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 Q2	$3.09M	Buy	36,865 +8,133	+28%	+$665K	0.01%	487
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

EP Wealth Advisors's VEU Position: Q2 2026 in Review

EP Wealth Advisors increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 28% in Q2 2026, buying an estimated $665K and bringing the position to 36,865 shares worth $3.09M. The position accounts for 0.01% of the portfolio, ranked #487.

EP Wealth Advisors first reported a position in VEU in Q1 2018 and has held it in 29 quarters since. The position peaked at $34.2M in Q1 2023. 1,632 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

EP Wealth Advisors held 36,865 shares of Vanguard FTSE All-World ex-US ETF worth $3.09M as of Q2 2026.
EP Wealth Advisors bought 8,133 Vanguard FTSE All-World ex-US ETF shares in Q2 2026, an estimated $665K.
Vanguard FTSE All-World ex-US ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #487 holding.
EP Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2018 and has held it in 29 quarters since.
EP Wealth Advisors's Vanguard FTSE All-World ex-US ETF position peaked at $34.2M in Q1 2023.
1,632 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.