Discipline Wealth Solutions’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Discipline Wealth Solutions’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 Q1	$10.5M	Buy	139,436 +123,436	+771%	+$9.56M	1.1%	24
2025 Q4	$1.18M	Buy	16,000 +10,174	+175%	+$740K	0.22%	62
2025 Q3	$416K	Buy	5,826 +2,798	+92%	+$193K	0.11%	107
2025 Q2	$204K	Buy	+3,028	New	+$192K	0.08%	91
2024 Q2	–	Sell	-4,143	Closed	-$242K	–	29
2024 Q1	$242K	Sell	4,143 -3,292	-44%	-$186K	0.22%	18
2023 Q4	$412K	Buy	+7,435	New	+$394K	0.41%	20

Other funds holding VEU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Discipline Wealth Solutions's VEU Position: Q1 2026 in Review

Discipline Wealth Solutions increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 771% in Q1 2026, buying an estimated $9.56M and bringing the position to 139,436 shares worth $10.5M. The position accounts for 1.1% of the portfolio, ranked #24.

Discipline Wealth Solutions first reported a position in VEU in Q4 2023 and has held it in 6 quarters since. 1,559 funds tracked by Wall St. Rank hold VEU as of Q1 2026.

Discipline Wealth Solutions held 139,436 shares of Vanguard FTSE All-World ex-US ETF worth $10.5M as of Q1 2026.
Discipline Wealth Solutions bought 123,436 Vanguard FTSE All-World ex-US ETF shares in Q1 2026, an estimated $9.56M.
Vanguard FTSE All-World ex-US ETF made up 1.1% of Discipline Wealth Solutions's portfolio in Q1 2026, its #24 holding.
Discipline Wealth Solutions first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2023 and has held it in 6 quarters since.
1,559 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2026.

Based on Discipline Wealth Solutions's 13F filing for Q1 2026, filed 17 Apr 2026.