MW
VEU icon

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

Marcum Wealth’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
2025
Q1 		$1.75M Sell
28,795
-100
-0.3% -$6.03K 0.15% 74
2024
Q4 		$1.66M Buy
28,895
+18,932
+190% +$1.14M 0.14% 74
2024
Q3 		$628K Buy
9,963
+161
+2% +$9.7K 0.06% 161
2024
Q2 		$575K Sell
9,802
-1,465
-13% -$86K 0.06% 168
2024
Q1 		$661K Buy
11,267
+97
+0.9% +$5.48K 0.07% 149
2023
Q4 		$627K Buy
11,170
+65
+0.6% +$3.44K 0.07% 148
2023
Q3 		$576K Sell
11,105
-346
-3% -$18.7K 0.07% 149
2023
Q2 		$623K Sell
11,451
-2,248
-16% -$122K 0.07% 139
2023
Q1 		$733K Sell
13,699
-2,313
-14% -$123K 0.09% 130
2022
Q4 		$803K Buy
16,012
+342
+2% +$16.6K 0.11% 114
2022
Q3 		$695K Buy
15,670
+593
+4% +$29.4K 0.11% 123
2022
Q2 		$753K Sell
15,077
-206
-1% -$11K 0.11% 114
2022
Q1 		$880K Buy
15,283
+291
+2% +$17.1K 0.12% 110
2021
Q4 		$919K Buy
14,992
+267
+2% +$16.5K 0.13% 106
2021
Q3 		$898K Buy
14,725
+604
+4% +$38K 0.14% 101
2021
Q2 		$895K Buy
14,121
+460
+3% +$29.1K 0.15% 106
2021
Q1 		$829K Buy
+13,661
New +$831K 0.14% 110
2020
Q4 		– Sell
-26,484
Closed -$1.34M – 156
2020
Q3 		$1.34M Sell
26,484
-50,399
-66% -$2.56M 0.41% 31
2020
Q2 		$3.66M Buy
+76,883
New +$3.44M 1.13% 17

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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CIAS
CBIZ Investment Advisory Services Independence, Ohio $2.74B AUM 14.19% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Marcum Wealth's VEU Position: Q1 2025 in Review

Marcum Wealth reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 0.35% in Q1 2025, selling an estimated $6.03K and leaving 28,795 shares worth $1.75M. The position accounts for 0.15% of the portfolio, ranked #74.

Marcum Wealth first reported a position in VEU in Q2 2020 and has held it in 19 quarters since. The position peaked at $3.66M in Q2 2020. 1,290 funds tracked by Wall St. Rank hold VEU as of Q1 2025.

  • Marcum Wealth held 28,795 shares of Vanguard FTSE All-World ex-US ETF worth $1.75M as of Q1 2025.
  • Marcum Wealth sold 100 Vanguard FTSE All-World ex-US ETF shares in Q1 2025, an estimated $6.03K.
  • Vanguard FTSE All-World ex-US ETF made up 0.15% of Marcum Wealth's portfolio in Q1 2025, its #74 holding.
  • Marcum Wealth first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2020 and has held it in 19 quarters since.
  • Marcum Wealth's Vanguard FTSE All-World ex-US ETF position peaked at $3.66M in Q2 2020.
  • 1,290 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.