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Mason Investment Advisory Services’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Mason Investment Advisory Services’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 		– Sell
-3,035
Closed -$223K – 83
2025
Q4 		$223K Buy
3,035
+6
+0.2% +$436 0.01% 75
2025
Q3 		$216K Buy
+3,029
New +$209K 0.01% 77

Other funds holding VEU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $424B AUM 22.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mason Investment Advisory Services's VEU Position: Q1 2026 in Review

Mason Investment Advisory Services sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q1 2026, closing a stake of 3,035 shares — an estimated $223K sold.

Mason Investment Advisory Services first reported a position in VEU in Q3 2025 and held it in 2 quarters. The position peaked at $223K in Q4 2025. 1,566 funds tracked by Wall St. Rank hold VEU as of Q1 2026.

  • Mason Investment Advisory Services reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q1 2026 after selling out during the quarter.
  • Mason Investment Advisory Services sold 3,035 Vanguard FTSE All-World ex-US ETF shares in Q1 2026, an estimated $223K.
  • Mason Investment Advisory Services first reported a position in Vanguard FTSE All-World ex-US ETF in Q3 2025 and held it in 2 quarters.
  • Mason Investment Advisory Services's Vanguard FTSE All-World ex-US ETF position peaked at $223K in Q4 2025.
  • 1,566 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2026.

Based on Mason Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.