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

Merriman Wealth Management’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
2024 Q4	$859K	Hold	14,969	–	–	0.04%	93
2024 Q3	$943K	Sell	14,969 -17	-0.1%	-$1.02K	0.04%	103
2024 Q2	$879K	Buy	14,986 +149	+1%	+$8.74K	0.04%	101
2024 Q1	$870K	Buy	14,837 +5	+0%	+$283	0.04%	103
2023 Q4	$833K	Sell	14,832 -7,591	-34%	-$402K	0.04%	106
2023 Q3	$1.16M	Buy	22,423 +2,076	+10%	+$112K	0.06%	74
2023 Q2	$1.11M	Buy	20,347 +1,566	+8%	+$84.9K	0.05%	96
2023 Q1	$1M	Sell	18,781 -6,831	-27%	-$362K	0.05%	90
2022 Q4	$1.28M	Sell	25,612 -1,588	-6%	-$77K	0.07%	79
2022 Q3	$1.21M	Sell	27,200 -167	-0.6%	-$8.27K	0.08%	52
2022 Q2	$1.37M	Buy	27,367 +3,440	+14%	+$184K	0.1%	48
2022 Q1	$1.38M	Sell	23,927 -1,282	-5%	-$75.4K	0.11%	62
2021 Q4	$1.54M	Sell	25,209 -26	-0.1%	-$1.61K	0.11%	80
2021 Q3	$1.54M	Sell	25,235 -1,465	-5%	-$92.2K	0.13%	85
2021 Q2	$1.69M	Buy	26,700 +2,058	+8%	+$130K	0.15%	90
2021 Q1	$1.5M	Sell	24,642 -4,957	-17%	-$302K	0.17%	77
2020 Q4	$1.73M	Sell	29,599 -3,068	-9%	-$167K	0.19%	82
2020 Q3	$1.65M	Sell	32,667 -12	-0%	-$609	0.25%	62
2020 Q2	$1.56M	Buy	32,679 +93	+0.3%	+$4.17K	0.25%	63
2020 Q1	$1.34M	Buy	32,586 +7,927	+32%	+$390K	0.29%	46
2019 Q4	$1.32M	Buy	24,659 +1,328	+6%	+$69K	0.26%	71
2019 Q3	$1.16M	Sell	23,331 -1,346	-5%	-$67.1K	0.24%	79
2019 Q2	$1.27M	Sell	24,677 -346	-1%	-$17.5K	0.24%	79
2019 Q1	$1.25M	Sell	25,023 -2,443	-9%	-$120K	0.24%	82
2018 Q4	$1.28M	Buy	27,466 +7,131	+35%	+$342K	0.28%	46
2018 Q3	$1.06M	Buy	20,335 +1,384	+7%	+$72.1K	0.23%	80
2018 Q2	$982K	Buy	18,951 +339	+2%	+$18.4K	0.22%	78
2018 Q1	$1.01M	Buy	+18,612	New	+$1.04M	0.27%	83
2017 Q4	–	Sell	-4,958	Closed	-$261K	–	185
2017 Q3	$261K	Buy	+4,958	New	+$256K	0.06%	137

Other funds holding VEU

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

CIAS

CBIZ Investment Advisory Services Independence, Ohio $2.74B AUM 16.93% 1-Year Est. Return

Merriman Wealth Management's VEU Position: Q4 2024 in Review

Merriman Wealth Management held its Vanguard FTSE All-World ex-US ETF (VEU) position steady in Q4 2024 at 14,969 shares worth $859K. The position accounts for 0.04% of the portfolio, ranked #93.

Merriman Wealth Management first reported a position in VEU in Q3 2017 and has held it in 29 quarters since. The position peaked at $1.73M in Q4 2020. 1,293 funds tracked by Wall St. Rank hold VEU as of Q4 2024.

Merriman Wealth Management held 14,969 shares of Vanguard FTSE All-World ex-US ETF worth $859K as of Q4 2024.
Merriman Wealth Management left its Vanguard FTSE All-World ex-US ETF share count unchanged in Q4 2024.
Vanguard FTSE All-World ex-US ETF made up 0.04% of Merriman Wealth Management's portfolio in Q4 2024, its #93 holding.
Merriman Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q3 2017 and has held it in 29 quarters since.
Merriman Wealth Management's Vanguard FTSE All-World ex-US ETF position peaked at $1.73M in Q4 2020.
1,293 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2024.

Based on Merriman Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.