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

Monterey Private 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 		$8.92M Buy
147,127
+2,859
+2% +$172K 2.63% 10
2024
Q4 		$8.28M Buy
144,268
+112
+0.1% +$6.75K 2.73% 9
2024
Q3 		$9.08M Buy
144,156
+8,018
+6% +$483K 3.09% 9
2024
Q2 		$7.98M Buy
136,138
+904
+0.7% +$53K 2.98% 9
2024
Q1 		$7.93M Sell
135,234
-1,382
-1% -$78.1K 3.18% 9
2023
Q4 		$7.67M Buy
136,616
+2,057
+2% +$109K 3.46% 9
2023
Q3 		$6.98M Buy
134,559
+2,008
+2% +$109K 3.51% 9
2023
Q2 		$7.21M Buy
132,551
+5,619
+4% +$305K 3.49% 9
2023
Q1 		$6.79M Buy
126,932
+784
+0.6% +$41.5K 3.49% 9
2022
Q4 		$6.33M Buy
126,148
+2,943
+2% +$143K 3.41% 9
2022
Q3 		$5.49M Sell
123,205
-24,685
-17% -$1.22M 3.29% 9
2022
Q2 		$7.39M Buy
147,890
+2,166
+1% +$116K 4.22% 8
2022
Q1 		$8.53M Sell
145,724
-4,663
-3% -$274K 4.12% 7
2021
Q4 		$9.22M Buy
150,387
+8,813
+6% +$545K 4.56% 5
2021
Q3 		$8.62M Buy
141,574
+2,088
+1% +$131K 4.84% 5
2021
Q2 		$8.84M Buy
139,486
+1,621
+1% +$103K 5.08% 6
2021
Q1 		$8.68M Buy
137,865
+125,899
+1,052% +$7.66M 4.78% 7
2020
Q4 		$698K Buy
11,966
+190
+2% +$10.4K 0.4% 34
2020
Q3 		$594K Buy
11,776
+139
+1% +$7.05K 0.38% 36
2020
Q2 		$554K Sell
11,637
-53
-0.5% -$2.37K 0.4% 35
2020
Q1 		$480K Buy
+11,690
New +$575K 0.41% 34

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

Monterey Private Wealth's VEU Position: Q1 2025 in Review

Monterey Private Wealth increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 2% in Q1 2025, buying an estimated $172K and bringing the position to 147,127 shares worth $8.92M. The position accounts for 2.63% of the portfolio, ranked #10.

Monterey Private Wealth first reported a position in VEU in Q1 2020 and has held it in 21 quarters since. The position peaked at $9.22M in Q4 2021. 1,289 funds tracked by Wall St. Rank hold VEU as of Q1 2025.

  • Monterey Private Wealth held 147,127 shares of Vanguard FTSE All-World ex-US ETF worth $8.92M as of Q1 2025.
  • Monterey Private Wealth bought 2,859 Vanguard FTSE All-World ex-US ETF shares in Q1 2025, an estimated $172K.
  • Vanguard FTSE All-World ex-US ETF made up 2.63% of Monterey Private Wealth's portfolio in Q1 2025, its #10 holding.
  • Monterey Private Wealth first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2020 and has held it in 21 quarters since.
  • Monterey Private Wealth's Vanguard FTSE All-World ex-US ETF position peaked at $9.22M in Q4 2021.
  • 1,289 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2025.

Based on Monterey Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.