HWA
VEU icon

Heartwood Wealth Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Heartwood Wealth Advisors’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 		$259K Hold
3,118
– – 0.02% 199
2026
Q2 		$261K Hold
3,118
– – 0.02% 208
2026
Q1 		$234K Buy
+3,118
New +$242K 0.02% 206
2025
Q4 		– Sell
-1,718
Closed -$123K – 575
2025
Q3 		$123K Buy
+1,718
New +$119K 0.01% 236

Other funds holding VEU

FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
BSWM
Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return
BWL
Beacon Wealthcare LLC Raleigh, North Carolina $315M AUM 8.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PIC
Platt Investment Counsel Lake Mary, Florida $145M AUM 10.64% 1-Year Est. Return
TFP
Tilia Fiduciary Partners Wilmington, North Carolina $217M AUM 27.78% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

Heartwood Wealth Advisors's VEU Position: Q3 2026 in Review

Heartwood Wealth Advisors held its Vanguard FTSE All-World ex-US ETF (VEU) position steady in Q3 2026 at 3,118 shares worth $259K. The position accounts for 0.02% of the portfolio, ranked #199.

Heartwood Wealth Advisors first reported a position in VEU in Q3 2025 and has held it in 4 quarters since. The position peaked at $261K in Q2 2026. 97 funds tracked by Wall St. Rank hold VEU as of Q3 2026.

  • Heartwood Wealth Advisors held 3,118 shares of Vanguard FTSE All-World ex-US ETF worth $259K as of Q3 2026.
  • Heartwood Wealth Advisors left its Vanguard FTSE All-World ex-US ETF share count unchanged in Q3 2026.
  • Vanguard FTSE All-World ex-US ETF made up 0.02% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #199 holding.
  • Heartwood Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q3 2025 and has held it in 4 quarters since.
  • Heartwood Wealth Advisors's Vanguard FTSE All-World ex-US ETF position peaked at $261K in Q2 2026.
  • 97 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.