Next Level Wealth Planning’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Next Level Wealth Planning’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 Q2	$5.5M	Sell	65,618 -1,500	-2%	-$123K	2.42%	8
2026 Q1	$5.04M	Sell	67,118 -5,058	-7%	-$392K	2.59%	8
2025 Q4	$5.31M	Buy	72,176 +291	+0.4%	+$21.2K	2.83%	8
2025 Q3	$5.13M	Buy	71,885 +1,247	+2%	+$86.1K	2.9%	8
2025 Q2	$4.75M	Sell	70,638 -11,817	-14%	-$748K	3.04%	8
2025 Q1	$5M	Sell	82,455 -19,363	-19%	-$1.17M	3.79%	8
2024 Q4	$5.85M	Buy	+101,818	New	+$6.14M	4.6%	8

Other funds holding VEU

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

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

Next Level Wealth Planning's VEU Position: Q2 2026 in Review

Next Level Wealth Planning reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 2.2% in Q2 2026, selling an estimated $123K and leaving 65,618 shares worth $5.5M. The position accounts for 2.42% of the portfolio, ranked #8.

Next Level Wealth Planning first reported a position in VEU in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.85M in Q4 2024. 1,629 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

Next Level Wealth Planning held 65,618 shares of Vanguard FTSE All-World ex-US ETF worth $5.5M as of Q2 2026.
Next Level Wealth Planning sold 1,500 Vanguard FTSE All-World ex-US ETF shares in Q2 2026, an estimated $123K.
Vanguard FTSE All-World ex-US ETF made up 2.42% of Next Level Wealth Planning's portfolio in Q2 2026, its #8 holding.
Next Level Wealth Planning first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2024 and has held it in 7 quarters since.
Next Level Wealth Planning's Vanguard FTSE All-World ex-US ETF position peaked at $5.85M in Q4 2024.
1,629 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

Based on Next Level Wealth Planning's 13F filing for Q2 2026, filed 30 Jul 2026.