Essex Financial Services’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Essex Financial Services’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	$261K	Buy	3,470 +2	+0.1%	+$155	0.01%	659
2025 Q4	$255K	Buy	3,468 +239	+7%	+$17.4K	0.01%	664
2025 Q3	$230K	Buy	3,229 +9	+0.3%	+$621	0.01%	660
2025 Q2	$216K	Sell	3,220 -78	-2%	-$4.94K	0.01%	640
2025 Q1	$200K	Buy	+3,298	New	+$199K	0.01%	609
2018 Q4	–	Sell	-3,858	Closed	-$201K	–	292
2018 Q3	$201K	Buy	+3,858	New	+$201K	0.04%	273
2018 Q2	–	Sell	-4,458	Closed	-$242K	–	346
2018 Q1	$242K	Buy	+4,458	New	+$248K	0.05%	301

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

Essex Financial Services's VEU Position: Q1 2026 in Review

Essex Financial Services increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 0.06% in Q1 2026, buying an estimated $155 and bringing the position to 3,470 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #659.

Essex Financial Services first reported a position in VEU in Q1 2018 and has held it in 7 quarters since. 1,560 funds tracked by Wall St. Rank hold VEU as of Q1 2026.

Essex Financial Services held 3,470 shares of Vanguard FTSE All-World ex-US ETF worth $261K as of Q1 2026.
Essex Financial Services bought 2 Vanguard FTSE All-World ex-US ETF shares in Q1 2026, an estimated $155.
Vanguard FTSE All-World ex-US ETF made up 0.01% of Essex Financial Services's portfolio in Q1 2026, its #659 holding.
Essex Financial Services first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2018 and has held it in 7 quarters since.
1,560 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.