CX Institutional
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CX Institutional’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

CX Institutional’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
Q3 		$361K Buy
4,348
+810
+23% +$68.1K 0.01% 560
2026
Q2 		$296K Buy
3,538
+4
+0.1% +$327 0.01% 635
2026
Q1 		$265K Sell
3,534
-476
-12% -$36.9K 0.01% 648
2025
Q4 		$295K Buy
4,010
+3
+0.1% +$218 0.01% 590
2025
Q3 		$286K Buy
4,007
+246
+7% +$17K 0.01% 583
2025
Q2 		$253K Sell
3,761
-15,095
-80% -$956K 0.01% 553
2025
Q1 		$1.14M Sell
18,856
-10,334
-35% -$623K 0.04% 253
2024
Q4 		$1.68M Buy
29,190
+3,186
+12% +$192K 0.07% 189
2024
Q3 		$1.64M Sell
26,004
-296
-1% -$17.8K 0.07% 213
2024
Q2 		$1.54M Sell
26,300
-227
-0.9% -$13.3K 0.07% 218
2024
Q1 		$1.56M Buy
26,527
+1,049
+4% +$59.3K 0.08% 217
2023
Q4 		$1.43M Buy
25,478
+19,793
+348% +$1.05M 0.08% 219
2023
Q3 		$295K Hold
5,685
– – 0.02% 406
2023
Q2 		$309K Hold
5,685
– – 0.02% 418
2023
Q1 		$306K Sell
5,685
-49
-0.9% -$2.6K 0.02% 411
2022
Q4 		$288K Buy
5,734
+49
+0.9% +$2.38K 0.02% 436
2022
Q3 		$252K Buy
5,685
+5,635
+11,270% +$279K 0.02% 410
2022
Q2 		$2K Buy
+50
New +$2.68K ﹤0.01% 1111
2020
Q3 		– Sell
-128
Closed -$6K – 916
2020
Q2 		$6K Buy
+128
New +$5.73K ﹤0.01% 653

Other funds holding VEU

Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
Flower City Capital
Flower City Capital Pittsford, New York $234M AUM 15.69% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

CX Institutional's VEU Position: Q3 2026 in Review

CX Institutional increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 23% in Q3 2026, buying an estimated $68.1K and bringing the position to 4,348 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #560.

CX Institutional first reported a position in VEU in Q2 2020 and has held it in 19 quarters since. The position peaked at $1.68M in Q4 2024. 546 funds tracked by Wall St. Rank hold VEU as of Q3 2026.

  • CX Institutional held 4,348 shares of Vanguard FTSE All-World ex-US ETF worth $361K as of Q3 2026.
  • CX Institutional bought 810 Vanguard FTSE All-World ex-US ETF shares in Q3 2026, an estimated $68.1K.
  • Vanguard FTSE All-World ex-US ETF made up 0.01% of CX Institutional's portfolio in Q3 2026, its #560 holding.
  • CX Institutional first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2020 and has held it in 19 quarters since.
  • CX Institutional's Vanguard FTSE All-World ex-US ETF position peaked at $1.68M in Q4 2024.
  • 546 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.