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Lake Street Advisors Group’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Lake Street Advisors 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
2024
Q4 		$8.85M Sell
154,235
-1,390
-0.9% -$83.8K 0.41% 44
2024
Q3 		$9.8M Buy
155,625
+1
+0% +$60 0.45% 39
2024
Q2 		$9.13M Buy
155,624
+2
+0% +$117 0.44% 43
2024
Q1 		$9.13M Hold
155,622
– – 0.43% 45
2023
Q4 		$8.74M Buy
155,622
+434
+0.3% +$23K 0.44% 44
2023
Q3 		$8.05M Sell
155,188
-27,924
-15% -$1.51M 0.48% 42
2023
Q2 		$9.96M Sell
183,112
-33,397
-15% -$1.81M 0.55% 36
2023
Q1 		$11.6M Sell
216,509
-27,190
-11% -$1.44M 0.72% 31
2022
Q4 		$12.2M Buy
243,699
+1,431
+0.6% +$69.4K 0.8% 29
2022
Q3 		$10.7M Buy
242,268
+2,495
+1% +$123K 0.78% 27
2022
Q2 		$12M Buy
239,773
+1,634
+0.7% +$87.5K 0.85% 25
2022
Q1 		$13.7M Buy
238,139
+367
+0.2% +$21.6K 0.87% 23
2021
Q4 		$14.6M Buy
+237,772
New +$14.7M 0.92% 23
2021
Q3 		– Sell
-225,334
Closed -$14.3M – 418
2021
Q2 		$14.3M Buy
225,334
+1,041
+0.5% +$65.9K 1.05% 21
2021
Q1 		$13.6M Buy
224,293
+288
+0.1% +$17.5K 1.11% 21
2020
Q4 		$13.1M Buy
224,005
+931
+0.4% +$50.7K 1.08% 21
2020
Q3 		$11.3M Buy
223,074
+871
+0.4% +$44.2K 1.06% 21
2020
Q2 		$10.6M Buy
222,203
+2,033
+0.9% +$91.1K 1.07% 23
2020
Q1 		$9.03M Sell
220,170
-56,065
-20% -$2.76M 1.12% 19
2019
Q4 		$14.8M Sell
276,235
-25,728
-9% -$1.34M 1.46% 19
2019
Q3 		$12.5M Sell
301,963
-737
-0.2% -$36.7K 1.36% 19
2019
Q2 		$15.4M Sell
302,700
-46,507
-13% -$2.35M 1.63% 16
2019
Q1 		$17.5M Buy
349,207
+34,300
+11% +$1.68M 1.84% 16
2018
Q4 		$14.4M Sell
314,907
-4,980
-2% -$239K 1.75% 15
2018
Q3 		$16.6M Sell
319,887
-67,861
-18% -$3.54M 1.85% 16
2018
Q2 		$20.1M Buy
387,748
+56,487
+17% +$3.06M 2.01% 13
2018
Q1 		$18M Sell
331,261
-712
-0.2% -$39.7K 2.02% 14
2017
Q4 		$18.2M Buy
+331,973
New +$17.9M 2.05% 13

Other funds holding VEU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lake Street Advisors Group's VEU Position: Q4 2024 in Review

Lake Street Advisors Group reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 0.89% in Q4 2024, selling an estimated $83.8K and leaving 154,235 shares worth $8.85M. The position accounts for 0.41% of the portfolio, ranked #44.

Lake Street Advisors Group first reported a position in VEU in Q4 2017 and has held it in 28 quarters since. The position peaked at $20.1M in Q2 2018. 1,288 funds tracked by Wall St. Rank hold VEU as of Q4 2024.

  • Lake Street Advisors Group held 154,235 shares of Vanguard FTSE All-World ex-US ETF worth $8.85M as of Q4 2024.
  • Lake Street Advisors Group sold 1,390 Vanguard FTSE All-World ex-US ETF shares in Q4 2024, an estimated $83.8K.
  • Vanguard FTSE All-World ex-US ETF made up 0.41% of Lake Street Advisors Group's portfolio in Q4 2024, its #44 holding.
  • Lake Street Advisors Group first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2017 and has held it in 28 quarters since.
  • Lake Street Advisors Group's Vanguard FTSE All-World ex-US ETF position peaked at $20.1M in Q2 2018.
  • 1,288 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.