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 Q2	$327K	Buy	3,908 +438	+13%	+$35.8K	0.02%	626
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 $1.55T 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 22.9% 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

Essex Financial Services's VEU Position: Q2 2026 in Review

Essex Financial Services increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 13% in Q2 2026, buying an estimated $35.8K and bringing the position to 3,908 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #626.

Essex Financial Services first reported a position in VEU in Q1 2018 and has held it in 8 quarters since. 1,635 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

Essex Financial Services held 3,908 shares of Vanguard FTSE All-World ex-US ETF worth $327K as of Q2 2026.
Essex Financial Services bought 438 Vanguard FTSE All-World ex-US ETF shares in Q2 2026, an estimated $35.8K.
Vanguard FTSE All-World ex-US ETF made up 0.02% of Essex Financial Services's portfolio in Q2 2026, its #626 holding.
Essex Financial Services first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2018 and has held it in 8 quarters since.
1,635 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.