Level Four Advisory Services’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Level Four Advisory Services’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	$450K	Buy	5,992 +2,392	+66%	+$185K	0.01%	615
2025 Q4	$265K	Buy	3,600 +304	+9%	+$22.1K	0.01%	728
2025 Q3	$235K	Buy	+3,296	New	+$227K	0.01%	733
2024 Q4	–	Sell	-4,895	Closed	-$294K	–	796
2024 Q3	$294K	Sell	4,895 -232	-5%	-$14K	0.01%	636
2024 Q2	$301K	Sell	5,127 -1,917	-27%	-$112K	0.01%	613
2024 Q1	$395K	Hold	7,044	–	–	0.02%	537
2023 Q4	$395K	Buy	7,044 +216	+3%	+$11.4K	0.02%	534
2023 Q3	$354K	Sell	6,828 -1	-0%	-$54	0.02%	539
2023 Q2	$372K	Buy	+6,829	New	+$370K	0.02%	565
2022 Q1	–	Sell	-3,271	Closed	-$200K	–	706
2021 Q4	$200K	Buy	+3,271	New	+$202K	0.02%	617
2021 Q3	–	Sell	-8,249	Closed	-$523K	–	643
2021 Q2	$523K	Buy	8,249 +258	+3%	+$16.3K	0.04%	389
2021 Q1	$485K	Buy	7,991 +57	+0.7%	+$3.47K	0.04%	388
2020 Q4	$463K	Sell	7,934 -376	-5%	-$20.5K	0.04%	376
2020 Q3	$419K	Sell	8,310 -7,528	-48%	-$382K	0.03%	379
2020 Q2	$752K	Buy	15,838 +6,244	+65%	+$280K	0.06%	298
2020 Q1	$395K	Sell	9,594 -143	-1%	-$7.03K	0.05%	342
2019 Q4	$1.11M	Sell	9,737 -851	-8%	-$44.2K	0.04%	265
2019 Q3	$528K	Sell	10,588 -4,194	-28%	-$209K	0.05%	315
2019 Q2	$754K	Sell	14,782 -1,859	-11%	-$93.8K	0.08%	247
2019 Q1	$835K	Sell	16,641 -1,175	-7%	-$57.5K	0.09%	221
2018 Q4	$812K	Sell	17,816 -45,042	-72%	-$2.16M	0.1%	204
2018 Q3	$3.27M	Sell	62,858 -111,673	-64%	-$5.82M	0.35%	70
2018 Q2	$9.05M	Sell	174,531 -20,103	-10%	-$1.09M	0.66%	31
2018 Q1	$10.6M	Buy	194,634 +67,105	+53%	+$3.74M	0.82%	20
2017 Q4	$6.98M	Buy	127,529 +7,169	+6%	+$386K	0.54%	43
2017 Q3	$6.34M	Buy	120,360 +100,875	+518%	+$5.22M	0.56%	40
2017 Q2	$928K	Sell	19,485 -418	-2%	-$20.7K	0.14%	157
2017 Q1	$948K	Buy	19,903 +12,922	+185%	+$602K	0.1%	211
2016 Q4	$308K	Buy	+6,981	New	+$310K	0.04%	359

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

Level Four Advisory Services's VEU Position: Q1 2026 in Review

Level Four Advisory Services increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 66% in Q1 2026, buying an estimated $185K and bringing the position to 5,992 shares worth $450K. The position accounts for 0.01% of the portfolio, ranked #615.

Level Four Advisory Services first reported a position in VEU in Q4 2016 and has held it in 29 quarters since. The position peaked at $10.6M in Q1 2018. 1,559 funds tracked by Wall St. Rank hold VEU as of Q1 2026.

Level Four Advisory Services held 5,992 shares of Vanguard FTSE All-World ex-US ETF worth $450K as of Q1 2026.
Level Four Advisory Services bought 2,392 Vanguard FTSE All-World ex-US ETF shares in Q1 2026, an estimated $185K.
Vanguard FTSE All-World ex-US ETF made up 0.01% of Level Four Advisory Services's portfolio in Q1 2026, its #615 holding.
Level Four Advisory Services first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2016 and has held it in 29 quarters since.
Level Four Advisory Services's Vanguard FTSE All-World ex-US ETF position peaked at $10.6M in Q1 2018.
1,559 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.