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EP Wealth Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

EP Wealth Advisors’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 		$2.16M Buy
28,732
+3,581
+14% +$277K 0.01% 464
2025
Q4 		$1.85M Buy
+25,151
New +$1.83M 0.01% 465
2025
Q2 		$1.54M Buy
22,887
+2,394
+12% +$152K 0.01% 467
2025
Q1 		$1.24M Sell
20,493
-2,066
-9% -$124K 0.01% 454
2024
Q4 		$1.3M Sell
22,559
-3,383
-13% -$204K 0.01% 438
2024
Q3 		$1.63M Buy
25,942
+5,085
+24% +$306K 0.01% 396
2024
Q2 		$1.22M Sell
20,857
-2,322
-10% -$136K 0.01% 354
2024
Q1 		$1.36M Sell
23,179
-380
-2% -$21.5K 0.02% 325
2023
Q4 		$1.32M Buy
23,559
+4,642
+25% +$246K 0.02% 322
2023
Q3 		$981K Buy
18,917
+16,446
+666% +$890K 0.02% 331
2023
Q2 		$826K Sell
2,471
-755,096
-100% -$40.9M 0.01% 365
2023
Q1 		$34.2M Buy
757,567
+738,086
+3,789% +$39.1M 0.59% 40
2022
Q4 		$977K Sell
19,481
-12,070
-38% -$586K 0.02% 286
2022
Q3 		$1.4M Sell
31,551
-3,992
-11% -$198K 0.03% 210
2022
Q2 		$1.78M Sell
35,543
-26,890
-43% -$1.44M 0.04% 207
2022
Q1 		$3.6M Buy
62,433
+20,946
+50% +$1.23M 0.08% 144
2021
Q4 		$2.54M Sell
41,487
-2,043
-5% -$126K 0.06% 165
2021
Q3 		$2.65M Sell
43,530
-3,705
-8% -$233K 0.07% 143
2021
Q2 		$2.99M Buy
47,235
+4,340
+10% +$275K 0.08% 146
2021
Q1 		$2.6M Buy
42,895
+12,433
+41% +$756K 0.08% 148
2020
Q4 		$1.78M Sell
30,462
-4,005
-12% -$218K 0.06% 136
2020
Q3 		$1.74M Sell
34,467
-39,495
-53% -$2M 0.07% 119
2020
Q2 		$3.52M Sell
73,962
-79,649
-52% -$3.57M 0.15% 87
2020
Q1 		$6.3M Sell
153,611
-129,119
-46% -$6.35M 0.31% 58
2019
Q4 		$15.2M Sell
282,730
-102,690
-27% -$5.33M 0.63% 34
2019
Q3 		$19.2M Buy
385,420
+379,570
+6,488% +$18.9M 0.95% 24
2019
Q2 		$298K Buy
+5,850
New +$295K 0.02% 239
2018
Q2 		– Sell
-144,117
Closed -$7.84M – 216
2018
Q1 		$7.84M Buy
+144,117
New +$8.03M 0.76% 38

Other funds holding VEU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

EP Wealth Advisors's VEU Position: Q1 2026 in Review

EP Wealth Advisors increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 14% in Q1 2026, buying an estimated $277K and bringing the position to 28,732 shares worth $2.16M. The position accounts for 0.01% of the portfolio, ranked #464.

EP Wealth Advisors first reported a position in VEU in Q1 2018 and has held it in 28 quarters since. The position peaked at $34.2M in Q1 2023. 1,563 funds tracked by Wall St. Rank hold VEU as of Q1 2026.

  • EP Wealth Advisors held 28,732 shares of Vanguard FTSE All-World ex-US ETF worth $2.16M as of Q1 2026.
  • EP Wealth Advisors bought 3,581 Vanguard FTSE All-World ex-US ETF shares in Q1 2026, an estimated $277K.
  • Vanguard FTSE All-World ex-US ETF made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #464 holding.
  • EP Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2018 and has held it in 28 quarters since.
  • EP Wealth Advisors's Vanguard FTSE All-World ex-US ETF position peaked at $34.2M in Q1 2023.
  • 1,563 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.