Novak & Powell Financial Services’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Novak & Powell Financial Services’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	$1.47M	Buy	19,588 +28	+0.1%	+$2.17K	0.79%	35
2025 Q4	$1.44M	Buy	19,560 +4,256	+28%	+$310K	0.75%	34
2025 Q3	$1.09M	Sell	15,304 -638	-4%	-$44K	0.57%	42
2025 Q2	$1.07M	Buy	15,942 +1,413	+10%	+$89.5K	0.74%	26
2025 Q1	$881K	Buy	14,529 +413	+3%	+$24.9K	0.55%	44
2024 Q4	$810K	Sell	14,116 -649	-4%	-$39.1K	0.48%	50
2024 Q3	$930K	Buy	14,765 +1,339	+10%	+$80.6K	0.54%	46
2024 Q2	$787K	Buy	13,426 +83	+0.6%	+$4.87K	0.49%	51
2024 Q1	$783K	Buy	13,343 +198	+2%	+$11.2K	0.59%	44
2023 Q4	$738K	Buy	+13,145	New	+$697K	0.49%	52

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 $374B AUM 17.66% 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 $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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Novak & Powell Financial Services's VEU Position: Q1 2026 in Review

Novak & Powell Financial Services increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 0.14% in Q1 2026, buying an estimated $2.17K and bringing the position to 19,588 shares worth $1.47M. The position accounts for 0.79% of the portfolio, ranked #35.

Novak & Powell Financial Services first reported a position in VEU in Q4 2023 and has held it in 10 quarters since. 1,562 funds tracked by Wall St. Rank hold VEU as of Q1 2026.

Novak & Powell Financial Services held 19,588 shares of Vanguard FTSE All-World ex-US ETF worth $1.47M as of Q1 2026.
Novak & Powell Financial Services bought 28 Vanguard FTSE All-World ex-US ETF shares in Q1 2026, an estimated $2.17K.
Vanguard FTSE All-World ex-US ETF made up 0.79% of Novak & Powell Financial Services's portfolio in Q1 2026, its #35 holding.
Novak & Powell Financial Services first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2023 and has held it in 10 quarters since.
1,562 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.