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

Hillcrest 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	$14.5M	Sell	192,979 -50	-0%	-$3.87K	5.87%	4
2025 Q4	$14.2M	Sell	193,029 -3,800	-2%	-$276K	6.11%	4
2025 Q3	$14M	Sell	196,829 -2,600	-1%	-$179K	6.32%	4
2025 Q2	$13.4M	Sell	199,429 -875	-0.4%	-$55.4K	6.3%	4
2025 Q1	$12.2M	Sell	200,304 -500	-0.2%	-$30.1K	6.02%	4
2024 Q4	$11.5M	Sell	200,804 -2,000	-1%	-$121K	5.48%	6
2024 Q3	$12.8M	Buy	202,804 +790	+0.4%	+$47.6K	6.38%	3
2024 Q2	$11.8M	Sell	202,014 -1,975	-1%	-$116K	6.38%	3
2024 Q1	$12M	Sell	203,989 -15,400	-7%	-$870K	6.48%	3
2023 Q4	$12.3M	Sell	219,389 -2,720	-1%	-$144K	6.79%	3
2023 Q3	$11.5M	Buy	222,109 +2,300	+1%	+$124K	6.56%	3
2023 Q2	$12M	Sell	219,809 -4,500	-2%	-$244K	7.06%	3
2023 Q1	$12M	Sell	224,309 -1,750	-0.8%	-$92.7K	7.11%	3
2022 Q4	$11.3M	Sell	226,059 -4,925	-2%	-$239K	6.77%	3
2022 Q3	$10.2M	Sell	230,984 -400	-0.2%	-$19.8K	6.5%	4
2022 Q2	$11.6M	Buy	231,384 +1,700	+0.7%	+$91K	7.01%	3
2022 Q1	$13.2M	Sell	229,684 -3,251	-1%	-$191K	7.33%	4
2021 Q4	$14.3M	Buy	232,935 +6,425	+3%	+$398K	7.68%	3
2021 Q3	$13.8M	Buy	226,510 +4,520	+2%	+$284K	8.19%	3
2021 Q2	$14.1M	Sell	221,990 -758	-0.3%	-$48K	8.52%	3
2021 Q1	$13.5M	Buy	222,748 +7,375	+3%	+$449K	8.24%	3
2020 Q4	$12.6M	Buy	215,373 +475	+0.2%	+$25.9K	8.41%	3
2020 Q3	$10.8M	Buy	214,898 +858	+0.4%	+$43.5K	7.71%	3
2020 Q2	$10.2M	Sell	214,040 -2,850	-1%	-$128K	8.82%	3
2020 Q1	$8.9M	Sell	216,890 -4,390	-2%	-$216K	8.87%	3
2019 Q4	$11.9M	Sell	221,280 -8,275	-4%	-$430K	9.9%	3
2019 Q3	$11.5M	Sell	229,555 -3,286	-1%	-$164K	9.85%	3
2019 Q2	$11.9M	Buy	232,841 +5,300	+2%	+$267K	10.01%	2
2019 Q1	$11.4M	Buy	227,541 +2,500	+1%	+$122K	10.01%	2
2018 Q4	$10.3M	Buy	+225,041	New	+$10.8M	9.53%	2

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

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

Hillcrest Wealth Advisors reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 0.03% in Q1 2026, selling an estimated $3.87K and leaving 192,979 shares worth $14.5M. The position accounts for 5.87% of the portfolio, ranked #4.

Hillcrest Wealth Advisors first reported a position in VEU in Q4 2018 and has held it in 30 quarters since. 1,559 funds tracked by Wall St. Rank hold VEU as of Q1 2026.

Hillcrest Wealth Advisors held 192,979 shares of Vanguard FTSE All-World ex-US ETF worth $14.5M as of Q1 2026.
Hillcrest Wealth Advisors sold 50 Vanguard FTSE All-World ex-US ETF shares in Q1 2026, an estimated $3.87K.
Vanguard FTSE All-World ex-US ETF made up 5.87% of Hillcrest Wealth Advisors's portfolio in Q1 2026, its #4 holding.
Hillcrest Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2018 and has held it in 30 quarters since.
1,559 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.