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 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%	+$6.03K	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

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 22.96% 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

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

Evermay Wealth Management reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 26% in Q2 2026, selling an estimated $52.3K and leaving 1,791 shares worth $150K. The position accounts for 0.02% of the portfolio, ranked #232.

Evermay Wealth Management first reported a position in VEU in Q2 2021 and has held it in 21 quarters since. The position peaked at $200K in Q1 2022. 1,632 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

Evermay Wealth Management held 1,791 shares of Vanguard FTSE All-World ex-US ETF worth $150K as of Q2 2026.
Evermay Wealth Management sold 640 Vanguard FTSE All-World ex-US ETF shares in Q2 2026, an estimated $52.3K.
Vanguard FTSE All-World ex-US ETF made up 0.02% of Evermay Wealth Management's portfolio in Q2 2026, its #232 holding.
Evermay Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2021 and has held it in 21 quarters since.
Evermay Wealth Management's Vanguard FTSE All-World ex-US ETF position peaked at $200K in Q1 2022.
1,632 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.