Cherry Tree Wealth Management
VEU icon

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

Cherry Tree 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
2026
Q3 		$11.4M Sell
137,556
-683
-0.5% -$57.4K 2.15% 12
2026
Q2 		$11.6M Sell
138,239
-870
-0.6% -$71.1K 2.18% 13
2026
Q1 		$10.4M Sell
139,109
-2,268
-2% -$176K 2.21% 15
2025
Q4 		$10.4M Sell
141,377
-282
-0.2% -$20.5K 2.2% 14
2025
Q3 		$10.1M Sell
141,659
-590
-0.4% -$40.7K 2.22% 13
2025
Q2 		$9.6M Sell
142,249
-4,703
-3% -$298K 2.22% 13
2025
Q1 		$8.91M Sell
146,952
-45
-0% -$2.71K 2.15% 14
2024
Q4 		$8.44M Sell
146,997
-1,006
-0.7% -$60.6K 2.09% 14
2024
Q3 		$9.32M Buy
148,003
+160
+0.1% +$9.6K 2.21% 13
2024
Q2 		$8.67M Buy
147,843
+269
+0.2% +$15.8K 2.18% 14
2024
Q1 		$8.66M Buy
147,574
+1,466
+1% +$82.9K 2.18% 14
2023
Q4 		$8.2M Buy
146,108
+121
+0.1% +$6.41K 2.19% 15
2023
Q3 		$7.57M Buy
145,987
+1,780
+1% +$96.3K 2.22% 14
2023
Q2 		$7.85M Buy
+144,207
New +$7.82M 2.29% 14

Other funds holding VEU

Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
Flower City Capital
Flower City Capital Pittsford, New York $234M AUM 15.69% 1-Year Est. Return
Wealthcare Capital Management
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
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Cherry Tree Wealth Management's VEU Position: Q3 2026 in Review

Cherry Tree Wealth Management reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 0.49% in Q3 2026, selling an estimated $57.4K and leaving 137,556 shares worth $11.4M. The position accounts for 2.15% of the portfolio, ranked #12.

Cherry Tree Wealth Management first reported a position in VEU in Q2 2023 and has held it in 14 quarters since. The position peaked at $11.6M in Q2 2026. 546 funds tracked by Wall St. Rank hold VEU as of Q3 2026.

  • Cherry Tree Wealth Management held 137,556 shares of Vanguard FTSE All-World ex-US ETF worth $11.4M as of Q3 2026.
  • Cherry Tree Wealth Management sold 683 Vanguard FTSE All-World ex-US ETF shares in Q3 2026, an estimated $57.4K.
  • Vanguard FTSE All-World ex-US ETF made up 2.15% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #12 holding.
  • Cherry Tree Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2023 and has held it in 14 quarters since.
  • Cherry Tree Wealth Management's Vanguard FTSE All-World ex-US ETF position peaked at $11.6M in Q2 2026.
  • 546 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.