Castleview Partners’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Castleview Partners’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 Q3	$378K	Buy	4,559 +182	+4%	+$15.3K	0.17%	141
2026 Q2	$367K	Buy	4,377 +228	+5%	+$18.6K	0.16%	142
2026 Q1	$312K	Buy	4,149 +1,257	+43%	+$97.4K	0.16%	143
2025 Q4	$213K	Buy	+2,892	New	+$210K	0.11%	184
2023 Q4	–	Sell	-129	Closed	-$6.69K	–	899
2023 Q3	$6.69K	Buy	+129	New	+$6.98K	0.01%	456

Other funds holding VEU

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Flower City Capital Pittsford, New York $234M AUM 15.69% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

CWAG

Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return

Castleview Partners's VEU Position: Q3 2026 in Review

Castleview Partners increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 4.2% in Q3 2026, buying an estimated $15.3K and bringing the position to 4,559 shares worth $378K. The position accounts for 0.17% of the portfolio, ranked #141.

Castleview Partners first reported a position in VEU in Q3 2023 and has held it in 5 quarters since. 507 funds tracked by Wall St. Rank hold VEU as of Q3 2026.

Castleview Partners held 4,559 shares of Vanguard FTSE All-World ex-US ETF worth $378K as of Q3 2026.
Castleview Partners bought 182 Vanguard FTSE All-World ex-US ETF shares in Q3 2026, an estimated $15.3K.
Vanguard FTSE All-World ex-US ETF made up 0.17% of Castleview Partners's portfolio in Q3 2026, its #141 holding.
Castleview Partners first reported a position in Vanguard FTSE All-World ex-US ETF in Q3 2023 and has held it in 5 quarters since.
507 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.