LRI Investments’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

LRI Investments’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	$44M	Buy	525,305 +10,020	+2%	+$819K	3.54%	5
2026 Q1	$38.7M	Buy	515,285 +6,452	+1%	+$500K	3.43%	5
2025 Q4	$37.4M	Buy	508,833 +17,746	+4%	+$1.29M	3.02%	5
2025 Q3	$35M	Buy	491,087 +23,988	+5%	+$1.66M	2.87%	5
2025 Q2	$31.4M	Buy	467,099 +26,741	+6%	+$1.69M	2.67%	4
2025 Q1	$26.7M	Buy	440,358 +407,836	+1,254%	+$24.6M	2.58%	6
2024 Q4	$1.87M	Buy	32,522 +82	+0.3%	+$4.94K	0.18%	47
2024 Q3	$1.91M	Buy	32,440 +31,713	+4,362%	+$1.91M	0.19%	48
2024 Q2	$42.6K	Hold	727	–	–	﹤0.01%	497
2024 Q1	$42.6K	Buy	+727	New	+$41.1K	0.01%	285

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

LRI Investments's VEU Position: Q2 2026 in Review

LRI Investments increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 1.9% in Q2 2026, buying an estimated $819K and bringing the position to 525,305 shares worth $44M. The position accounts for 3.54% of the portfolio, ranked #5.

LRI Investments first reported a position in VEU in Q1 2024 and has held it in 10 quarters since. 1,621 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

LRI Investments held 525,305 shares of Vanguard FTSE All-World ex-US ETF worth $44M as of Q2 2026.
LRI Investments bought 10,020 Vanguard FTSE All-World ex-US ETF shares in Q2 2026, an estimated $819K.
Vanguard FTSE All-World ex-US ETF made up 3.54% of LRI Investments's portfolio in Q2 2026, its #5 holding.
LRI Investments first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2024 and has held it in 10 quarters since.
1,621 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.