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

Golden State 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 Q2	$386K	Buy	4,614 +35	+0.8%	+$2.86K	0.04%	321
2026 Q1	$344K	Buy	4,579 +13	+0.3%	+$1.01K	0.04%	306
2025 Q4	$336K	Buy	4,566 +69	+2%	+$5.02K	0.04%	310
2025 Q3	$321K	Buy	4,497 +6	+0.1%	+$414	0.04%	305
2025 Q2	$302K	Buy	4,491 +3	+0.1%	+$190	0.04%	300
2025 Q1	$272K	Buy	4,488 +247	+6%	+$14.9K	0.04%	305
2024 Q4	$244K	Buy	+4,241	New	+$256K	0.04%	293
2020 Q4	–	Sell	-2,192	Closed	-$111K	–	418
2020 Q3	$111K	Buy	+2,192	New	+$111K	0.04%	243
2020 Q2	–	Sell	-2,103	Closed	-$86K	–	877
2020 Q1	$86K	Buy	+2,103	New	+$103K	0.04%	273
2019 Q4	–	Sell	-2,444	Closed	-$122K	–	908
2019 Q3	$122K	Buy	2,444 +2	+0.1%	+$100	0.04%	287
2019 Q2	$124K	Buy	2,442 +1	+0%	+$50	0.04%	305
2019 Q1	$122K	Buy	+2,441	New	+$120K	0.04%	291

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 Wealth Management's VEU Position: Q2 2026 in Review

Golden State Wealth Management increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 0.76% in Q2 2026, buying an estimated $2.86K and bringing the position to 4,614 shares worth $386K. The position accounts for 0.04% of the portfolio, ranked #321.

Golden State Wealth Management first reported a position in VEU in Q1 2019 and has held it in 12 quarters since. 1,621 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

Golden State Wealth Management held 4,614 shares of Vanguard FTSE All-World ex-US ETF worth $386K as of Q2 2026.
Golden State Wealth Management bought 35 Vanguard FTSE All-World ex-US ETF shares in Q2 2026, an estimated $2.86K.
Vanguard FTSE All-World ex-US ETF made up 0.04% of Golden State Wealth Management's portfolio in Q2 2026, its #321 holding.
Golden State Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2019 and has held it in 12 quarters since.
1,621 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.