IMA Advisory Services’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

IMA Advisory Services’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	$6.07M	Buy	80,837 +660	+0.8%	+$51.1K	0.59%	40
2025 Q4	$5.9M	Buy	80,177 +15,166	+23%	+$1.1M	0.57%	40
2025 Q3	$4.64M	Sell	65,011 -26,831	-29%	-$1.85M	0.47%	44
2025 Q2	$6.16M	Sell	91,842 -2,271	-2%	-$144K	0.66%	35
2025 Q1	$5.69M	Buy	94,113 +7,799	+9%	+$470K	0.68%	32
2024 Q4	$4.94M	Buy	+86,314	New	+$5.2M	0.59%	38
2020 Q2	–	Sell	-1,285	Closed	-$53K	–	259
2020 Q1	$53K	Hold	1,285	–	–	0.02%	146
2019 Q4	$69K	Buy	+1,285	New	+$66.7K	0.03%	140
2018 Q3	–	Sell	-13,800	Closed	-$715K	–	458
2018 Q2	$715K	Hold	13,800	–	–	0.3%	81
2018 Q1	$750K	Sell	13,800 -330	-2%	-$18.4K	0.33%	81
2017 Q4	$773K	Sell	14,130 -90	-0.6%	-$4.84K	0.35%	84
2017 Q3	$750K	Buy	14,220 +420	+3%	+$21.7K	0.35%	88
2017 Q2	$690K	Hold	13,800	–	–	0.33%	91
2017 Q1	$660K	Hold	13,800	–	–	0.33%	93
2016 Q4	$610K	Hold	13,800	–	–	0.38%	83
2016 Q3	$627K	Hold	13,800	–	–	0.36%	77
2016 Q2	$591K	Hold	13,800	–	–	0.37%	72
2016 Q1	$595K	Hold	13,800	–	–	0.35%	71
2015 Q4	$599K	Hold	13,800	–	–	0.36%	71
2015 Q3	$588K	Hold	13,800	–	–	0.37%	72
2015 Q2	$670K	Hold	13,800	–	–	0.32%	71
2015 Q1	$672K	Hold	13,800	–	–	0.33%	72
2014 Q4	$647K	Hold	13,800	–	–	0.33%	71
2014 Q3	$680K	Hold	13,800	–	–	0.32%	86
2014 Q2	$722K	Hold	13,800	–	–	0.33%	85
2014 Q1	$694K	Hold	13,800	–	–	0.32%	87
2013 Q4	$700K	Hold	13,800	–	–	0.33%	87
2013 Q3	$671K	Hold	13,800	–	–	0.33%	89
2013 Q2	$610K	Buy	+13,800	New	+$646K	0.33%	94

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

IMA Advisory Services's VEU Position: Q1 2026 in Review

IMA Advisory Services increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 0.82% in Q1 2026, buying an estimated $51.1K and bringing the position to 80,837 shares worth $6.07M. The position accounts for 0.59% of the portfolio, ranked #40.

IMA Advisory Services first reported a position in VEU in Q2 2013 and has held it in 29 quarters since. The position peaked at $6.16M in Q2 2025. 1,560 funds tracked by Wall St. Rank hold VEU as of Q1 2026.

IMA Advisory Services held 80,837 shares of Vanguard FTSE All-World ex-US ETF worth $6.07M as of Q1 2026.
IMA Advisory Services bought 660 Vanguard FTSE All-World ex-US ETF shares in Q1 2026, an estimated $51.1K.
Vanguard FTSE All-World ex-US ETF made up 0.59% of IMA Advisory Services's portfolio in Q1 2026, its #40 holding.
IMA Advisory Services first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2013 and has held it in 29 quarters since.
IMA Advisory Services's Vanguard FTSE All-World ex-US ETF position peaked at $6.16M in Q2 2025.
1,560 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.