Congress Wealth Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Congress Wealth Management’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 Q2	$19.7M	Buy	293,515 +225,592	+332%	+$14.3M	0.19%	129
2025 Q1	$4.12M	Sell	67,923 -141	-0.2%	-$8.49K	0.05%	356
2024 Q4	$3.91M	Buy	68,064 +5,249	+8%	+$316K	0.05%	318
2024 Q3	$3.96M	Buy	+62,815	New	+$3.78M	0.05%	329
2024 Q1	–	Sell	-5,350	Closed	-$300K	–	642
2023 Q4	$300K	Buy	+5,350	New	+$283K	0.01%	531
2023 Q2	–	Sell	-13,679	Closed	-$731K	–	577
2023 Q1	$731K	Sell	13,679 -11,361	-45%	-$602K	0.02%	380
2022 Q4	$1.26M	Sell	25,040 -53,696	-68%	-$2.61M	0.03%	315
2022 Q3	$3.49M	Sell	78,736 -1,649	-2%	-$81.6K	0.09%	213
2022 Q2	$4.02M	Sell	80,385 -65,475	-45%	-$3.51M	0.1%	208
2022 Q1	$8.4M	Sell	145,860 -2,570	-2%	-$151K	0.18%	163
2021 Q4	$9.1M	Buy	+148,430	New	+$9.18M	0.18%	163

Other funds holding VEU

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

FMWA

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

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

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

CIAS

CBIZ Investment Advisory Services Independence, Ohio $2.74B AUM 16.93% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Congress Wealth Management's VEU Position: Q2 2025 in Review

Congress Wealth Management increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 332% in Q2 2025, buying an estimated $14.3M and bringing the position to 293,515 shares worth $19.7M. The position accounts for 0.19% of the portfolio, ranked #129.

Congress Wealth Management first reported a position in VEU in Q4 2021 and has held it in 11 quarters since. 1,358 funds tracked by Wall St. Rank hold VEU as of Q2 2025.

Congress Wealth Management held 293,515 shares of Vanguard FTSE All-World ex-US ETF worth $19.7M as of Q2 2025.
Congress Wealth Management bought 225,592 Vanguard FTSE All-World ex-US ETF shares in Q2 2025, an estimated $14.3M.
Vanguard FTSE All-World ex-US ETF made up 0.19% of Congress Wealth Management's portfolio in Q2 2025, its #129 holding.
Congress Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2021 and has held it in 11 quarters since.
1,358 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.