FineMark National Bank & Trust’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

FineMark National Bank & Trust’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
2025 Q4	$447K	Sell	6,071 -298	-5%	-$21.7K	0.01%	329
2025 Q3	$455K	Sell	6,369 -275	-4%	-$19K	0.01%	324
2025 Q2	$447K	Sell	6,644 -458	-6%	-$29K	0.02%	313
2025 Q1	$431K	Sell	7,102 -455	-6%	-$27.4K	0.02%	308
2024 Q4	$434K	Sell	7,557 -2,812	-27%	-$169K	0.02%	300
2024 Q3	$653K	Sell	10,369 -165	-2%	-$9.94K	0.02%	253
2024 Q2	$618K	Buy	10,534 +288	+3%	+$16.9K	0.02%	249
2024 Q1	$601K	Sell	10,246 -564	-5%	-$31.9K	0.02%	257
2023 Q4	$607K	Sell	10,810 -191	-2%	-$10.1K	0.02%	254
2023 Q3	$571K	Hold	11,001	–	–	0.02%	252
2023 Q2	$599K	Buy	11,001 +5,522	+101%	+$299K	0.02%	259
2023 Q1	$293K	Sell	5,479 -126	-2%	-$6.68K	0.01%	339
2022 Q4	$281K	Buy	5,605 +73	+1%	+$3.54K	0.01%	326
2022 Q3	$245K	Buy	5,532 +867	+19%	+$42.9K	0.01%	344
2022 Q2	$233K	Buy	4,665 +204	+5%	+$10.9K	0.01%	376
2022 Q1	$257K	Sell	4,461 -3,810	-46%	-$224K	0.01%	392
2021 Q4	$507K	Buy	8,271 +3,118	+61%	+$193K	0.02%	303
2021 Q3	$314K	Sell	5,153 -11,240	-69%	-$707K	0.01%	352
2021 Q2	$1.04M	Hold	16,393	–	–	0.04%	214
2021 Q1	$995K	Hold	16,393	–	–	0.04%	213
2020 Q4	$957K	Hold	16,393	–	–	0.04%	207
2020 Q3	$827K	Buy	16,393 +658	+4%	+$33.4K	0.04%	202
2020 Q2	$749K	Sell	15,735 -536	-3%	-$24K	0.04%	198
2020 Q1	$667K	Hold	16,271	–	–	0.04%	197
2019 Q4	$875K	Hold	16,271	–	–	0.04%	190
2019 Q3	$812K	Hold	16,271	–	–	0.04%	194
2019 Q2	$830K	Buy	16,271 +3,536	+28%	+$178K	0.05%	194
2019 Q1	$639K	Hold	12,735	–	–	0.04%	210
2018 Q4	$580K	Sell	12,735 -15,225	-54%	-$731K	0.04%	218
2018 Q3	$1.46M	Sell	27,960 -4,815	-15%	-$251K	0.09%	134
2018 Q2	$1.7M	Buy	32,775 +12,540	+62%	+$680K	0.1%	130
2018 Q1	$1.1M	Hold	20,235	–	–	0.07%	158
2017 Q4	$1.11M	Buy	20,235 +695	+4%	+$37.4K	0.07%	154
2017 Q3	$1.03M	Sell	19,540 -4,712	-19%	-$244K	0.07%	160
2017 Q2	$1.21M	Buy	24,252 +14,825	+157%	+$734K	0.09%	142
2017 Q1	$451K	Sell	9,427 -225	-2%	-$10.5K	0.03%	234
2016 Q4	$427K	Buy	9,652 +5,294	+121%	+$235K	0.03%	233
2016 Q3	$198K	Sell	4,358 -132	-3%	-$5.9K	0.02%	331
2016 Q2	$192K	Hold	4,490	–	–	0.02%	313
2016 Q1	$194K	Hold	4,490	–	–	0.02%	305
2015 Q4	$195K	Sell	4,490 -660	-13%	-$29.5K	0.02%	320
2015 Q3	$220K	Sell	5,150 -4,000	-44%	-$185K	0.03%	317
2015 Q2	$444K	Buy	9,150 +5,150	+129%	+$261K	0.06%	231
2015 Q1	$195K	Hold	4,000	–	–	0.03%	349
2014 Q4	$187K	Hold	4,000	–	–	0.03%	362
2014 Q3	$197K	Hold	4,000	–	–	0.03%	341
2014 Q2	$209K	Hold	4,000	–	–	0.04%	325
2014 Q1	$201K	Buy	+4,000	New	+$198K	0.04%	315

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

FineMark National Bank & Trust's VEU Position: Q4 2025 in Review

FineMark National Bank & Trust reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 4.7% in Q4 2025, selling an estimated $21.7K and leaving 6,071 shares worth $447K. The position accounts for 0.01% of the portfolio, ranked #329.

FineMark National Bank & Trust first reported a position in VEU in Q1 2014 and has held it in 48 quarters since. The position peaked at $1.7M in Q2 2018. 1,531 funds tracked by Wall St. Rank hold VEU as of Q4 2025.

FineMark National Bank & Trust held 6,071 shares of Vanguard FTSE All-World ex-US ETF worth $447K as of Q4 2025.
FineMark National Bank & Trust sold 298 Vanguard FTSE All-World ex-US ETF shares in Q4 2025, an estimated $21.7K.
Vanguard FTSE All-World ex-US ETF made up 0.01% of FineMark National Bank & Trust's portfolio in Q4 2025, its #329 holding.
FineMark National Bank & Trust first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2014 and has held it in 48 quarters since.
FineMark National Bank & Trust's Vanguard FTSE All-World ex-US ETF position peaked at $1.7M in Q2 2018.
1,531 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2025.

Based on FineMark National Bank & Trust's 13F filing for Q4 2025, filed 12 Feb 2026.