Klingman & Associates’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Klingman & Associates’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	$3.57M	Sell	47,597 -4,060	-8%	-$315K	0.17%	57
2025 Q4	$3.8M	Sell	51,657 -53	-0.1%	-$3.85K	0.18%	55
2025 Q3	$3.69M	Buy	51,710 +573	+1%	+$39.5K	0.19%	55
2025 Q2	$3.44M	Hold	51,137	–	–	0.19%	52
2025 Q1	$3.1M	Buy	51,137 +11,000	+27%	+$663K	0.19%	52
2024 Q4	$2.3M	Buy	40,137 +8,649	+27%	+$521K	0.14%	64
2024 Q3	$1.98M	Sell	31,488 -1,300	-4%	-$78.3K	0.12%	73
2024 Q2	$1.92M	Hold	32,788	–	–	0.13%	70
2024 Q1	$1.92M	Hold	32,788	–	–	0.13%	70
2023 Q4	$1.84M	Hold	32,788	–	–	0.14%	67
2023 Q3	$1.7M	Hold	32,788	–	–	0.14%	67
2023 Q2	$1.78M	Sell	32,788 -509	-2%	-$27.6K	0.14%	64
2023 Q1	$1.78M	Hold	33,297	–	–	0.15%	60
2022 Q4	$1.67M	Sell	33,297 -1,000	-3%	-$48.5K	0.15%	61
2022 Q3	$1.52M	Sell	34,297 -982	-3%	-$48.6K	0.15%	59
2022 Q2	$1.76M	Sell	35,279 -4,780	-12%	-$256K	0.17%	56
2022 Q1	$2.31M	Buy	40,059 +500	+1%	+$29.4K	0.2%	47
2021 Q4	$2.42M	Sell	39,559 -5	-0%	-$309	0.21%	42
2021 Q3	$2.41M	Sell	39,564 -130	-0.3%	-$8.18K	0.23%	41
2021 Q2	$2.52M	Hold	39,694	–	–	0.24%	39
2021 Q1	$2.41M	Sell	39,694 -4,250	-10%	-$259K	0.25%	37
2020 Q4	$2.56M	Sell	43,944 -300	-0.7%	-$16.4K	0.3%	36
2020 Q3	$2.23M	Sell	44,244 -945	-2%	-$47.9K	0.3%	36
2020 Q2	$2.15M	Sell	45,189 -1,358	-3%	-$60.8K	0.33%	37
2020 Q1	$1.91M	Sell	46,547 -2,606	-5%	-$128K	0.39%	37
2019 Q4	$2.64M	Buy	49,153 +4,947	+11%	+$257K	0.43%	34
2019 Q3	$2.21M	Buy	44,206 +4	+0%	+$199	0.4%	34
2019 Q2	$2.25M	Buy	44,202 +207	+0.5%	+$10.4K	0.42%	34
2019 Q1	$2.21M	Buy	43,995 +202	+0.5%	+$9.89K	0.43%	33
2018 Q4	$2M	Sell	43,793 -2,480	-5%	-$119K	0.45%	31
2018 Q3	$2.41M	Buy	46,273 +2,220	+5%	+$116K	0.49%	28
2018 Q2	$2.28M	Buy	44,053 +64	+0.1%	+$3.47K	0.49%	29
2018 Q1	$2.39M	Buy	43,989 +68	+0.2%	+$3.79K	0.54%	26
2017 Q4	$2.4M	Sell	43,921 -201	-0.5%	-$10.8K	0.53%	26
2017 Q3	$2.33M	Buy	44,122 +3,649	+9%	+$189K	0.57%	26
2017 Q2	$2.02M	Buy	40,473 +2,174	+6%	+$108K	0.54%	25
2017 Q1	$1.83M	Buy	38,299 +1,966	+5%	+$91.6K	0.51%	25
2016 Q4	$1.6M	Sell	36,333 -995	-3%	-$44.1K	0.49%	29
2016 Q3	$1.7M	Sell	37,328 -1,496	-4%	-$66.9K	0.51%	31
2016 Q2	$1.66M	Buy	38,824 +67	+0.2%	+$2.9K	0.54%	30
2016 Q1	$1.67M	Sell	38,757 -48	-0.1%	-$1.97K	0.6%	29
2015 Q4	$1.69M	Sell	38,805 -24,237	-38%	-$1.08M	0.63%	28
2015 Q3	$2.69M	Buy	63,042 +10,916	+21%	+$504K	1.05%	17
2015 Q2	$2.53M	Buy	52,126 +10,000	+24%	+$507K	1%	19
2015 Q1	$2.05M	Buy	42,126 +8,702	+26%	+$418K	0.84%	19
2014 Q4	$1.57M	Buy	+33,424	New	+$1.61M	0.65%	25

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

Klingman & Associates's VEU Position: Q1 2026 in Review

Klingman & Associates reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 7.9% in Q1 2026, selling an estimated $315K and leaving 47,597 shares worth $3.57M. The position accounts for 0.17% of the portfolio, ranked #57.

Klingman & Associates first reported a position in VEU in Q4 2014 and has held it in 46 quarters since. The position peaked at $3.8M in Q4 2025. 1,559 funds tracked by Wall St. Rank hold VEU as of Q1 2026.

Klingman & Associates held 47,597 shares of Vanguard FTSE All-World ex-US ETF worth $3.57M as of Q1 2026.
Klingman & Associates sold 4,060 Vanguard FTSE All-World ex-US ETF shares in Q1 2026, an estimated $315K.
Vanguard FTSE All-World ex-US ETF made up 0.17% of Klingman & Associates's portfolio in Q1 2026, its #57 holding.
Klingman & Associates first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2014 and has held it in 46 quarters since.
Klingman & Associates's Vanguard FTSE All-World ex-US ETF position peaked at $3.8M in Q4 2025.
1,559 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.