LWM Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

LWM Advisors’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	$331K	Sell	3,950 -567	-13%	-$46.3K	0.25%	26
2026 Q1	$339K	Hold	4,517	–	–	0.29%	22
2025 Q4	$332K	Hold	4,517	–	–	0.29%	21
2025 Q3	$322K	Sell	4,517 -6	-0.1%	-$414	0.29%	21
2025 Q2	$304K	Hold	4,523	–	–	0.29%	21
2025 Q1	$287K	Sell	4,523 -8	-0.2%	-$482	0.29%	22
2024 Q4	$260K	Buy	+4,531	New	+$273K	0.26%	19

Other funds holding VEU

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

FCC

Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

LWM Advisors's VEU Position: Q2 2026 in Review

LWM Advisors reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 13% in Q2 2026, selling an estimated $46.3K and leaving 3,950 shares worth $331K. The position accounts for 0.25% of the portfolio, ranked #26.

LWM Advisors first reported a position in VEU in Q4 2024 and has held it in 7 quarters since. The position peaked at $339K in Q1 2026. 355 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

LWM Advisors held 3,950 shares of Vanguard FTSE All-World ex-US ETF worth $331K as of Q2 2026.
LWM Advisors sold 567 Vanguard FTSE All-World ex-US ETF shares in Q2 2026, an estimated $46.3K.
Vanguard FTSE All-World ex-US ETF made up 0.25% of LWM Advisors's portfolio in Q2 2026, its #26 holding.
LWM Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2024 and has held it in 7 quarters since.
LWM Advisors's Vanguard FTSE All-World ex-US ETF position peaked at $339K in Q1 2026.
355 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

Based on LWM Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.