M Holdings Securities’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

M Holdings Securities’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	$74.3M	Sell	896,343 -75,966	-8%	-$5.88M	5.03%	3
2025 Q4	$71.5M	Buy	972,309 +938,426	+2,770%	+$68.2M	5.12%	3
2025 Q3	$2.42M	Buy	+33,883	New	+$2.34M	0.51%	30
2025 Q2	–	Sell	-27,255	Closed	-$1.65M	–	208
2025 Q1	$1.65M	Buy	27,255 +2,758	+11%	+$166K	0.28%	67
2024 Q4	$1.41M	Buy	+24,497	New	+$1.48M	0.23%	71
2024 Q2	–	Sell	-27,781	Closed	-$1.63M	–	344
2024 Q1	$1.63M	Sell	27,781 -3,016	-10%	-$170K	0.27%	60
2023 Q4	$1.73M	Sell	30,797 -6,148	-17%	-$326K	0.2%	87
2023 Q3	$1.92M	Buy	+36,945	New	+$2M	0.25%	72
2023 Q1	–	Sell	-51,000	Closed	-$2.7M	–	586
2022 Q4	$2.56M	Sell	51,000 -7,196	-12%	-$349K	0.27%	75
2022 Q3	$2.58M	Sell	58,196 -5,429	-9%	-$269K	0.29%	77
2022 Q2	$3.18M	Sell	63,625 -388	-0.6%	-$20.8K	0.32%	70
2022 Q1	$3.69M	Buy	+64,013	New	+$3.77M	0.28%	70
2021 Q2	$4.56M	Sell	71,990 -15,068	-17%	-$953K	0.45%	56
2021 Q1	$5.28M	Buy	87,058 +12,215	+16%	+$743K	0.48%	47
2020 Q4	$4.37M	Buy	74,843 +2,275	+3%	+$124K	0.56%	43
2020 Q3	$3.66M	Buy	72,568 +12,741	+21%	+$646K	0.58%	39
2020 Q2	$2.85M	Sell	59,827 -71,212	-54%	-$3.19M	0.51%	54
2020 Q1	$5.38M	Sell	131,039 -28,292	-18%	-$1.39M	0.8%	28
2019 Q4	$8.56M	Buy	159,331 +11,763	+8%	+$611K	2.5%	6
2019 Q3	$7.36M	Buy	147,568 +1,182	+0.8%	+$58.9K	2.26%	5
2019 Q2	$7.46M	Buy	+146,386	New	+$7.39M	2.53%	3
2019 Q1	–	Sell	-118,604	Closed	-$5.41M	–	379
2018 Q4	$5.41M	Buy	118,604 +215	+0.2%	+$10.3K	1.68%	6
2018 Q3	$6.16M	Buy	118,389 +12,440	+12%	+$649K	1.61%	7
2018 Q2	$5.49M	Buy	105,949 +3,762	+4%	+$204K	1.51%	6
2018 Q1	$5.56M	Buy	102,187 +18,872	+23%	+$1.05M	1.7%	7
2017 Q4	$4.56M	Sell	83,315 -1,255	-1%	-$67.5K	1.37%	9
2017 Q3	$4.46M	Sell	84,570 -7,981	-9%	-$413K	1.41%	9
2017 Q2	$4.63M	Buy	92,551 +2,904	+3%	+$144K	1.58%	8
2017 Q1	$4.29M	Sell	89,647 -940	-1%	-$43.8K	1.65%	8
2016 Q4	$4M	Sell	90,587 -3,601	-4%	-$160K	1.39%	18
2016 Q3	$4.28M	Buy	94,188 +10,137	+12%	+$453K	1.95%	7
2016 Q2	$3.6M	Buy	84,051 +31,616	+60%	+$1.37M	1.84%	9
2016 Q1	$2.26M	Buy	52,435 +3,285	+7%	+$135K	1.39%	11
2015 Q4	$2.13M	Sell	49,150 -1,011	-2%	-$45.2K	1.43%	10
2015 Q3	$2.14M	Buy	50,161 +2,066	+4%	+$95.4K	1.52%	11
2015 Q2	$2.33M	Buy	48,095 +271	+0.6%	+$13.7K	1.56%	10
2015 Q1	$2.33M	Sell	47,824 -5,174	-10%	-$249K	1.52%	10
2014 Q4	$2.48M	Buy	52,998 +1,008	+2%	+$48.4K	1.61%	10
2014 Q3	$2.54M	Buy	51,990 +630	+1%	+$32.6K	1.42%	10
2014 Q2	$2.69M	Buy	51,360 +9,712	+23%	+$500K	1.72%	10
2014 Q1	$2.1M	Sell	41,648 -12,145	-23%	-$601K	2.2%	9
2013 Q4	$2.73M	Buy	+53,793	New	+$2.68M	1.95%	9

Other funds holding VEU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

M Holdings Securities's VEU Position: Q1 2026 in Review

M Holdings Securities reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 7.8% in Q1 2026, selling an estimated $5.88M and leaving 896,343 shares worth $74.3M. The position accounts for 5.03% of the portfolio, ranked #3.

M Holdings Securities first reported a position in VEU in Q4 2013 and has held it in 42 quarters since. 1,559 funds tracked by Wall St. Rank hold VEU as of Q1 2026.

M Holdings Securities held 896,343 shares of Vanguard FTSE All-World ex-US ETF worth $74.3M as of Q1 2026.
M Holdings Securities sold 75,966 Vanguard FTSE All-World ex-US ETF shares in Q1 2026, an estimated $5.88M.
Vanguard FTSE All-World ex-US ETF made up 5.03% of M Holdings Securities's portfolio in Q1 2026, its #3 holding.
M Holdings Securities first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2013 and has held it in 42 quarters since.
1,559 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.