Cassady Schiller Wealth Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Cassady Schiller Wealth Management’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
2024 Q4	$141K	Sell	2,460 -1,742	-41%	-$105K	0.05%	138
2024 Q3	$265K	Hold	4,202	–	–	0.1%	101
2024 Q2	$246K	Sell	4,202 -74	-2%	-$4.34K	0.1%	100
2024 Q1	$251K	Sell	4,276 -1	-0%	-$57	0.11%	98
2023 Q4	$240K	Buy	4,277 +3	+0.1%	+$159	0.12%	92
2023 Q3	$222K	Buy	4,274 +18	+0.4%	+$974	0.12%	91
2023 Q2	$232K	Buy	4,256 +1	+0%	+$54	0.13%	94
2023 Q1	$228K	Sell	4,255 -10,538	-71%	-$558K	0.11%	95
2022 Q4	$742K	Buy	14,793 +52	+0.4%	+$2.52K	0.46%	46
2022 Q3	$654K	Buy	14,741 +613	+4%	+$30.3K	0.38%	53
2022 Q2	$706K	Buy	14,128 +27	+0.2%	+$1.45K	0.37%	46
2022 Q1	$812K	Sell	14,101 -2,473	-15%	-$146K	0.39%	45
2021 Q4	$1.02M	Buy	+16,574	New	+$1.03M	0.61%	32

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cassady Schiller Wealth Management's VEU Position: Q4 2024 in Review

Cassady Schiller Wealth Management reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 41% in Q4 2024, selling an estimated $105K and leaving 2,460 shares worth $141K. The position accounts for 0.05% of the portfolio, ranked #138.

Cassady Schiller Wealth Management first reported a position in VEU in Q4 2021 and has held it in 13 quarters since. The position peaked at $1.02M in Q4 2021. 1,288 funds tracked by Wall St. Rank hold VEU as of Q4 2024.

Cassady Schiller Wealth Management held 2,460 shares of Vanguard FTSE All-World ex-US ETF worth $141K as of Q4 2024.
Cassady Schiller Wealth Management sold 1,742 Vanguard FTSE All-World ex-US ETF shares in Q4 2024, an estimated $105K.
Vanguard FTSE All-World ex-US ETF made up 0.05% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #138 holding.
Cassady Schiller Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2021 and has held it in 13 quarters since.
Cassady Schiller Wealth Management's Vanguard FTSE All-World ex-US ETF position peaked at $1.02M in Q4 2021.
1,288 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.