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Helen Stephens Group’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Helen Stephens Group’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
2024
Q4 		– Sell
-3,469
Closed -$219K – 92
2024
Q3 		$219K Sell
3,469
-143
-4% -$8.61K 0.07% 82
2024
Q2 		$212K Sell
3,612
-548
-13% -$32.2K 0.07% 80
2024
Q1 		$244K Sell
4,160
-652
-14% -$36.8K 0.09% 66
2023
Q4 		$270K Buy
4,812
+65
+1% +$3.44K 0.12% 64
2023
Q3 		$246K Buy
4,747
+27
+0.6% +$1.46K 0.13% 59
2023
Q2 		$257K Buy
4,720
+35
+0.7% +$1.9K 0.13% 59
2023
Q1 		$251K Buy
4,685
+10
+0.2% +$530 0.13% 62
2022
Q4 		$234K Sell
4,675
-10,279
-69% -$499K 0.14% 63
2022
Q3 		$663K Sell
14,954
-2,541
-15% -$126K 0.46% 35
2022
Q2 		$874K Buy
17,495
+198
+1% +$10.6K 0.62% 26
2022
Q1 		$996K Sell
17,297
-88
-0.5% -$5.18K 0.69% 23
2021
Q4 		$1.06M Buy
+17,385
New +$1.08M 0.85% 18

Other funds holding VEU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Helen Stephens Group's VEU Position: Q4 2024 in Review

Helen Stephens Group sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q4 2024, closing a stake of 3,469 shares — an estimated $219K sold.

Helen Stephens Group first reported a position in VEU in Q4 2021 and held it in 12 quarters. The position peaked at $1.06M in Q4 2021. 1,288 funds tracked by Wall St. Rank hold VEU as of Q4 2024.

  • Helen Stephens Group reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q4 2024 after selling out during the quarter.
  • Helen Stephens Group sold 3,469 Vanguard FTSE All-World ex-US ETF shares in Q4 2024, an estimated $219K.
  • Helen Stephens Group first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2021 and held it in 12 quarters.
  • Helen Stephens Group's Vanguard FTSE All-World ex-US ETF position peaked at $1.06M in Q4 2021.
  • 1,288 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2024.

Based on Helen Stephens Group's 13F filing for Q4 2024, filed 15 Jan 2025.