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

Fairhaven 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 		$2.31M Hold
40,156
– – 0.72% 31
2024
Q3 		$2.53M Buy
40,156
+295
+0.7% +$17.8K 0.77% 29
2024
Q2 		$2.34M Sell
39,861
-23
-0.1% -$1.35K 0.77% 29
2024
Q1 		$2.34M Sell
39,884
-11,019
-22% -$623K 0.8% 29
2023
Q4 		$2.86M Sell
50,903
-101
-0.2% -$5.35K 1.05% 23
2023
Q3 		$2.65M Buy
51,004
+6,498
+15% +$352K 1.05% 23
2023
Q2 		$2.42M Buy
+44,506
New +$2.41M 0.93% 24
2022
Q4 		$2.2M Buy
43,830
+353
+0.8% +$17.1K 0.93% 29
2022
Q3 		$1.93M Buy
43,477
+71
+0.2% +$3.51K 0.86% 28
2022
Q2 		$2.17M Buy
43,406
+240
+0.6% +$12.9K 1.02% 25
2022
Q1 		$2.49M Buy
43,166
+7,316
+20% +$431K 1.01% 25
2021
Q4 		$2.2M Hold
35,850
– – 0.86% 32
2021
Q3 		$2.19M Sell
35,850
-197
-0.5% -$12.4K 0.9% 33
2021
Q2 		$2.29M Buy
36,047
+31
+0.1% +$1.96K 0.91% 32
2021
Q1 		$2.19M Buy
36,016
+3,732
+12% +$227K 0.92% 31
2020
Q4 		$1.88M Sell
32,284
-1
-0% -$55 0.83% 30
2020
Q3 		$1.63M Buy
32,285
+104
+0.3% +$5.28K 0.96% 25
2020
Q2 		$1.53M Hold
32,181
– – 1.01% 21
2020
Q1 		$1.32M Buy
+32,181
New +$1.58M 1.2% 16

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 $1.88B AUM 29.07% 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

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

Fairhaven Wealth Management held its Vanguard FTSE All-World ex-US ETF (VEU) position steady in Q4 2024 at 40,156 shares worth $2.31M. The position accounts for 0.72% of the portfolio, ranked #31.

Fairhaven Wealth Management first reported a position in VEU in Q1 2020 and has held it in 19 quarters since. The position peaked at $2.86M in Q4 2023. 1,289 funds tracked by Wall St. Rank hold VEU as of Q4 2024.

  • Fairhaven Wealth Management held 40,156 shares of Vanguard FTSE All-World ex-US ETF worth $2.31M as of Q4 2024.
  • Fairhaven Wealth Management left its Vanguard FTSE All-World ex-US ETF share count unchanged in Q4 2024.
  • Vanguard FTSE All-World ex-US ETF made up 0.72% of Fairhaven Wealth Management's portfolio in Q4 2024, its #31 holding.
  • Fairhaven Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2020 and has held it in 19 quarters since.
  • Fairhaven Wealth Management's Vanguard FTSE All-World ex-US ETF position peaked at $2.86M in Q4 2023.
  • 1,289 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.