EWM
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Evercore Wealth Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Evercore Wealth Management’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 		$45.1M Buy
601,164
+217,918
+57% +$16.9M 0.71% 40
2025
Q4 		$28.2M Buy
383,246
+83,825
+28% +$6.1M 0.41% 50
2025
Q3 		$21.4M Buy
299,421
+195,404
+188% +$13.5M 0.31% 50
2025
Q2 		$6.99M Buy
104,017
+19,597
+23% +$1.24M 0.11% 87
2025
Q1 		$5.12M Sell
84,420
-1,253
-1% -$75.5K 0.08% 95
2024
Q4 		$4.92M Sell
85,673
-1,144
-1% -$68.9K 0.07% 100
2024
Q3 		$5.47M Sell
86,817
-5,229
-6% -$315K 0.08% 91
2024
Q2 		$5.4M Sell
92,046
-10,215
-10% -$599K 0.09% 93
2024
Q1 		$6M Sell
102,261
-828
-0.8% -$46.8K 0.09% 90
2023
Q4 		$5.79M Sell
103,089
-3,297
-3% -$175K 0.1% 92
2023
Q3 		$5.52M Hold
106,386
– – 0.1% 85
2023
Q2 		$5.79M Buy
106,386
+4,984
+5% +$270K 0.11% 85
2023
Q1 		$5.42M Sell
101,402
-644
-0.6% -$34.1K 0.11% 87
2022
Q4 		$5.12M Buy
102,046
+45,025
+79% +$2.18M 0.11% 88
2022
Q3 		$2.53M Sell
57,021
-7,457
-12% -$369K 0.06% 129
2022
Q2 		$3.22M Sell
64,478
-3,076
-5% -$165K 0.07% 119
2022
Q1 		$3.89M Sell
67,554
-5,994
-8% -$353K 0.07% 116
2021
Q4 		$4.51M Sell
73,548
-6,550
-8% -$405K 0.07% 114
2021
Q3 		$4.88M Sell
80,098
-4,527
-5% -$285K 0.09% 106
2021
Q2 		$5.37M Hold
84,625
– – 0.1% 105
2021
Q1 		$5.13M Sell
84,625
-9,401
-10% -$572K 0.1% 106
2020
Q4 		$5.49M Buy
94,026
+9,534
+11% +$520K 0.12% 97
2020
Q3 		$4.26M Sell
84,492
-6,762
-7% -$343K 0.1% 99
2020
Q2 		$4.34M Buy
91,254
+17,414
+24% +$780K 0.12% 92
2020
Q1 		$3.03M Sell
73,840
-36,093
-33% -$1.78M 0.1% 99
2019
Q4 		$5.91M Buy
109,933
+3,118
+3% +$162K 0.16% 82
2019
Q3 		$5.33M Sell
106,815
-1,775
-2% -$88.5K 0.16% 85
2019
Q2 		$5.54M Sell
108,590
-620
-0.6% -$31.3K 0.17% 81
2019
Q1 		$5.48M Buy
109,210
+1,825
+2% +$89.4K 0.18% 84
2018
Q4 		$4.89M Buy
107,385
+24,787
+30% +$1.19M 0.18% 84
2018
Q3 		$4.3M Sell
82,598
-750
-0.9% -$39.1K 0.14% 94
2018
Q2 		$4.32M Buy
83,348
+33,518
+67% +$1.82M 0.15% 94
2018
Q1 		$2.71M Sell
49,830
-500
-1% -$27.9K 0.1% 112
2017
Q4 		$2.75M Sell
50,330
-2,114
-4% -$114K 0.1% 113
2017
Q3 		$2.77M Buy
52,444
+1,615
+3% +$83.5K 0.11% 110
2017
Q2 		$2.54M Buy
50,829
+4,481
+10% +$222K 0.1% 120
2017
Q1 		$2.22M Sell
46,348
-40,945
-47% -$1.91M 0.09% 126
2016
Q4 		$3.86M Buy
87,293
+59,099
+210% +$2.62M 0.16% 99
2016
Q3 		$1.28M Buy
28,194
+1,099
+4% +$49.1K 0.05% 162
2016
Q2 		$1.16M Sell
27,095
-2,980
-10% -$129K 0.05% 163
2016
Q1 		$1.3M Sell
30,075
-19,783
-40% -$810K 0.06% 155
2015
Q4 		$2.17M Buy
49,858
+9,287
+23% +$415K 0.1% 126
2015
Q3 		$1.73M Buy
40,571
+225
+0.6% +$10.4K 0.08% 135
2015
Q2 		$1.96M Hold
40,346
– – 0.09% 138
2015
Q1 		$1.97M Buy
+40,346
New +$1.94M 0.09% 140
2014
Q4 		– Sell
-42,721
Closed -$2.1M – 983
2014
Q3 		$2.1M Sell
42,721
-780
-2% -$40.3K 0.11% 135
2014
Q2 		$2.28M Sell
43,501
-914
-2% -$47.1K 0.12% 132
2014
Q1 		$2.23M Buy
44,415
+150
+0.3% +$7.42K 0.13% 129
2013
Q4 		$2.25M Buy
44,265
+1,000
+2% +$49.7K 0.12% 133
2013
Q3 		$2.1M Hold
43,265
– – 0.12% 160
2013
Q2 		$1.92M Buy
+43,265
New +$2.02M 0.11% 163

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

Evercore Wealth Management's VEU Position: Q1 2026 in Review

Evercore Wealth Management increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 57% in Q1 2026, buying an estimated $16.9M and bringing the position to 601,164 shares worth $45.1M. The position accounts for 0.71% of the portfolio, ranked #40.

Evercore Wealth Management first reported a position in VEU in Q2 2013 and has held it in 51 quarters since. 1,563 funds tracked by Wall St. Rank hold VEU as of Q1 2026.

  • Evercore Wealth Management held 601,164 shares of Vanguard FTSE All-World ex-US ETF worth $45.1M as of Q1 2026.
  • Evercore Wealth Management bought 217,918 Vanguard FTSE All-World ex-US ETF shares in Q1 2026, an estimated $16.9M.
  • Vanguard FTSE All-World ex-US ETF made up 0.71% of Evercore Wealth Management's portfolio in Q1 2026, its #40 holding.
  • Evercore Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2013 and has held it in 51 quarters since.
  • 1,563 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.