Horizon Family Wealth’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Horizon Family 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
2025 Q1	–	Sell	-9,180	Closed	-$527K	–	85
2024 Q4	$527K	Hold	9,180	–	–	0.35%	43
2024 Q3	$578K	Hold	9,180	–	–	0.41%	35
2024 Q2	$538K	Hold	9,180	–	–	0.41%	35
2024 Q1	$538K	Hold	9,180	–	–	0.42%	36
2023 Q4	$515K	Hold	9,180	–	–	0.43%	34
2023 Q3	$476K	Hold	9,180	–	–	0.46%	32
2023 Q2	$499K	Hold	9,180	–	–	0.48%	31
2023 Q1	$491K	Hold	9,180	–	–	0.52%	30
2022 Q4	$460K	Hold	9,180	–	–	0.53%	32
2022 Q3	$407K	Hold	9,180	–	–	0.5%	36
2022 Q2	$459K	Hold	9,180	–	–	0.53%	35
2022 Q1	$529K	Hold	9,180	–	–	0.52%	36
2021 Q4	$563K	Buy	+9,180	New	+$568K	0.57%	32

Other funds holding VEU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CIAS

CBIZ Investment Advisory Services Independence, Ohio $2.74B AUM 14.19% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Horizon Family Wealth's VEU Position: Q1 2025 in Review

Horizon Family Wealth sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q1 2025, closing a stake of 9,180 shares — an estimated $527K sold.

Horizon Family Wealth first reported a position in VEU in Q4 2021 and held it in 13 quarters. The position peaked at $578K in Q3 2024. 1,289 funds tracked by Wall St. Rank hold VEU as of Q1 2025.

Horizon Family Wealth reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q1 2025 after selling out during the quarter.
Horizon Family Wealth sold 9,180 Vanguard FTSE All-World ex-US ETF shares in Q1 2025, an estimated $527K.
Horizon Family Wealth first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2021 and held it in 13 quarters.
Horizon Family Wealth's Vanguard FTSE All-World ex-US ETF position peaked at $578K in Q3 2024.
1,289 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2025.

Based on Horizon Family Wealth's 13F filing for Q1 2025, filed 9 May 2025.