Optivise Advisory Services’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$276K Sell
3,330
-41
-1% -$3.44K 0.14% 176
2026
Q2
$282K Hold
3,371
– – 0.14% 166
2026
Q1
$253K Hold
3,371
– – 0.15% 153
2025
Q4
$248K Hold
3,371
– – 0.14% 160
2025
Q3
$241K Hold
3,371
– – 0.14% 157
2025
Q2
$227K Hold
3,371
– – 0.12% 181
2025
Q1
$204K Buy
+3,371
New +$203K 0.11% 188
2024
Q4
– Sell
-3,424
Closed -$216K – 190
2024
Q3
$216K Hold
3,424
– – 0.11% 158
2024
Q2
$201K Buy
+3,424
New +$201K 0.11% 177

Other funds holding VEU

Optivise Advisory Services's VEU Position: Q3 2026 in Review

Optivise Advisory Services reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 1.2% in Q3 2026, selling an estimated $3.44K and leaving 3,330 shares worth $276K. The position accounts for 0.14% of the portfolio, ranked #176.

Optivise Advisory Services first reported a position in VEU in Q2 2024 and has held it in 9 quarters since. The position peaked at $282K in Q2 2026. 1,058 funds tracked by Wall St. Rank hold VEU as of Q3 2026.

  • Optivise Advisory Services held 3,330 shares of Vanguard FTSE All-World ex-US ETF worth $276K as of Q3 2026.
  • Optivise Advisory Services sold 41 Vanguard FTSE All-World ex-US ETF shares in Q3 2026, an estimated $3.44K.
  • Vanguard FTSE All-World ex-US ETF made up 0.14% of Optivise Advisory Services's portfolio in Q3 2026, its #176 holding.
  • Optivise Advisory Services first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2024 and has held it in 9 quarters since.
  • Optivise Advisory Services's Vanguard FTSE All-World ex-US ETF position peaked at $282K in Q2 2026.
  • 1,058 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.