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Forum Financial Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Forum Financial 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
2026
Q2 		$328K Sell
3,922
-4,154
-51% -$339K ﹤0.01% 267
2026
Q1 		$607K Buy
8,076
+500
+7% +$38.7K 0.01% 172
2025
Q4 		$557K Sell
7,576
-222
-3% -$16.1K 0.01% 427
2025
Q3 		$557K Sell
7,798
-41
-0.5% -$2.83K 0.01% 419
2025
Q2 		$527K Buy
7,839
+41
+0.5% +$2.6K 0.01% 386
2025
Q1 		$473K Buy
7,798
+3,640
+88% +$219K 0.01% 395
2024
Q4 		$239K Buy
4,158
+72
+2% +$4.34K ﹤0.01% 757
2024
Q3 		$257K Sell
4,086
-523
-11% -$31.5K ﹤0.01% 593
2024
Q2 		$270K Sell
4,609
-11,157
-71% -$655K ﹤0.01% 522
2024
Q1 		$925K Hold
15,766
– – 0.02% 201
2023
Q4 		$885K Hold
15,766
– – 0.02% 182
2023
Q3 		$818K Sell
15,766
-510
-3% -$27.6K 0.02% 183
2023
Q2 		$886K Sell
16,276
-193
-1% -$10.5K 0.02% 175
2023
Q1 		$881K Sell
16,469
-122
-0.7% -$6.46K 0.03% 155
2022
Q4 		$832K Hold
16,591
– – 0.03% 163
2022
Q3 		$736K Sell
16,591
-100
-0.6% -$4.95K 0.04% 151
2022
Q2 		$834K Sell
16,691
-2,064
-11% -$111K 0.04% 140
2022
Q1 		$1.08M Sell
18,755
-72
-0.4% -$4.24K 0.05% 115
2021
Q4 		$1.15M Buy
+18,827
New +$1.16M 0.06% 110

Other funds holding VEU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Sanders Capital
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Forum Financial Management's VEU Position: Q2 2026 in Review

Forum Financial Management reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 51% in Q2 2026, selling an estimated $339K and leaving 3,922 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #267.

Forum Financial Management first reported a position in VEU in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.15M in Q4 2021. 1,621 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

  • Forum Financial Management held 3,922 shares of Vanguard FTSE All-World ex-US ETF worth $328K as of Q2 2026.
  • Forum Financial Management sold 4,154 Vanguard FTSE All-World ex-US ETF shares in Q2 2026, an estimated $339K.
  • Vanguard FTSE All-World ex-US ETF made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #267 holding.
  • Forum Financial Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Vanguard FTSE All-World ex-US ETF position peaked at $1.15M in Q4 2021.
  • 1,621 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.