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Oxford Financial Group’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Oxford Financial Group’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 		$1.05M Sell
13,945
-10
-0.1% -$775 0.06% 96
2025
Q4 		$1.03M Sell
13,955
-65
-0.5% -$4.73K 0.06% 87
2025
Q3 		$1M Hold
14,020
– – 0.06% 90
2025
Q2 		$942K Sell
14,020
-8,772
-38% -$555K 0.06% 84
2025
Q1 		$1.38M Hold
22,792
– – 0.1% 60
2024
Q4 		$1.31M Sell
22,792
-1,868
-8% -$113K 0.08% 74
2024
Q3 		$1.55M Buy
24,660
+3,488
+16% +$210K 0.1% 66
2024
Q2 		$1.24M Sell
21,172
-2,798
-12% -$164K 0.08% 79
2024
Q1 		$1.41M Sell
23,970
-1,564
-6% -$88.4K 0.1% 64
2023
Q4 		$1.43M Sell
25,534
-2,065
-7% -$109K 0.11% 65
2023
Q3 		$1.43M Sell
27,599
-46
-0.2% -$2.49K 0.12% 58
2023
Q2 		$1.5M Sell
27,645
-2,283
-8% -$124K 0.14% 55
2023
Q1 		$1.6M Buy
29,928
+151
+0.5% +$8K 0.18% 48
2022
Q4 		$1.49M Sell
29,777
-11
-0% -$534 0.17% 50
2022
Q3 		$1.32M Sell
29,788
-2,451
-8% -$121K 0.2% 52
2022
Q2 		$1.61M Buy
32,239
+2,654
+9% +$142K 0.24% 42
2022
Q1 		$1.7M Sell
29,585
-933
-3% -$54.9K 0.22% 45
2021
Q4 		$1.87M Buy
30,518
+98
+0.3% +$6.06K 0.21% 46
2021
Q3 		$1.85M Buy
30,420
+5,636
+23% +$355K 0.24% 38
2021
Q2 		$1.57M Sell
24,784
-3,000
-11% -$190K 0.21% 49
2021
Q1 		$1.69M Sell
27,784
-1,324
-5% -$80.5K 0.23% 39
2020
Q4 		$1.7M Sell
29,108
-680
-2% -$37.1K 0.25% 40
2020
Q3 		$1.5M Sell
29,788
-7,312
-20% -$371K 0.24% 38
2020
Q2 		$1.77M Sell
37,100
-29,081
-44% -$1.3M 0.3% 35
2020
Q1 		$2.71M Sell
66,181
-7,275
-10% -$358K 0.54% 28
2019
Q4 		$3.95M Hold
73,456
– – 1.1% 21
2019
Q3 		$3.67M Hold
73,456
– – 1.16% 19
2019
Q2 		$3.75M Sell
73,456
-2,619
-3% -$132K 1.23% 18
2019
Q1 		$3.81M Sell
76,075
-58,543
-43% -$2.87M 1.36% 15
2018
Q4 		$6.14M Buy
134,618
+84,113
+167% +$4.04M 2% 14
2018
Q3 		$2.63M Sell
50,505
-6,131
-11% -$320K 1.22% 13
2018
Q2 		$2.94M Buy
56,636
+5,403
+11% +$293K 1.51% 12
2018
Q1 		$2.79M Buy
51,233
+9,373
+22% +$522K 1.59% 12
2017
Q4 		$2.29M Hold
41,860
– – 1.57% 11
2017
Q3 		$2.21M Sell
41,860
-390
-0.9% -$20.2K 1.51% 13
2017
Q2 		$2.11M Sell
42,250
-283
-0.7% -$14K 1.62% 10
2017
Q1 		$2.03M Sell
42,533
-37
-0.1% -$1.72K 1.77% 9
2016
Q4 		$1.88M Buy
+42,570
New +$1.89M 1.73% 10

Other funds holding VEU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Oxford Financial Group's VEU Position: Q1 2026 in Review

Oxford Financial Group reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 0.07% in Q1 2026, selling an estimated $775 and leaving 13,945 shares worth $1.05M. The position accounts for 0.06% of the portfolio, ranked #96.

Oxford Financial Group first reported a position in VEU in Q4 2016 and has held it in 38 quarters since. The position peaked at $6.14M in Q4 2018. 1,563 funds tracked by Wall St. Rank hold VEU as of Q1 2026.

  • Oxford Financial Group held 13,945 shares of Vanguard FTSE All-World ex-US ETF worth $1.05M as of Q1 2026.
  • Oxford Financial Group sold 10 Vanguard FTSE All-World ex-US ETF shares in Q1 2026, an estimated $775.
  • Vanguard FTSE All-World ex-US ETF made up 0.06% of Oxford Financial Group's portfolio in Q1 2026, its #96 holding.
  • Oxford Financial Group first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2016 and has held it in 38 quarters since.
  • Oxford Financial Group's Vanguard FTSE All-World ex-US ETF position peaked at $6.14M in Q4 2018.
  • 1,563 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.