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 Q3	$16.4M	Buy	197,245 +5,335	+3%	+$448K	8.56%	6
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

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Flower City Capital Pittsford, New York $234M AUM 15.69% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

CWAG

Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $490M AUM 14.37% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Standpoint Asset Management Scottsdale, Arizona $514M AUM 14.59% 1-Year Est. Return

Compass Planning Associates's VEU Position: Q3 2026 in Review

Compass Planning Associates increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 2.8% in Q3 2026, buying an estimated $448K and bringing the position to 197,245 shares worth $16.4M. The position accounts for 8.56% of the portfolio, ranked #6.

Compass Planning Associates first reported a position in VEU in Q4 2024 and has held it in 8 quarters since. 417 funds tracked by Wall St. Rank hold VEU as of Q3 2026.

Compass Planning Associates held 197,245 shares of Vanguard FTSE All-World ex-US ETF worth $16.4M as of Q3 2026.
Compass Planning Associates bought 5,335 Vanguard FTSE All-World ex-US ETF shares in Q3 2026, an estimated $448K.
Vanguard FTSE All-World ex-US ETF made up 8.56% of Compass Planning Associates's portfolio in Q3 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 8 quarters since.
417 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2026.

Based on Compass Planning Associates's 13F filing for Q3 2026, filed 13 Oct 2026.