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

Executive 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
2024
Q4 		$464K Sell
8,089
-375
-4% -$22.6K 0.04% 170
2024
Q3 		$533K Buy
+8,464
New +$510K 0.04% 165
2024
Q2 		– Sell
-9,600
Closed -$561K – 239
2024
Q1 		$561K Sell
9,600
-265,291
-97% -$15M 0.05% 142
2023
Q4 		$15.4M Buy
274,891
+14,635
+6% +$775K 1.45% 16
2023
Q3 		$13.5M Buy
260,256
+11,509
+5% +$623K 1.4% 18
2023
Q2 		$13.5M Buy
248,747
+8,261
+3% +$448K 1.4% 17
2023
Q1 		$12.9M Buy
240,486
+500
+0.2% +$26.5K 1.43% 18
2022
Q4 		$12M Buy
239,986
+229,664
+2,225% +$11.1M 1.48% 18
2022
Q3 		$10.3K Sell
10,322
-203,826
-95% -$10.1M 1.44% 15
2022
Q2 		$10.7M Buy
214,148
+574
+0.3% +$30.7K 1.44% 19
2022
Q1 		$12.3M Buy
213,574
+14,827
+7% +$872K 1.33% 18
2021
Q4 		$12.2M Buy
198,747
+4,716
+2% +$292K 1.21% 19
2021
Q3 		$11.8M Buy
194,031
+9,520
+5% +$599K 1.31% 19
2021
Q2 		$11.7M Buy
184,511
+9,355
+5% +$592K 1.28% 19
2021
Q1 		$10.6M Buy
175,156
+9,932
+6% +$604K 1.25% 19
2020
Q4 		$9.64M Buy
165,224
+2,924
+2% +$159K 1.19% 18
2020
Q3 		$8.19M Sell
162,300
-3,051
-2% -$155K 1.13% 20
2020
Q2 		$7.87M Buy
165,351
+141,387
+590% +$6.33M 1.18% 19
2020
Q1 		$983K Sell
23,964
-141,076
-85% -$6.94M 0.17% 74
2019
Q4 		$8.87M Buy
+165,040
New +$8.57M 1.21% 20
2019
Q3 		– Sell
-850
Closed -$43K – 764
2019
Q2 		$43K Buy
+850
New +$42.9K 0.01% 324

Other funds holding VEU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Executive Wealth Management's VEU Position: Q4 2024 in Review

Executive Wealth Management reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 4.4% in Q4 2024, selling an estimated $22.6K and leaving 8,089 shares worth $464K. The position accounts for 0.04% of the portfolio, ranked #170.

Executive Wealth Management first reported a position in VEU in Q2 2019 and has held it in 21 quarters since. The position peaked at $15.4M in Q4 2023. 1,288 funds tracked by Wall St. Rank hold VEU as of Q4 2024.

  • Executive Wealth Management held 8,089 shares of Vanguard FTSE All-World ex-US ETF worth $464K as of Q4 2024.
  • Executive Wealth Management sold 375 Vanguard FTSE All-World ex-US ETF shares in Q4 2024, an estimated $22.6K.
  • Vanguard FTSE All-World ex-US ETF made up 0.04% of Executive Wealth Management's portfolio in Q4 2024, its #170 holding.
  • Executive Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2019 and has held it in 21 quarters since.
  • Executive Wealth Management's Vanguard FTSE All-World ex-US ETF position peaked at $15.4M in Q4 2023.
  • 1,288 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.