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Lokken Investment Group’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Lokken Investment 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
2025
Q3 		$1.81M Buy
25,418
+1,822
+8% +$126K 0.62% 43
2025
Q2 		$1.59M Buy
23,596
+8,290
+54% +$525K 0.61% 46
2025
Q1 		$928K Buy
15,306
+863
+6% +$52K 0.39% 63
2024
Q4 		$829K Sell
14,443
-956
-6% -$57.6K 0.36% 69
2024
Q3 		$970K Sell
15,399
-285
-2% -$17.2K 0.4% 64
2024
Q2 		$920K Sell
15,684
-592
-4% -$34.7K 0.43% 59
2024
Q1 		$955K Sell
16,276
-607
-4% -$34.3K 0.48% 56
2023
Q4 		$948K Buy
16,883
+1,782
+12% +$94.4K 0.54% 49
2023
Q3 		$783K Buy
15,101
+1,810
+14% +$97.9K 0.51% 47
2023
Q2 		$723K Buy
13,291
+333
+3% +$18K 0.47% 53
2023
Q1 		$693K Sell
12,958
-15,654
-55% -$829K 0.53% 45
2022
Q4 		$1.43M Buy
28,612
+13,104
+84% +$636K 1.13% 24
2022
Q3 		$688K Buy
15,508
+573
+4% +$28.4K 0.59% 41
2022
Q2 		$746K Sell
14,935
-92
-0.6% -$4.93K 0.6% 37
2022
Q1 		$809K Buy
15,027
+1,143
+8% +$67.3K 0.64% 37
2021
Q4 		$851K Sell
13,884
-1,057
-7% -$65.4K 0.61% 35
2021
Q3 		$911K Buy
14,941
+463
+3% +$29.1K 0.72% 33
2021
Q2 		$918K Buy
14,478
+17
+0.1% +$1.07K 0.75% 32
2021
Q1 		$877K Sell
14,461
-59
-0.4% -$3.59K 0.77% 32
2020
Q4 		$847K Buy
+14,520
New +$791K 0.77% 29

Other funds holding VEU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lokken Investment Group's VEU Position: Q3 2025 in Review

Lokken Investment Group increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 7.7% in Q3 2025, buying an estimated $126K and bringing the position to 25,418 shares worth $1.81M. The position accounts for 0.62% of the portfolio, ranked #43.

Lokken Investment Group first reported a position in VEU in Q4 2020 and has held it in 20 quarters since. 1,389 funds tracked by Wall St. Rank hold VEU as of Q3 2025.

  • Lokken Investment Group held 25,418 shares of Vanguard FTSE All-World ex-US ETF worth $1.81M as of Q3 2025.
  • Lokken Investment Group bought 1,822 Vanguard FTSE All-World ex-US ETF shares in Q3 2025, an estimated $126K.
  • Vanguard FTSE All-World ex-US ETF made up 0.62% of Lokken Investment Group's portfolio in Q3 2025, its #43 holding.
  • Lokken Investment Group first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2020 and has held it in 20 quarters since.
  • 1,389 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.