Carl Stuart Investment Advisor’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Carl Stuart Investment Advisor’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	$448K	Buy	5,970 +9	+0.2%	+$697	0.2%	17
2025 Q4	$438K	Buy	5,961 +101	+2%	+$7.34K	0.4%	10
2025 Q3	$418K	Buy	5,860 +29	+0.5%	+$2K	0.39%	11
2025 Q2	$392K	Buy	5,831 +42	+0.7%	+$2.66K	0.2%	10
2025 Q1	$351K	Buy	5,789 +18	+0.3%	+$1.08K	0.2%	11
2024 Q4	$331K	Buy	5,771 +93	+2%	+$5.6K	0.18%	13
2024 Q3	$358K	Buy	5,678 +22	+0.4%	+$1.32K	0.2%	10
2024 Q2	$332K	Buy	5,656 +44	+0.8%	+$2.58K	0.21%	10
2024 Q1	$329K	Buy	5,612 +21	+0.4%	+$1.19K	0.21%	10
2023 Q4	$314K	Buy	5,591 +84	+2%	+$4.45K	0.21%	21
2023 Q3	$282K	Buy	5,507 +31	+0.6%	+$1.68K	0.23%	16
2023 Q2	$298K	Buy	+5,476	New	+$297K	0.23%	15
2023 Q1	–	Sell	-5,404	Closed	-$271K	–	54
2022 Q4	$271K	Buy	5,404 +66	+1%	+$3.2K	0.25%	17
2022 Q3	$248K	Buy	5,338 +29	+0.5%	+$1.44K	0.22%	18
2022 Q2	$264K	Buy	5,309 +62	+1%	+$3.32K	0.23%	16
2022 Q1	$3.02M	Buy	5,247 +9	+0.2%	+$530	0.22%	16
2021 Q4	$321K	Buy	+5,238	New	+$324K	0.23%	18

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

Carl Stuart Investment Advisor's VEU Position: Q1 2026 in Review

Carl Stuart Investment Advisor increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 0.15% in Q1 2026, buying an estimated $697 and bringing the position to 5,970 shares worth $448K. The position accounts for 0.2% of the portfolio, ranked #17.

Carl Stuart Investment Advisor first reported a position in VEU in Q4 2021 and has held it in 17 quarters since. The position peaked at $3.02M in Q1 2022. 1,560 funds tracked by Wall St. Rank hold VEU as of Q1 2026.

Carl Stuart Investment Advisor held 5,970 shares of Vanguard FTSE All-World ex-US ETF worth $448K as of Q1 2026.
Carl Stuart Investment Advisor bought 9 Vanguard FTSE All-World ex-US ETF shares in Q1 2026, an estimated $697.
Vanguard FTSE All-World ex-US ETF made up 0.2% of Carl Stuart Investment Advisor's portfolio in Q1 2026, its #17 holding.
Carl Stuart Investment Advisor first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2021 and has held it in 17 quarters since.
Carl Stuart Investment Advisor's Vanguard FTSE All-World ex-US ETF position peaked at $3.02M in Q1 2022.
1,560 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2026.

Based on Carl Stuart Investment Advisor's 13F filing for Q1 2026, filed 21 Apr 2026.