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Convergence Financial’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Convergence Financial’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
2024
Q4 		– Sell
-5,227
Closed -$329K – 172
2024
Q3 		$329K Buy
+5,227
New +$315K 0.07% 113

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Convergence Financial's VEU Position: Q4 2024 in Review

Convergence Financial sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q4 2024, closing a stake of 5,227 shares — an estimated $329K sold.

Convergence Financial first reported a position in VEU in Q3 2024 and held it in 1 quarter. The position peaked at $329K in Q3 2024. 1,288 funds tracked by Wall St. Rank hold VEU as of Q4 2024.

  • Convergence Financial reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q4 2024 after selling out during the quarter.
  • Convergence Financial sold 5,227 Vanguard FTSE All-World ex-US ETF shares in Q4 2024, an estimated $329K.
  • Convergence Financial first reported a position in Vanguard FTSE All-World ex-US ETF in Q3 2024 and held it in 1 quarter.
  • Convergence Financial's Vanguard FTSE All-World ex-US ETF position peaked at $329K in Q3 2024.
  • 1,288 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2024.

Based on Convergence Financial's 13F filing for Q4 2024, filed 5 Feb 2025.