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Concord Wealth Partners’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Concord Wealth Partners’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
2025
Q1 		– Sell
-41
Closed -$2.35K – 976
2024
Q4 		$2.35K Hold
41
– – ﹤0.01% 695
2024
Q3 		$2.58K Hold
41
– – ﹤0.01% 717
2024
Q2 		$2.4K Hold
41
– – ﹤0.01% 655
2024
Q1 		$2.4K Sell
41
-5
-11% -$283 ﹤0.01% 733
2023
Q4 		$2.58K Buy
+46
New +$2.44K ﹤0.01% 691

Other funds holding VEU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIAS
CBIZ Investment Advisory Services Independence, Ohio $2.74B AUM 14.19% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Concord Wealth Partners's VEU Position: Q1 2025 in Review

Concord Wealth Partners sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q1 2025, closing a stake of 41 shares — an estimated $2.35K sold.

Concord Wealth Partners first reported a position in VEU in Q4 2023 and held it in 5 quarters. The position peaked at $2.58K in Q3 2024. 1,289 funds tracked by Wall St. Rank hold VEU as of Q1 2025.

  • Concord Wealth Partners reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 41 Vanguard FTSE All-World ex-US ETF shares in Q1 2025, an estimated $2.35K.
  • Concord Wealth Partners first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2023 and held it in 5 quarters.
  • Concord Wealth Partners's Vanguard FTSE All-World ex-US ETF position peaked at $2.58K in Q3 2024.
  • 1,289 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.