Investment Advisory Group’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Investment Advisory Group’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	$354K	Buy	4,714 +50	+1%	+$3.87K	0.09%	139
2025 Q4	$343K	Buy	4,664 +100	+2%	+$7.27K	0.09%	143
2025 Q3	$326K	Sell	4,564 -240	-5%	-$16.6K	0.09%	139
2025 Q2	$323K	Hold	4,804	–	–	0.1%	132
2025 Q1	$291K	Hold	4,804	–	–	0.1%	130
2024 Q4	$276K	Hold	4,804	–	–	0.09%	132
2024 Q3	$303K	Hold	4,804	–	–	0.11%	128
2024 Q2	$282K	Hold	4,804	–	–	0.11%	125
2024 Q1	$282K	Hold	4,804	–	–	0.12%	122
2023 Q4	$270K	Hold	4,804	–	–	0.12%	117
2023 Q3	$249K	Hold	4,804	–	–	0.13%	111
2023 Q2	$261K	Buy	4,804 +50	+1%	+$2.71K	0.13%	114
2023 Q1	$254K	Buy	4,754 +128	+3%	+$6.78K	0.15%	115
2022 Q4	$232K	Hold	4,626	–	–	0.14%	122
2022 Q3	$205K	Buy	+4,626	New	+$229K	0.14%	120
2022 Q2	–	Sell	-3,775	Closed	-$224K	–	136
2022 Q1	$224K	Sell	3,775 -50	-1%	-$2.94K	0.14%	116
2021 Q4	$232K	Buy	+3,825	New	+$237K	0.15%	108

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

Investment Advisory Group's VEU Position: Q1 2026 in Review

Investment Advisory Group increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 1.1% in Q1 2026, buying an estimated $3.87K and bringing the position to 4,714 shares worth $354K. The position accounts for 0.09% of the portfolio, ranked #139.

Investment Advisory Group first reported a position in VEU in Q4 2021 and has held it in 17 quarters since. 1,563 funds tracked by Wall St. Rank hold VEU as of Q1 2026.

Investment Advisory Group held 4,714 shares of Vanguard FTSE All-World ex-US ETF worth $354K as of Q1 2026.
Investment Advisory Group bought 50 Vanguard FTSE All-World ex-US ETF shares in Q1 2026, an estimated $3.87K.
Vanguard FTSE All-World ex-US ETF made up 0.09% of Investment Advisory Group's portfolio in Q1 2026, its #139 holding.
Investment Advisory Group first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2021 and has held it in 17 quarters since.
1,563 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2026.

Based on Investment Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.