Charter Research & Investment Group’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Charter Research & Investment Group’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	$252K	Hold	3,350	–	–	0.17%	75
2025 Q4	$246K	Hold	3,350	–	–	0.16%	73
2025 Q3	$239K	Hold	3,350	–	–	0.17%	77
2025 Q2	$225K	Hold	3,350	–	–	0.17%	77
2025 Q1	$203K	Buy	+3,350	New	+$202K	0.16%	79
2024 Q4	–	Sell	-3,350	Closed	-$211K	–	83
2024 Q3	$211K	Buy	+3,350	New	+$202K	0.16%	82
2022 Q1	–	Sell	-3,350	Closed	-$205K	–	87
2021 Q4	$205K	Hold	3,350	–	–	0.16%	85
2021 Q3	$204K	Hold	3,350	–	–	0.17%	81
2021 Q2	$212K	Hold	3,350	–	–	0.18%	79
2021 Q1	$203K	Buy	+3,350	New	+$204K	0.18%	77

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 $424B AUM 22.96% 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

Charter Research & Investment Group's VEU Position: Q1 2026 in Review

Charter Research & Investment Group held its Vanguard FTSE All-World ex-US ETF (VEU) position steady in Q1 2026 at 3,350 shares worth $252K. The position accounts for 0.17% of the portfolio, ranked #75.

Charter Research & Investment Group first reported a position in VEU in Q1 2021 and has held it in 10 quarters since. 1,563 funds tracked by Wall St. Rank hold VEU as of Q1 2026.

Charter Research & Investment Group held 3,350 shares of Vanguard FTSE All-World ex-US ETF worth $252K as of Q1 2026.
Charter Research & Investment Group left its Vanguard FTSE All-World ex-US ETF share count unchanged in Q1 2026.
Vanguard FTSE All-World ex-US ETF made up 0.17% of Charter Research & Investment Group's portfolio in Q1 2026, its #75 holding.
Charter Research & Investment Group first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2021 and has held it in 10 quarters since.
1,563 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2026.

Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.