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

Martel Wealth Advisors’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	$703K	Buy	8,395 +39	+0.5%	+$3.19K	0.11%	37
2026 Q1	$628K	Buy	8,356 +13	+0.2%	+$1.01K	0.11%	39
2025 Q4	$614K	Buy	8,343 +140	+2%	+$10.2K	0.1%	38
2025 Q3	$585K	Buy	8,203 +41	+0.5%	+$2.83K	0.1%	40
2025 Q2	$549K	Buy	8,162 +57	+0.7%	+$3.61K	0.1%	41
2025 Q1	$492K	Buy	8,105 +25	+0.3%	+$1.51K	0.1%	45
2024 Q4	$464K	Buy	8,080 +129	+2%	+$7.77K	0.09%	47
2024 Q3	$500K	Buy	7,951 +32	+0.4%	+$1.93K	0.1%	34
2024 Q2	$464K	Buy	7,919 +61	+0.8%	+$3.58K	0.1%	35
2024 Q1	$461K	Buy	7,858 +29	+0.4%	+$1.64K	0.1%	35
2023 Q4	$440K	Buy	7,829 +117	+2%	+$6.2K	0.1%	35
2023 Q3	$400K	Buy	7,712 +43	+0.6%	+$2.33K	0.1%	34
2023 Q2	$417K	Buy	7,669 +86	+1%	+$4.66K	0.1%	35
2023 Q1	$405K	Buy	7,583 +17	+0.2%	+$901	0.1%	34
2022 Q4	$379K	Buy	7,566 +92	+1%	+$4.46K	0.1%	37
2022 Q3	$332K	Buy	7,474 +43	+0.6%	+$2.13K	0.09%	38
2022 Q2	$371K	Buy	7,431 +84	+1%	+$4.5K	0.1%	39
2022 Q1	$423K	Buy	7,347 +13	+0.2%	+$765	0.1%	38
2021 Q4	$449K	Buy	7,334 +100	+1%	+$6.19K	0.11%	36
2021 Q3	$441K	Buy	7,234 +42	+0.6%	+$2.64K	0.11%	35
2021 Q2	$456K	Buy	7,192 +57	+0.8%	+$3.61K	0.11%	36
2021 Q1	$433K	Buy	7,135 +19	+0.3%	+$1.16K	0.12%	35
2020 Q4	$415K	Buy	7,116 +55	+0.8%	+$3K	0.12%	36
2020 Q3	$356K	Buy	7,061 +49	+0.7%	+$2.49K	0.12%	36
2020 Q2	$334K	Buy	+7,012	New	+$314K	0.12%	35

Other funds holding VEU

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

FCC

Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Martel Wealth Advisors's VEU Position: Q2 2026 in Review

Martel Wealth Advisors increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 0.47% in Q2 2026, buying an estimated $3.19K and bringing the position to 8,395 shares worth $703K. The position accounts for 0.11% of the portfolio, ranked #37.

Martel Wealth Advisors first reported a position in VEU in Q2 2020 and has held it in 25 quarters since. 327 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

Martel Wealth Advisors held 8,395 shares of Vanguard FTSE All-World ex-US ETF worth $703K as of Q2 2026.
Martel Wealth Advisors bought 39 Vanguard FTSE All-World ex-US ETF shares in Q2 2026, an estimated $3.19K.
Vanguard FTSE All-World ex-US ETF made up 0.11% of Martel Wealth Advisors's portfolio in Q2 2026, its #37 holding.
Martel Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2020 and has held it in 25 quarters since.
327 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.