ERIM
VEU icon

Eagle Ridge Investment Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Eagle Ridge Investment 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
2024
Q4 		$399K Buy
6,942
+9
+0.1% +$542 0.03% 105
2024
Q3 		$437K Buy
6,933
+22
+0.3% +$1.32K 0.04% 106
2024
Q2 		$405K Buy
6,911
+1,000
+17% +$58.7K 0.04% 108
2024
Q1 		$347K Buy
5,911
+29
+0.5% +$1.64K 0.03% 118
2023
Q4 		$330K Sell
5,882
-126
-2% -$6.68K 0.03% 118
2023
Q3 		$312K Sell
6,008
-776
-11% -$42K 0.03% 120
2023
Q2 		$369K Buy
6,784
+68
+1% +$3.69K 0.04% 117
2023
Q1 		$359K Sell
6,716
-156
-2% -$8.27K 0.04% 117
2022
Q4 		$345K Buy
6,872
+312
+5% +$15.1K 0.04% 116
2022
Q3 		$291K Buy
6,560
+1,179
+22% +$58.4K 0.04% 120
2022
Q2 		$269K Sell
5,381
-224
-4% -$12K 0.03% 125
2022
Q1 		$323K Buy
5,605
+30
+0.5% +$1.76K 0.03% 127
2021
Q4 		$342K Buy
5,575
+64
+1% +$3.96K 0.04% 123
2021
Q3 		$336K Buy
5,511
+1,095
+25% +$68.9K 0.04% 114
2021
Q2 		$280K Buy
4,416
+190
+4% +$12K 0.03% 118
2021
Q1 		$256K Sell
4,226
-13
-0.3% -$791 0.03% 125
2020
Q4 		$247K Buy
+4,239
New +$231K 0.03% 125
2020
Q1 		– Sell
-4,437
Closed -$238K – 152
2019
Q4 		$238K Buy
4,437
+58
+1% +$3.01K 0.03% 142
2019
Q3 		$219K Sell
4,379
-10
-0.2% -$499 0.03% 141
2019
Q2 		$224K Sell
4,389
-100
-2% -$5.05K 0.03% 144
2019
Q1 		$225K Sell
4,489
-22
-0.5% -$1.08K 0.03% 148
2018
Q4 		$206K Buy
4,511
+244
+6% +$11.7K 0.04% 149
2018
Q3 		$222K Sell
4,267
-62
-1% -$3.23K 0.03% 159
2018
Q2 		$224K Buy
4,329
+45
+1% +$2.44K 0.03% 156
2018
Q1 		$233K Sell
4,284
-199
-4% -$11.1K 0.04% 159
2017
Q4 		$245K Sell
4,483
-1,482
-25% -$79.7K 0.04% 158
2017
Q3 		$314K Buy
+5,965
New +$309K 0.05% 131

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

Eagle Ridge Investment Management's VEU Position: Q4 2024 in Review

Eagle Ridge Investment Management increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 0.13% in Q4 2024, buying an estimated $542 and bringing the position to 6,942 shares worth $399K. The position accounts for 0.03% of the portfolio, ranked #105.

Eagle Ridge Investment Management first reported a position in VEU in Q3 2017 and has held it in 27 quarters since. The position peaked at $437K in Q3 2024. 1,288 funds tracked by Wall St. Rank hold VEU as of Q4 2024.

  • Eagle Ridge Investment Management held 6,942 shares of Vanguard FTSE All-World ex-US ETF worth $399K as of Q4 2024.
  • Eagle Ridge Investment Management bought 9 Vanguard FTSE All-World ex-US ETF shares in Q4 2024, an estimated $542.
  • Vanguard FTSE All-World ex-US ETF made up 0.03% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #105 holding.
  • Eagle Ridge Investment Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q3 2017 and has held it in 27 quarters since.
  • Eagle Ridge Investment Management's Vanguard FTSE All-World ex-US ETF position peaked at $437K 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 Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.