Independent Advisor Alliance’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Independent Advisor Alliance’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 Q2	–	Sell	-201,882	Closed	-$15.2M	–	1606
2026 Q1	$15.2M	Buy	+201,882	New	+$15.6M	0.16%	122
2025 Q1	–	Sell	-198,113	Closed	-$11.4M	–	1339
2024 Q4	$11.4M	Buy	+198,113	New	+$11.9M	0.15%	152
2024 Q3	–	Sell	-327,390	Closed	-$19.2M	–	758
2024 Q2	$19.2M	Sell	327,390 -2,604	-0.8%	-$153K	0.66%	30
2024 Q1	$19.4M	Sell	329,994 -340,438	-51%	-$19.2M	0.7%	30
2023 Q4	$36.2M	Buy	670,432 +335,120	+100%	+$17.8M	1.3%	11
2023 Q3	$17.4M	Buy	335,312 +24,255	+8%	+$1.31M	0.79%	27
2023 Q2	$16.9M	Hold	311,057	–	–	0.75%	26
2023 Q1	$16.6M	Hold	311,057	–	–	0.8%	27
2022 Q4	$15.6M	Buy	311,057 +237,162	+321%	+$11.5M	5.36%	5
2022 Q3	$3.28M	Sell	73,895 -31,603	-30%	-$1.56M	0.19%	108
2022 Q2	$5.27M	Buy	+105,498	New	+$5.65M	0.29%	77
2020 Q1	–	Sell	-34,795	Closed	-$1.87M	–	839
2019 Q4	$1.87M	Buy	+34,795	New	+$1.81M	0.08%	248
2017 Q2	–	Sell	-8,296	Closed	-$395K	–	399
2017 Q1	$395K	Buy	+8,296	New	+$387K	0.06%	256

Other funds holding VEU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Independent Advisor Alliance's VEU Position: Q2 2026 in Review

Independent Advisor Alliance sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q2 2026, closing a stake of 201,882 shares — an estimated $15.2M sold.

Independent Advisor Alliance first reported a position in VEU in Q1 2017 and held it in 13 quarters. The position peaked at $36.2M in Q4 2023. 1,621 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

Independent Advisor Alliance reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q2 2026 after selling out during the quarter.
Independent Advisor Alliance sold 201,882 Vanguard FTSE All-World ex-US ETF shares in Q2 2026, an estimated $15.2M.
Independent Advisor Alliance first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2017 and held it in 13 quarters.
Independent Advisor Alliance's Vanguard FTSE All-World ex-US ETF position peaked at $36.2M in Q4 2023.
1,621 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.