J.M. Forbes & Co’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

J.M. Forbes & Co’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	$253K	Hold	3,025	–	–	0.02%	143
2026 Q1	$227K	Buy	+3,025	New	+$234K	0.02%	142
2020 Q1	–	Sell	-166,862	Closed	-$8.97M	–	107
2019 Q4	$8.97M	Buy	166,862 +16,947	+11%	+$880K	1.47%	35
2019 Q3	$7.48M	Buy	149,915 +1,027	+0.7%	+$51.2K	1.44%	34
2019 Q2	$7.59M	Buy	148,888 +15,653	+12%	+$790K	1.47%	34
2019 Q1	$6.68M	Buy	133,235 +3,089	+2%	+$151K	1.43%	34
2018 Q4	$5.93M	Buy	+130,146	New	+$6.25M	1.4%	34

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

J.M. Forbes & Co's VEU Position: Q2 2026 in Review

J.M. Forbes & Co held its Vanguard FTSE All-World ex-US ETF (VEU) position steady in Q2 2026 at 3,025 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #143.

J.M. Forbes & Co first reported a position in VEU in Q4 2018 and has held it in 7 quarters since. The position peaked at $8.97M in Q4 2019. 1,621 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

J.M. Forbes & Co held 3,025 shares of Vanguard FTSE All-World ex-US ETF worth $253K as of Q2 2026.
J.M. Forbes & Co left its Vanguard FTSE All-World ex-US ETF share count unchanged in Q2 2026.
Vanguard FTSE All-World ex-US ETF made up 0.02% of J.M. Forbes & Co's portfolio in Q2 2026, its #143 holding.
J.M. Forbes & Co first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2018 and has held it in 7 quarters since.
J.M. Forbes & Co's Vanguard FTSE All-World ex-US ETF position peaked at $8.97M in Q4 2019.
1,621 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.