PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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	$1.19M	Hold	14,175	–	–	0.32%	48
2026 Q1	$1.06M	Buy	14,175 +1	+0%	+$77	0.32%	43
2025 Q4	$1.04M	Buy	14,174 +2	+0%	+$145	0.31%	47
2025 Q3	$1.01M	Buy	14,172 +2,801	+25%	+$193K	0.32%	48
2025 Q2	$764K	Buy	11,371 +1,885	+20%	+$119K	0.26%	64
2025 Q1	$575K	Buy	9,486 +5,986	+171%	+$361K	0.21%	75
2024 Q4	$201K	Buy	+3,500	New	+$211K	0.08%	132

Other funds holding VEU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

KIM

Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s VEU Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Vanguard FTSE All-World ex-US ETF (VEU) position steady in Q2 2026 at 14,175 shares worth $1.19M. The position accounts for 0.32% of the portfolio, ranked #48.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in VEU in Q4 2024 and has held it in 7 quarters since. 1,099 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 14,175 shares of Vanguard FTSE All-World ex-US ETF worth $1.19M as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Vanguard FTSE All-World ex-US ETF share count unchanged in Q2 2026.
Vanguard FTSE All-World ex-US ETF made up 0.32% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #48 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2024 and has held it in 7 quarters since.
1,099 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.