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

Centricity 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
2025
Q2 		$441K Buy
6,560
+965
+17% +$61.1K 0.35% 50
2025
Q1 		$339K Buy
5,595
+696
+14% +$41.9K 0.31% 55
2024
Q4 		$281K Buy
+4,899
New +$295K 0.26% 59

Other funds holding VEU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CIAS
CBIZ Investment Advisory Services Independence, Ohio $2.74B AUM 16.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Centricity Wealth Management's VEU Position: Q2 2025 in Review

Centricity Wealth Management increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 17% in Q2 2025, buying an estimated $61.1K and bringing the position to 6,560 shares worth $441K. The position accounts for 0.35% of the portfolio, ranked #50.

Centricity Wealth Management first reported a position in VEU in Q4 2024 and has held it in 3 quarters since. 1,356 funds tracked by Wall St. Rank hold VEU as of Q2 2025.

  • Centricity Wealth Management held 6,560 shares of Vanguard FTSE All-World ex-US ETF worth $441K as of Q2 2025.
  • Centricity Wealth Management bought 965 Vanguard FTSE All-World ex-US ETF shares in Q2 2025, an estimated $61.1K.
  • Vanguard FTSE All-World ex-US ETF made up 0.35% of Centricity Wealth Management's portfolio in Q2 2025, its #50 holding.
  • Centricity Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,356 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.