Holos Integrated Wealth’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Holos Integrated Wealth’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	$13.8K	Buy	169 +68	+67%	+$5.71K	0.01%	244
2026 Q2	$8.38K	Sell	101 -1	-1%	-$82	﹤0.01%	275
2026 Q1	$7.75K	Buy	102 +1	+1%	+$77	﹤0.01%	273
2025 Q4	$7.54K	Hold	101	–	–	﹤0.01%	217
2025 Q3	$7.09K	Hold	101	–	–	﹤0.01%	210
2025 Q2	$6.92K	Hold	101	–	–	﹤0.01%	207
2025 Q1	$6.13K	Hold	101	–	–	﹤0.01%	219
2024 Q4	$5.8K	Buy	+101	New	+$6.09K	﹤0.01%	223

Other funds holding VEU

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return

Flower City Capital Pittsford, New York $234M AUM 15.69% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Holos Integrated Wealth's VEU Position: Q3 2026 in Review

Holos Integrated Wealth increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 67% in Q3 2026, buying an estimated $5.71K and bringing the position to 169 shares worth $13.8K. The position accounts for 0.01% of the portfolio, ranked #244.

Holos Integrated Wealth first reported a position in VEU in Q4 2024 and has held it in 8 quarters since. 546 funds tracked by Wall St. Rank hold VEU as of Q3 2026.

Holos Integrated Wealth held 169 shares of Vanguard FTSE All-World ex-US ETF worth $13.8K as of Q3 2026.
Holos Integrated Wealth bought 68 Vanguard FTSE All-World ex-US ETF shares in Q3 2026, an estimated $5.71K.
Vanguard FTSE All-World ex-US ETF made up 0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #244 holding.
Holos Integrated Wealth first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2024 and has held it in 8 quarters since.
546 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.