Golden State Equity Partners’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Golden State Equity Partners’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	$1.03M	Sell	12,241 -33,251	-73%	-$2.72M	2.76%	9
2026 Q1	$3.42M	Buy	45,492 +34,423	+311%	+$2.67M	0.26%	83
2025 Q4	$814K	Buy	+11,069	New	+$805K	0.13%	175
2024 Q4	–	Sell	-3,277	Closed	-$206K	–	865
2024 Q3	$206K	Sell	3,277 -144	-4%	-$8.67K	0.03%	400
2024 Q2	$201K	Buy	+3,421	New	+$201K	0.04%	387
2023 Q2	–	Sell	-11,701	Closed	-$626K	–	400
2023 Q1	$626K	Buy	+11,701	New	+$620K	0.34%	81
2022 Q1	$945K	Sell	16,407 -6,166	-27%	-$363K	0.48%	62
2021 Q4	$1.38M	Buy	22,573 +291	+1%	+$18K	0.7%	36
2021 Q3	$1.36M	Hold	22,282	–	–	0.55%	41
2021 Q2	$1.41M	Sell	22,282 -1,756	-7%	-$111K	0.54%	39
2021 Q1	$1.46M	Sell	24,038 -1,988	-8%	-$121K	0.83%	35
2020 Q4	$1.52M	Buy	+26,026	New	+$1.42M	1.04%	26

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

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

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

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

Golden State Equity Partners's VEU Position: Q2 2026 in Review

Golden State Equity Partners reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 73% in Q2 2026, selling an estimated $2.72M and leaving 12,241 shares worth $1.03M. The position accounts for 2.76% of the portfolio, ranked #9.

Golden State Equity Partners first reported a position in VEU in Q4 2020 and has held it in 12 quarters since. The position peaked at $3.42M in Q1 2026. 1,634 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

Golden State Equity Partners held 12,241 shares of Vanguard FTSE All-World ex-US ETF worth $1.03M as of Q2 2026.
Golden State Equity Partners sold 33,251 Vanguard FTSE All-World ex-US ETF shares in Q2 2026, an estimated $2.72M.
Vanguard FTSE All-World ex-US ETF made up 2.76% of Golden State Equity Partners's portfolio in Q2 2026, its #9 holding.
Golden State Equity Partners first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2020 and has held it in 12 quarters since.
Golden State Equity Partners's Vanguard FTSE All-World ex-US ETF position peaked at $3.42M in Q1 2026.
1,634 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.