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

Optivise Advisory 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 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

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

FCC

Flower City Capital Pittsford, New York $227M AUM 23.31% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

Optivise Advisory Services's VEU Position: Q2 2026 in Review

Optivise Advisory Services held its Vanguard FTSE All-World ex-US ETF (VEU) position steady in Q2 2026 at 3,371 shares worth $282K. The position accounts for 0.14% of the portfolio, ranked #166.

Optivise Advisory Services first reported a position in VEU in Q2 2024 and has held it in 8 quarters since. 583 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

Optivise Advisory Services held 3,371 shares of Vanguard FTSE All-World ex-US ETF worth $282K as of Q2 2026.
Optivise Advisory Services left its Vanguard FTSE All-World ex-US ETF share count unchanged in Q2 2026.
Vanguard FTSE All-World ex-US ETF made up 0.14% of Optivise Advisory Services's portfolio in Q2 2026, its #166 holding.
Optivise Advisory Services first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2024 and has held it in 8 quarters since.
583 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.