Orgel Wealth Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Orgel Wealth Management’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	$565K	Hold	6,750	–	–	0.01%	78
2026 Q1	$507K	Buy	6,750 +158	+2%	+$12.2K	0.01%	65
2025 Q4	$485K	Hold	6,592	–	–	0.01%	66
2025 Q3	$470K	Hold	6,592	–	–	0.01%	64
2025 Q2	$443K	Sell	6,592 -588	-8%	-$37.2K	0.01%	67
2025 Q1	$436K	Hold	7,180	–	–	0.01%	62
2024 Q4	$412K	Buy	+7,180	New	+$433K	0.01%	67

Other funds holding VEU

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

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Threadgill Financial Spring, Texas $243M AUM 10.69% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Orgel Wealth Management's VEU Position: Q2 2026 in Review

Orgel Wealth Management held its Vanguard FTSE All-World ex-US ETF (VEU) position steady in Q2 2026 at 6,750 shares worth $565K. The position accounts for 0.01% of the portfolio, ranked #78.

Orgel Wealth Management first reported a position in VEU in Q4 2024 and has held it in 7 quarters since. 318 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

Orgel Wealth Management held 6,750 shares of Vanguard FTSE All-World ex-US ETF worth $565K as of Q2 2026.
Orgel Wealth Management left its Vanguard FTSE All-World ex-US ETF share count unchanged in Q2 2026.
Vanguard FTSE All-World ex-US ETF made up 0.01% of Orgel Wealth Management's portfolio in Q2 2026, its #78 holding.
Orgel Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2024 and has held it in 7 quarters since.
318 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

Based on Orgel Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.