EWM
VEU icon

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

Evergreen 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
Q2 		$3.17M Buy
37,853
+971
+3% +$79.4K 1.49% 24
2026
Q1 		$2.77M Sell
36,882
-1,210
-3% -$93.7K 1.43% 24
2025
Q4 		$2.8M Sell
38,092
-1,669
-4% -$121K 1.41% 24
2025
Q3 		$2.84M Sell
39,761
-3,807
-9% -$263K 1.49% 24
2025
Q2 		$2.91M Sell
43,568
-794
-2% -$50.3K 1.63% 22
2025
Q1 		$2.69M Buy
44,362
+15,779
+55% +$951K 1.61% 22
2024
Q4 		$1.64M Buy
28,583
+3,291
+13% +$198K 0.97% 32
2024
Q3 		$1.59M Buy
25,292
+4,765
+23% +$287K 0.96% 34
2024
Q2 		$1.2M Hold
20,527
– – 0.8% 42
2024
Q1 		$1.2M Hold
20,527
– – 0.81% 42
2023
Q4 		$1.15M Buy
20,527
+893
+5% +$47.3K 0.85% 42
2023
Q3 		$1.02M Buy
19,634
+477
+2% +$25.8K 0.8% 43
2023
Q2 		$1.04M Buy
19,157
+3,986
+26% +$216K 0.82% 39
2023
Q1 		$811K Buy
15,171
+970
+7% +$51.4K 0.72% 42
2022
Q4 		$712K Buy
+14,201
New +$689K 0.66% 44

Other funds holding VEU

DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Evergreen Wealth Management's VEU Position: Q2 2026 in Review

Evergreen Wealth Management increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 2.6% in Q2 2026, buying an estimated $79.4K and bringing the position to 37,853 shares worth $3.17M. The position accounts for 1.49% of the portfolio, ranked #24.

Evergreen Wealth Management first reported a position in VEU in Q4 2022 and has held it in 15 quarters since. 802 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

  • Evergreen Wealth Management held 37,853 shares of Vanguard FTSE All-World ex-US ETF worth $3.17M as of Q2 2026.
  • Evergreen Wealth Management bought 971 Vanguard FTSE All-World ex-US ETF shares in Q2 2026, an estimated $79.4K.
  • Vanguard FTSE All-World ex-US ETF made up 1.49% of Evergreen Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Evergreen Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2022 and has held it in 15 quarters since.
  • 802 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

Based on Evergreen Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.