EverSource Wealth Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

EverSource Wealth Advisors’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	$417K	Sell	4,982 -25	-0.5%	-$2.04K	0.01%	633
2026 Q1	$376K	Sell	5,007 -2,268	-31%	-$176K	0.01%	739
2025 Q4	$535K	Buy	7,275 +4,811	+195%	+$350K	0.02%	521
2025 Q3	$176K	Sell	2,464 -20	-0.8%	-$1.38K	0.01%	977
2025 Q2	$167K	Sell	2,484 -2,830	-53%	-$179K	0.01%	942
2025 Q1	$322K	Buy	5,314 +1,132	+27%	+$68.2K	0.02%	498
2024 Q4	$240K	Buy	4,182 +137	+3%	+$8.26K	0.01%	587
2024 Q3	$255K	Buy	4,045 +62	+2%	+$3.73K	0.02%	488
2024 Q2	$239K	Buy	3,983 +681	+21%	+$40K	0.02%	496
2024 Q1	$189K	Buy	3,302 +1,034	+46%	+$58.4K	0.01%	508
2023 Q4	$127K	Sell	2,268 -2,700	-54%	-$143K	0.01%	565
2023 Q3	$258K	Sell	4,968 -50	-1%	-$2.71K	0.03%	349
2023 Q2	$273K	Buy	5,018 +50	+1%	+$2.71K	0.03%	333
2023 Q1	$266K	Hold	4,968	–	–	0.03%	323
2022 Q4	$249K	Buy	4,968 +4,130	+493%	+$200K	0.04%	320
2022 Q3	$37K	Hold	838	–	–	0.01%	722
2022 Q2	$42K	Hold	838	–	–	0.01%	666
2022 Q1	$48K	Hold	838	–	–	0.01%	473
2021 Q4	$51K	Buy	+838	New	+$51.9K	0.01%	426

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

EverSource Wealth Advisors's VEU Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 0.5% in Q2 2026, selling an estimated $2.04K and leaving 4,982 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #633.

EverSource Wealth Advisors first reported a position in VEU in Q4 2021 and has held it in 19 quarters since. The position peaked at $535K in Q4 2025. 1,621 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

EverSource Wealth Advisors held 4,982 shares of Vanguard FTSE All-World ex-US ETF worth $417K as of Q2 2026.
EverSource Wealth Advisors sold 25 Vanguard FTSE All-World ex-US ETF shares in Q2 2026, an estimated $2.04K.
Vanguard FTSE All-World ex-US ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #633 holding.
EverSource Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Vanguard FTSE All-World ex-US ETF position peaked at $535K in Q4 2025.
1,621 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.