Kelman-Lazarov Inc’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Kelman-Lazarov Inc’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 Q4	–	Sell	-3,883	Closed	-$277K	–	137
2025 Q3	$277K	Buy	+3,883	New	+$268K	0.04%	121
2018 Q2	–	Sell	-3,825	Closed	-$208K	–	110
2018 Q1	$208K	Sell	3,825 -250	-6%	-$13.9K	0.11%	105
2017 Q4	$223K	Sell	4,075 -100	-2%	-$5.38K	0.11%	107
2017 Q3	$220K	Hold	4,175	–	–	0.12%	106
2017 Q2	$209K	Buy	+4,175	New	+$207K	0.11%	108
2017 Q1	–	Sell	-3,775	Closed	-$167K	–	250
2016 Q4	$167K	Buy	3,775 +100	+3%	+$4.43K	0.09%	111
2016 Q3	$166K	Buy	3,675 +350	+11%	+$15.6K	0.09%	112
2016 Q2	$143K	Sell	3,325 -100	-3%	-$4.33K	0.08%	123
2016 Q1	$147K	Buy	+3,425	New	+$140K	0.09%	128

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 $424B AUM 22.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kelman-Lazarov Inc's VEU Position: Q4 2025 in Review

Kelman-Lazarov Inc sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q4 2025, closing a stake of 3,883 shares — an estimated $277K sold.

Kelman-Lazarov Inc first reported a position in VEU in Q1 2016 and held it in 9 quarters. The position peaked at $277K in Q3 2025. 1,529 funds tracked by Wall St. Rank hold VEU as of Q4 2025.

Kelman-Lazarov Inc reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q4 2025 after selling out during the quarter.
Kelman-Lazarov Inc sold 3,883 Vanguard FTSE All-World ex-US ETF shares in Q4 2025, an estimated $277K.
Kelman-Lazarov Inc first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2016 and held it in 9 quarters.
Kelman-Lazarov Inc's Vanguard FTSE All-World ex-US ETF position peaked at $277K in Q3 2025.
1,529 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2025.

Based on Kelman-Lazarov Inc's 13F filing for Q4 2025, filed 26 Jan 2026.