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

Global 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
2026
Q3 		$3.05M Sell
36,773
-3,122
-8% -$262K 1.66% 16
2026
Q2 		$3.34M Buy
39,895
+1,186
+3% +$96.9K 1.7% 16
2026
Q1 		$2.91M Buy
+38,709
New +$3M 1.58% 15

Other funds holding VEU

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Diversified Trust
Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return
CBIZ Investment Advisory Services
CBIZ Investment Advisory Services Independence, Ohio $2.86B AUM 9.79% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.6B AUM 22.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Global Wealth Management's VEU Position: Q3 2026 in Review

Global Wealth Management reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 7.8% in Q3 2026, selling an estimated $262K and leaving 36,773 shares worth $3.05M. The position accounts for 1.66% of the portfolio, ranked #16.

Global Wealth Management first reported a position in VEU in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.34M in Q2 2026. 1,421 funds tracked by Wall St. Rank hold VEU as of Q3 2026.

  • Global Wealth Management held 36,773 shares of Vanguard FTSE All-World ex-US ETF worth $3.05M as of Q3 2026.
  • Global Wealth Management sold 3,122 Vanguard FTSE All-World ex-US ETF shares in Q3 2026, an estimated $262K.
  • Vanguard FTSE All-World ex-US ETF made up 1.66% of Global Wealth Management's portfolio in Q3 2026, its #16 holding.
  • Global Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2026 and has held it in 3 quarters since.
  • Global Wealth Management's Vanguard FTSE All-World ex-US ETF position peaked at $3.34M in Q2 2026.
  • 1,421 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2026.

Based on Global Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.