Chapin Davis’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Chapin Davis’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 Q2	$2.21M	Sell	26,347 -2,405	-8%	-$197K	0.39%	47
2026 Q1	$2.16M	Buy	28,752 +3,197	+13%	+$248K	0.48%	49
2025 Q4	$1.88M	Buy	25,555 +363	+1%	+$26.4K	0.44%	50
2025 Q3	$1.8M	Buy	25,192 +105	+0.4%	+$7.25K	0.44%	48
2025 Q2	$1.69M	Buy	25,087 +149	+0.6%	+$9.43K	0.47%	49
2025 Q1	$1.51M	Buy	24,938 +3,092	+14%	+$186K	0.52%	46
2024 Q4	$1.38M	Hold	21,846	–	–	0.45%	51
2024 Q3	$1.38M	Buy	21,846 +1,335	+7%	+$80.4K	0.45%	52
2024 Q2	$1.2M	Buy	20,511 +159	+0.8%	+$9.33K	0.41%	55
2024 Q1	$1.19M	Buy	20,352 +75	+0.4%	+$4.24K	0.44%	54
2023 Q4	$1.14M	Buy	20,277 +305	+2%	+$16.2K	0.48%	51
2023 Q3	$1.04M	Buy	19,972 +113	+0.6%	+$6.11K	0.49%	53
2023 Q2	$1.08M	Buy	19,859 +223	+1%	+$12.1K	0.51%	51
2023 Q1	$1.05M	Buy	19,636 +771	+4%	+$40.9K	0.54%	47
2022 Q4	$946K	Buy	+18,865	New	+$915K	0.55%	49

Other funds holding VEU

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Somnio Financial Group Glastonbury, Connecticut $169M AUM 15.04% 1-Year Est. Return