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Confluence Wealth Services’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Confluence Wealth Services’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 		$281K Buy
3,351
+450
+16% +$36.8K 0.01% 414
2026
Q1 		$218K Sell
2,901
-240
-8% -$18.6K 0.01% 353
2025
Q4 		$231K Hold
3,141
– – 0.01% 348
2025
Q3 		$224K Buy
+3,141
New +$217K 0.01% 348
2024
Q3 		– Sell
-3,782
Closed -$222K – 371
2024
Q2 		$222K Buy
3,782
+109
+3% +$6.4K 0.02% 344
2024
Q1 		$215K Buy
+3,673
New +$208K 0.02% 315
2022
Q1 		– Sell
-1,190
Closed -$72K – 1122
2021
Q4 		$72K Buy
+1,190
New +$73.6K 0.02% 384

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

Confluence Wealth Services's VEU Position: Q2 2026 in Review

Confluence Wealth Services increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 16% in Q2 2026, buying an estimated $36.8K and bringing the position to 3,351 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #414.

Confluence Wealth Services first reported a position in VEU in Q4 2021 and has held it in 7 quarters since. 556 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

  • Confluence Wealth Services held 3,351 shares of Vanguard FTSE All-World ex-US ETF worth $281K as of Q2 2026.
  • Confluence Wealth Services bought 450 Vanguard FTSE All-World ex-US ETF shares in Q2 2026, an estimated $36.8K.
  • Vanguard FTSE All-World ex-US ETF made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #414 holding.
  • Confluence Wealth Services first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2021 and has held it in 7 quarters since.
  • 556 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.