated $930.
  • Vanguard FTSE All-World ex-US ETF made up 0.23% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q1 2026, its #61 holding.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2021 and has held it in 18 quarters since.
  • Capstone Wealth Management Group (Pennsylvania)'s Vanguard FTSE All-World ex-US ETF position peaked at $694K in Q4 2021.
  • 1,560 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2026, filed 29 Apr 2026.