LifePlan Financial’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

LifePlan Financial’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	$553K	Sell	6,603 -210	-3%	-$17.2K	0.39%	67
2026 Q1	$512K	Sell	6,813 -790	-10%	-$61.2K	0.38%	67
2025 Q4	$559K	Sell	7,603 -294	-4%	-$21.4K	0.43%	66
2025 Q3	$564K	Sell	7,897 -596	-7%	-$41.1K	0.45%	63
2025 Q2	$571K	Buy	8,493 +1	+0%	+$63	0.47%	59
2025 Q1	$515K	Buy	8,492 +573	+7%	+$34.5K	0.45%	60
2024 Q4	$455K	Sell	7,919 -596	-7%	-$35.9K	0.4%	63
2024 Q3	$536K	Sell	8,515 -237	-3%	-$14.3K	0.46%	59
2024 Q2	$513K	Buy	8,752 +233	+3%	+$13.7K	0.47%	57
2024 Q1	$500K	Buy	8,519 +420	+5%	+$23.7K	0.46%	60
2023 Q4	$455K	Buy	+8,099	New	+$429K	0.46%	66

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

LifePlan Financial's VEU Position: Q2 2026 in Review

LifePlan Financial reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 3.1% in Q2 2026, selling an estimated $17.2K and leaving 6,603 shares worth $553K. The position accounts for 0.39% of the portfolio, ranked #67.

LifePlan Financial first reported a position in VEU in Q4 2023 and has held it in 11 quarters since. The position peaked at $571K in Q2 2025. 1,619 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

LifePlan Financial held 6,603 shares of Vanguard FTSE All-World ex-US ETF worth $553K as of Q2 2026.
LifePlan Financial sold 210 Vanguard FTSE All-World ex-US ETF shares in Q2 2026, an estimated $17.2K.
Vanguard FTSE All-World ex-US ETF made up 0.39% of LifePlan Financial's portfolio in Q2 2026, its #67 holding.
LifePlan Financial first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2023 and has held it in 11 quarters since.
LifePlan Financial's Vanguard FTSE All-World ex-US ETF position peaked at $571K in Q2 2025.
1,619 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

Based on LifePlan Financial's 13F filing for Q2 2026, filed 21 Jul 2026.