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 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 Q3	–	Sell	-3,421	Closed	-$201K	–	908
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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Golden State Equity Partners's VEU Position: Q1 2026 in Review

Golden State Equity Partners increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 311% in Q1 2026, buying an estimated $2.67M and bringing the position to 45,492 shares worth $3.42M. The position accounts for 0.26% of the portfolio, ranked #83.

Golden State Equity Partners first reported a position in VEU in Q4 2020 and has held it in 10 quarters since. 1,560 funds tracked by Wall St. Rank hold VEU as of Q1 2026.

Golden State Equity Partners held 45,492 shares of Vanguard FTSE All-World ex-US ETF worth $3.42M as of Q1 2026.
Golden State Equity Partners bought 34,423 Vanguard FTSE All-World ex-US ETF shares in Q1 2026, an estimated $2.67M.
Vanguard FTSE All-World ex-US ETF made up 0.26% of Golden State Equity Partners's portfolio in Q1 2026, its #83 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 10 quarters since.
1,560 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.