EPIQ Capital Group’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

EPIQ Capital Group’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	$284K	Buy	4,944 +79	+2%	+$4.76K	0.07%	61
2024 Q3	$306K	Buy	4,865 +20	+0.4%	+$1.2K	0.09%	55
2024 Q2	$284K	Buy	4,845 +37	+0.8%	+$2.17K	0.1%	49
2024 Q1	$282K	Buy	4,808 +18	+0.4%	+$1.02K	0.11%	49
2023 Q4	$269K	Buy	4,790 +72	+2%	+$3.81K	0.12%	41
2023 Q3	$245K	Buy	+4,718	New	+$255K	0.13%	44

Other funds holding VEU

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

FMWA

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

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

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

CIAS

CBIZ Investment Advisory Services Independence, Ohio $2.74B AUM 16.93% 1-Year Est. Return

EPIQ Capital Group's VEU Position: Q4 2024 in Review

EPIQ Capital Group increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 1.6% in Q4 2024, buying an estimated $4.76K and bringing the position to 4,944 shares worth $284K. The position accounts for 0.07% of the portfolio, ranked #61.

EPIQ Capital Group first reported a position in VEU in Q3 2023 and has held it in 6 quarters since. The position peaked at $306K in Q3 2024. 1,293 funds tracked by Wall St. Rank hold VEU as of Q4 2024.

EPIQ Capital Group held 4,944 shares of Vanguard FTSE All-World ex-US ETF worth $284K as of Q4 2024.
EPIQ Capital Group bought 79 Vanguard FTSE All-World ex-US ETF shares in Q4 2024, an estimated $4.76K.
Vanguard FTSE All-World ex-US ETF made up 0.07% of EPIQ Capital Group's portfolio in Q4 2024, its #61 holding.
EPIQ Capital Group first reported a position in Vanguard FTSE All-World ex-US ETF in Q3 2023 and has held it in 6 quarters since.
EPIQ Capital Group's Vanguard FTSE All-World ex-US ETF position peaked at $306K in Q3 2024.
1,293 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2024.

Based on EPIQ Capital Group's 13F filing for Q4 2024, filed 7 Feb 2025.