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

Medallion 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
Q1 		$189K Sell
2,516
-20
-0.8% -$1.55K 0.06% 262
2025
Q4 		$187K Sell
2,536
-2
-0.1% -$145 0.06% 251
2025
Q3 		$181K Hold
2,538
– – 0.06% 242
2025
Q2 		$171K Sell
2,538
-50
-2% -$3.17K 0.07% 246
2025
Q1 		$157K Buy
2,588
+96
+4% +$5.78K 0.07% 233
2024
Q4 		$145K Buy
+2,492
New +$150K 0.07% 233

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 $374B AUM 17.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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 $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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Medallion Wealth Advisors's VEU Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 0.79% in Q1 2026, selling an estimated $1.55K and leaving 2,516 shares worth $189K. The position accounts for 0.06% of the portfolio, ranked #262.

Medallion Wealth Advisors first reported a position in VEU in Q4 2024 and has held it in 6 quarters since. 1,560 funds tracked by Wall St. Rank hold VEU as of Q1 2026.

  • Medallion Wealth Advisors held 2,516 shares of Vanguard FTSE All-World ex-US ETF worth $189K as of Q1 2026.
  • Medallion Wealth Advisors sold 20 Vanguard FTSE All-World ex-US ETF shares in Q1 2026, an estimated $1.55K.
  • Vanguard FTSE All-World ex-US ETF made up 0.06% of Medallion Wealth Advisors's portfolio in Q1 2026, its #262 holding.
  • Medallion Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,560 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.