Institute for Wealth Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Institute for Wealth Management’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	$120K	Buy	+1,435	New	+$117K	0.01%	637
2020 Q1	–	Sell	-1,213	Closed	-$65K	–	665
2019 Q4	$65K	Buy	+1,213	New	+$63K	0.01%	499
2018 Q4	–	Sell	-30,071	Closed	-$1.58M	–	345
2018 Q3	$1.58M	Sell	30,071 -432	-1%	-$22.5K	0.53%	57
2018 Q2	$1.58M	Buy	30,503 +1,407	+5%	+$76.3K	0.51%	64
2018 Q1	$1.59M	Buy	+29,096	New	+$1.62M	0.47%	63
2017 Q4	–	Sell	-39,465	Closed	-$2.08M	–	419
2017 Q3	$2.08M	Sell	39,465 -2,951	-7%	-$153K	0.68%	35
2017 Q2	$2.12M	Buy	+42,416	New	+$2.1M	0.58%	31

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

Institute for Wealth Management's VEU Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Vanguard FTSE All-World ex-US ETF (VEU) in Q2 2026: 1,435 shares worth $120K. The stake represents 0.01% of the portfolio and ranks #637 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in VEU as recently as Q4 2019.

Institute for Wealth Management first reported a position in VEU in Q2 2017 and has held it in 7 quarters since. The position peaked at $2.12M in Q2 2017. 1,631 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

Institute for Wealth Management held 1,435 shares of Vanguard FTSE All-World ex-US ETF worth $120K as of Q2 2026.
Vanguard FTSE All-World ex-US ETF was a new Institute for Wealth Management position in Q2 2026.
Vanguard FTSE All-World ex-US ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #637 holding.
Institute for Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2017 and has held it in 7 quarters since.
Institute for Wealth Management's Vanguard FTSE All-World ex-US ETF position peaked at $2.12M in Q2 2017.
1,631 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.