IP
VEU icon

Intellectus Partners’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Intellectus Partners’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
-4,640
Closed -$266K – 290
2024
Q4 		$266K Buy
+4,640
New +$280K 0.06% 233
2022
Q2 		– Sell
-6,559
Closed -$378K – 272
2022
Q1 		$378K Buy
6,559
+12
+0.2% +$706 0.11% 183
2021
Q4 		$401K Sell
6,547
-2,210
-25% -$137K 0.1% 196
2021
Q3 		$534K Buy
8,757
+51
+0.6% +$3.21K 0.13% 182
2021
Q2 		$552K Buy
8,706
+69
+0.8% +$4.37K 0.12% 186
2021
Q1 		$524K Buy
+8,637
New +$525K 0.14% 177
2019
Q2 		– Sell
-528
Closed -$26K – 392
2019
Q1 		$26K Buy
+528
New +$25.9K 0.01% 298
2018
Q4 		– Sell
-528
Closed -$28K – 521
2018
Q3 		$28K Hold
528
– – 0.01% 402
2018
Q2 		$27K Buy
+528
New +$28.6K 0.01% 397

Other funds holding VEU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return