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Concurrent Investment Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Concurrent Investment Advisors’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 		$6.22M Sell
74,298
-1,424
-2% -$116K 0.05% 380
2026
Q1 		$5.69M Buy
75,722
+14,214
+23% +$1.1M 0.06% 332
2025
Q4 		$4.52M Buy
61,508
+31,238
+103% +$2.27M 0.05% 355
2025
Q3 		$2.16M Buy
30,270
+2,455
+9% +$169K 0.04% 442
2025
Q2 		$1.87M Buy
27,815
+9,674
+53% +$613K 0.04% 451
2025
Q1 		$1.1M Sell
18,141
-943
-5% -$56.8K 0.03% 523
2024
Q4 		$1.1M Sell
19,084
-3,868
-17% -$233K 0.03% 468
2024
Q3 		$1.45M Sell
22,952
-332
-1% -$20K 0.04% 383
2024
Q2 		$1.37M Buy
23,284
+6,379
+38% +$374K 0.04% 364
2024
Q1 		$991K Buy
16,905
+151
+0.9% +$8.53K 0.04% 373
2023
Q4 		$941K Buy
+16,754
New +$888K 0.04% 346

Other funds holding VEU

DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
FCC
Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Concurrent Investment Advisors's VEU Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 1.9% in Q2 2026, selling an estimated $116K and leaving 74,298 shares worth $6.22M. The position accounts for 0.05% of the portfolio, ranked #380.

Concurrent Investment Advisors first reported a position in VEU in Q4 2023 and has held it in 11 quarters since. 613 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

  • Concurrent Investment Advisors held 74,298 shares of Vanguard FTSE All-World ex-US ETF worth $6.22M as of Q2 2026.
  • Concurrent Investment Advisors sold 1,424 Vanguard FTSE All-World ex-US ETF shares in Q2 2026, an estimated $116K.
  • Vanguard FTSE All-World ex-US ETF made up 0.05% of Concurrent Investment Advisors's portfolio in Q2 2026, its #380 holding.
  • Concurrent Investment Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2023 and has held it in 11 quarters since.
  • 613 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.