Mount Yale Investment Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Mount Yale Investment 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	$605K	Buy	8,055 +1,162	+17%	+$90K	0.01%	659
2025 Q4	$507K	Sell	6,893 -506	-7%	-$36.8K	0.02%	456
2025 Q3	$528K	Buy	+7,399	New	+$511K	0.04%	408
2025 Q2	–	Sell	-17,307	Closed	-$1.05M	–	1517
2025 Q1	$1.05M	Buy	17,307 +2,783	+19%	+$168K	0.09%	188
2024 Q4	$834K	Buy	+14,524	New	+$875K	0.07%	241
2020 Q3	–	Sell	-4,201	Closed	-$200K	–	377
2020 Q2	$200K	Sell	4,201 -5,395	-56%	-$242K	0.04%	311
2020 Q1	$394K	Hold	9,596	–	–	0.09%	216
2019 Q4	$498K	Hold	9,596	–	–	0.09%	200
2019 Q3	$502K	Sell	9,596 -852	-8%	-$42.5K	0.09%	188
2019 Q2	$507K	Buy	10,448 +1,048	+11%	+$52.9K	0.09%	182
2019 Q1	$471K	Hold	9,400	–	–	0.09%	186
2018 Q4	$454K	Buy	9,400 +1,136	+14%	+$54.6K	0.09%	193
2018 Q3	$409K	Buy	8,264 +1,488	+22%	+$77.6K	0.07%	211
2018 Q2	$351K	Hold	6,776	–	–	0.07%	231
2018 Q1	$368K	Buy	+6,776	New	+$378K	0.08%	221

Other funds holding VEU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $5.27B AUM 18.06% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Mount Yale Investment Advisors's VEU Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 17% in Q1 2026, buying an estimated $90K and bringing the position to 8,055 shares worth $605K. The position accounts for 0.01% of the portfolio, ranked #659.

Mount Yale Investment Advisors first reported a position in VEU in Q1 2018 and has held it in 15 quarters since. The position peaked at $1.05M in Q1 2025. 1,565 funds tracked by Wall St. Rank hold VEU as of Q1 2026.

Mount Yale Investment Advisors held 8,055 shares of Vanguard FTSE All-World ex-US ETF worth $605K as of Q1 2026.
Mount Yale Investment Advisors bought 1,162 Vanguard FTSE All-World ex-US ETF shares in Q1 2026, an estimated $90K.
Vanguard FTSE All-World ex-US ETF made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #659 holding.
Mount Yale Investment Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2018 and has held it in 15 quarters since.
Mount Yale Investment Advisors's Vanguard FTSE All-World ex-US ETF position peaked at $1.05M in Q1 2025.
1,565 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.