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 Q2	$1.64M	Hold	19,570	–	–	0.1%	106
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 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

Lyell Wealth Management's VEU Position: Q2 2026 in Review

Lyell Wealth Management held its Vanguard FTSE All-World ex-US ETF (VEU) position steady in Q2 2026 at 19,570 shares worth $1.64M. The position accounts for 0.1% of the portfolio, ranked #106.

Lyell Wealth Management first reported a position in VEU in Q2 2025 and has held it in 5 quarters since. 1,632 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

Lyell Wealth Management held 19,570 shares of Vanguard FTSE All-World ex-US ETF worth $1.64M as of Q2 2026.
Lyell Wealth Management left its Vanguard FTSE All-World ex-US ETF share count unchanged in Q2 2026.
Vanguard FTSE All-World ex-US ETF made up 0.1% of Lyell Wealth Management's portfolio in Q2 2026, its #106 holding.
Lyell Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2025 and has held it in 5 quarters since.
1,632 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.