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	–	503
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 New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

FMWA

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

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

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

CIAS

CBIZ Investment Advisory Services Independence, Ohio $2.74B AUM 16.93% 1-Year Est. Return

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

Intellectus Partners's VEU Position: Q1 2025 in Review

Intellectus Partners sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q1 2025, closing a stake of 4,640 shares — an estimated $266K sold.

Intellectus Partners first reported a position in VEU in Q2 2018 and held it in 9 quarters. The position peaked at $552K in Q2 2021. 1,294 funds tracked by Wall St. Rank hold VEU as of Q1 2025.

Intellectus Partners reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q1 2025 after selling out during the quarter.
Intellectus Partners sold 4,640 Vanguard FTSE All-World ex-US ETF shares in Q1 2025, an estimated $266K.
Intellectus Partners first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2018 and held it in 9 quarters.
Intellectus Partners's Vanguard FTSE All-World ex-US ETF position peaked at $552K in Q2 2021.
1,294 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2025.

Based on Intellectus Partners's 13F filing for Q1 2025, filed 11 Apr 2025.