MFAM
VEU icon

M Financial Asset Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

M Financial Asset 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
2024
Q4 		$4.94M Sell
85,644
-25,620
-23% -$1.54M 23.93% 2
2024
Q3 		$7.01M Sell
111,264
-5,416
-5% -$326K 27.19% 1
2024
Q2 		$6.84M Sell
116,680
-60,543
-34% -$3.55M 26.37% 2
2024
Q1 		$12M Buy
177,223
+17,802
+11% +$1.01M 33.5% 1
2023
Q4 		$8.95M Sell
159,421
-564
-0.4% -$29.9K 28.25% 1
2023
Q3 		$8.3M Buy
159,985
+1,036
+0.7% +$56.1K 28% 1
2023
Q2 		$8.65M Sell
158,949
-983
-0.6% -$53.3K 27.87% 1
2023
Q1 		$8.55M Sell
159,932
-687
-0.4% -$36.4K 30.27% 1
2022
Q4 		$8.19M Buy
160,619
+8,194
+5% +$398K 29.89% 1
2022
Q3 		$6.76M Sell
152,425
-14,187
-9% -$702K 28.96% 1
2022
Q2 		$8.32M Sell
166,612
-2,341
-1% -$125K 34.96% 1
2022
Q1 		$9.73M Buy
168,953
+12,145
+8% +$715K 40.3% 1
2021
Q4 		$9.61M Buy
156,808
+7,501
+5% +$464K 40.74% 1
2021
Q3 		$9.1M Buy
149,307
+4,927
+3% +$310K 44.05% 1
2021
Q2 		$9.15M Buy
144,380
+3,141
+2% +$199K 55.04% 1
2021
Q1 		$8.57M Sell
141,239
-2,712
-2% -$165K 68.36% 1
2020
Q4 		$8.4M Buy
143,951
+10,361
+8% +$565K 68.71% 1
2020
Q3 		$6.74M Sell
133,590
-6,023
-4% -$306K 68.61% 1
2020
Q2 		$6.65M Buy
139,613
+1,539
+1% +$68.9K 61.09% 1
2020
Q1 		$5.66M Sell
138,074
-9,456
-6% -$465K 63.88% 1
2019
Q4 		$7.93M Sell
147,530
-1,402
-0.9% -$72.8K 61.51% 1
2019
Q3 		$7.43M Buy
148,932
+1,788
+1% +$89.1K 61.76% 1
2019
Q2 		$7.5M Sell
147,144
-21,043
-13% -$1.06M 62.45% 1
2019
Q1 		$8.44M Buy
168,187
+71,553
+74% +$3.5M 64.36% 1
2018
Q4 		$4.41M Buy
96,634
+2,008
+2% +$96.4K 65.57% 1
2018
Q3 		$4.95M Buy
94,626
+6,962
+8% +$363K 63.77% 1
2018
Q2 		$4.54M Sell
87,664
-8,065
-8% -$437K 61.24% 1
2018
Q1 		$5.21M Sell
95,729
-46,623
-33% -$2.6M 62.12% 1
2017
Q4 		$7.79M Buy
+142,352
New +$7.66M 61.13% 1

Other funds holding VEU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

M Financial Asset Management's VEU Position: Q4 2024 in Review

M Financial Asset Management reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 23% in Q4 2024, selling an estimated $1.54M and leaving 85,644 shares worth $4.94M. The position accounts for 23.93% of the portfolio, ranked #2.

M Financial Asset Management first reported a position in VEU in Q4 2017 and has held it in 29 quarters since. The position peaked at $12M in Q1 2024. 1,289 funds tracked by Wall St. Rank hold VEU as of Q4 2024.

  • M Financial Asset Management held 85,644 shares of Vanguard FTSE All-World ex-US ETF worth $4.94M as of Q4 2024.
  • M Financial Asset Management sold 25,620 Vanguard FTSE All-World ex-US ETF shares in Q4 2024, an estimated $1.54M.
  • Vanguard FTSE All-World ex-US ETF made up 23.93% of M Financial Asset Management's portfolio in Q4 2024, its #2 holding.
  • M Financial Asset Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2017 and has held it in 29 quarters since.
  • M Financial Asset Management's Vanguard FTSE All-World ex-US ETF position peaked at $12M in Q1 2024.
  • 1,289 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2024.

Based on M Financial Asset Management's 13F filing for Q4 2024, filed 3 Feb 2025.