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

Heirloom 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 		$1.08M Sell
12,894
-74
-0.6% -$6.05K 0.16% 37
2026
Q1 		$974K Buy
+12,968
New +$1M 0.18% 51

Other funds holding VEU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Sanders Capital
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Heirloom Wealth Management's VEU Position: Q2 2026 in Review

Heirloom Wealth Management reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 0.57% in Q2 2026, selling an estimated $6.05K and leaving 12,894 shares worth $1.08M. The position accounts for 0.16% of the portfolio, ranked #37.

Heirloom Wealth Management first reported a position in VEU in Q1 2026 and has held it in 2 quarters since. 1,635 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

  • Heirloom Wealth Management held 12,894 shares of Vanguard FTSE All-World ex-US ETF worth $1.08M as of Q2 2026.
  • Heirloom Wealth Management sold 74 Vanguard FTSE All-World ex-US ETF shares in Q2 2026, an estimated $6.05K.
  • Vanguard FTSE All-World ex-US ETF made up 0.16% of Heirloom Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Heirloom Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,635 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.