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Lyell Wealth Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Lyell Wealth Management’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 		$1.47M Hold
19,570
– – 0.11% 101
2025
Q4 		$1.44M Hold
19,570
– – 0.1% 101
2025
Q3 		$1.4M Hold
19,570
– – 0.1% 101
2025
Q2 		$1.32M Buy
+19,570
New +$1.24M 0.1% 103

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lyell Wealth Management's VEU Position: Q1 2026 in Review

Lyell Wealth Management held its Vanguard FTSE All-World ex-US ETF (VEU) position steady in Q1 2026 at 19,570 shares worth $1.47M. The position accounts for 0.11% of the portfolio, ranked #101.

Lyell Wealth Management first reported a position in VEU in Q2 2025 and has held it in 4 quarters since. 1,563 funds tracked by Wall St. Rank hold VEU as of Q1 2026.

  • Lyell Wealth Management held 19,570 shares of Vanguard FTSE All-World ex-US ETF worth $1.47M as of Q1 2026.
  • Lyell Wealth Management left its Vanguard FTSE All-World ex-US ETF share count unchanged in Q1 2026.
  • Vanguard FTSE All-World ex-US ETF made up 0.11% of Lyell Wealth Management's portfolio in Q1 2026, its #101 holding.
  • Lyell Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,563 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.