Evermay Wealth Management
VEU icon

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

Evermay 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
Q3 		$139K Sell
1,679
-112
-6% -$9.41K 0.01% 241
2026
Q2 		$150K Sell
1,791
-640
-26% -$52.3K 0.02% 232
2026
Q1 		$183K Buy
2,431
+436
+22% +$33.8K 0.02% 200
2025
Q4 		$147K Hold
1,995
– – 0.02% 227
2025
Q3 		$142K Hold
1,995
– – 0.02% 234
2025
Q2 		$134K Hold
1,995
– – 0.02% 236
2025
Q1 		$121K Buy
1,995
+100
+5% +$6.02K 0.02% 238
2024
Q4 		$109K Sell
1,895
-526
-22% -$31.7K 0.02% 251
2024
Q3 		$153K Sell
2,421
-321
-12% -$19.3K 0.02% 225
2024
Q2 		$161K Buy
2,742
+321
+13% +$18.8K 0.03% 211
2024
Q1 		$142K Hold
2,421
– – 0.02% 231
2023
Q4 		$136K Hold
2,421
– – 0.03% 215
2023
Q3 		$126K Hold
2,421
– – 0.03% 210
2023
Q2 		$132K Hold
2,421
– – 0.03% 215
2023
Q1 		$129K Buy
2,421
+1,097
+83% +$58.1K 0.03% 210
2022
Q4 		$66.4K Hold
1,324
– – 0.01% 267
2022
Q3 		$59K Sell
1,324
-2,150
-62% -$106K 0.01% 266
2022
Q2 		$174K Hold
3,474
– – 0.03% 172
2022
Q1 		$200K Buy
3,474
+2,600
+297% +$153K 0.03% 190
2021
Q4 		$54K Hold
874
– – 0.01% 268
2021
Q3 		$53K Hold
874
– – 0.01% 258
2021
Q2 		$55K Buy
+874
New +$55.3K 0.01% 274

Other funds holding VEU

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Diversified Trust
Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Kestra Investment Management
Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return
Lincoln National Corp
Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return
MKP Capital Management
MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return

Evermay Wealth Management's VEU Position: Q3 2026 in Review

Evermay Wealth Management reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 6.3% in Q3 2026, selling an estimated $9.41K and leaving 1,679 shares worth $139K. The position accounts for 0.01% of the portfolio, ranked #241.

Evermay Wealth Management first reported a position in VEU in Q2 2021 and has held it in 22 quarters since. The position peaked at $200K in Q1 2022. 1,058 funds tracked by Wall St. Rank hold VEU as of Q3 2026.

  • Evermay Wealth Management held 1,679 shares of Vanguard FTSE All-World ex-US ETF worth $139K as of Q3 2026.
  • Evermay Wealth Management sold 112 Vanguard FTSE All-World ex-US ETF shares in Q3 2026, an estimated $9.41K.
  • Vanguard FTSE All-World ex-US ETF made up 0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #241 holding.
  • Evermay Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2021 and has held it in 22 quarters since.
  • Evermay Wealth Management's Vanguard FTSE All-World ex-US ETF position peaked at $200K in Q1 2022.
  • 1,058 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.