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

Heritage 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 Q1	$92.1K	Sell	1,226 -382	-24%	-$29.6K	﹤0.01%	263
2025 Q4	$118K	Buy	1,608 +15	+0.9%	+$1.09K	﹤0.01%	255
2025 Q3	$114K	Buy	1,593 +4	+0.3%	+$276	0.01%	242
2025 Q2	$107K	Sell	1,589 -134	-8%	-$8.48K	0.01%	243
2025 Q1	$104K	Buy	1,723 +387	+29%	+$23.3K	0.01%	240
2024 Q4	$76.7K	Buy	1,336 +14	+1%	+$844	﹤0.01%	277
2024 Q3	$83.3K	Buy	1,322 +3	+0.2%	+$181	﹤0.01%	282
2024 Q2	$77.3K	Buy	1,319 +7	+0.5%	+$411	﹤0.01%	271
2024 Q1	$76.9K	Buy	1,312 +848	+183%	+$47.9K	﹤0.01%	285
2023 Q4	$26K	Hold	464	–	–	﹤0.01%	388
2023 Q3	$24.1K	Sell	464 -218	-32%	-$11.8K	﹤0.01%	363
2023 Q2	$37.1K	Hold	682	–	–	﹤0.01%	351
2023 Q1	$36.5K	Hold	682	–	–	﹤0.01%	350
2022 Q4	$34.2K	Hold	682	–	–	﹤0.01%	367
2022 Q3	$30.3K	Buy	682 +171	+33%	+$8.46K	﹤0.01%	342
2022 Q2	$26K	Hold	511	–	–	﹤0.01%	397
2022 Q1	$29K	Buy	+511	New	+$30.1K	﹤0.01%	364

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

Heritage Wealth Advisors's VEU Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 24% in Q1 2026, selling an estimated $29.6K and leaving 1,226 shares worth $92.1K. The position accounts for ﹤0.01% of the portfolio, ranked #263.

Heritage Wealth Advisors first reported a position in VEU in Q1 2022 and has held it in 17 quarters since. The position peaked at $118K in Q4 2025. 1,560 funds tracked by Wall St. Rank hold VEU as of Q1 2026.

Heritage Wealth Advisors held 1,226 shares of Vanguard FTSE All-World ex-US ETF worth $92.1K as of Q1 2026.
Heritage Wealth Advisors sold 382 Vanguard FTSE All-World ex-US ETF shares in Q1 2026, an estimated $29.6K.
Vanguard FTSE All-World ex-US ETF made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #263 holding.
Heritage Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2022 and has held it in 17 quarters since.
Heritage Wealth Advisors's Vanguard FTSE All-World ex-US ETF position peaked at $118K in Q4 2025.
1,560 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.