Compass Planning Associates’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Compass Planning Associates’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	$16.1M	Buy	191,910 +9,502	+5%	+$777K	8.69%	6
2026 Q1	$13.7M	Buy	182,408 +13,037	+8%	+$1.01M	8.76%	6
2025 Q4	$12.5M	Buy	169,371 +6,942	+4%	+$505K	8.63%	6
2025 Q3	$11.6M	Sell	162,429 -37,154	-19%	-$2.56M	10.63%	5
2025 Q2	$13.4M	Sell	199,583 -3,819	-2%	-$242K	12.31%	3
2025 Q1	$12.3M	Buy	203,402 +14,293	+8%	+$861K	12.47%	3
2024 Q4	$10.9M	Buy	+189,109	New	+$11.4M	11.02%	3

Other funds holding VEU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Compass Planning Associates's VEU Position: Q2 2026 in Review

Compass Planning Associates increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 5.2% in Q2 2026, buying an estimated $777K and bringing the position to 191,910 shares worth $16.1M. The position accounts for 8.69% of the portfolio, ranked #6.

Compass Planning Associates first reported a position in VEU in Q4 2024 and has held it in 7 quarters since. 1,629 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

Compass Planning Associates held 191,910 shares of Vanguard FTSE All-World ex-US ETF worth $16.1M as of Q2 2026.
Compass Planning Associates bought 9,502 Vanguard FTSE All-World ex-US ETF shares in Q2 2026, an estimated $777K.
Vanguard FTSE All-World ex-US ETF made up 8.69% of Compass Planning Associates's portfolio in Q2 2026, its #6 holding.
Compass Planning Associates first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2024 and has held it in 7 quarters since.
1,629 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

Based on Compass Planning Associates's 13F filing for Q2 2026, filed 27 Jul 2026.