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Phillips Financial Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Phillips Financial 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
Q1 		$7.45M Sell
99,230
-16,824
-14% -$1.3M 0.54% 35
2025
Q4 		$8.54M Sell
116,054
-1,913
-2% -$139K 0.55% 38
2025
Q3 		$8.42M Sell
117,967
-8,377
-7% -$578K 0.56% 39
2025
Q2 		$8.49M Sell
126,344
-1,539
-1% -$97.4K 0.62% 35
2025
Q1 		$7.76M Sell
127,883
-3,641
-3% -$219K 0.6% 36
2024
Q4 		$7.55M Sell
131,524
-17,899
-12% -$1.08M 0.59% 37
2024
Q3 		$9.41M Sell
149,423
-5,812
-4% -$350K 0.73% 34
2024
Q2 		$9.1M Sell
155,235
-1,380
-0.9% -$81K 0.75% 35
2024
Q1 		$9.19M Sell
156,615
-6,424
-4% -$363K 0.75% 33
2023
Q4 		$9.15M Sell
163,039
-541
-0.3% -$28.7K 0.8% 31
2023
Q3 		$8.48M Sell
163,580
-481
-0.3% -$26K 0.8% 34
2023
Q2 		$8.93M Sell
164,061
-4,306
-3% -$233K 0.83% 31
2023
Q1 		$9M Sell
168,367
-1,635
-1% -$86.6K 0.87% 30
2022
Q4 		$8.52M Sell
170,002
-30,634
-15% -$1.49M 0.87% 32
2022
Q3 		$8.9M Sell
200,636
-773
-0.4% -$38.3K 0.98% 27
2022
Q2 		$10.1M Buy
201,409
+26,801
+15% +$1.44M 1.09% 26
2022
Q1 		$10.1M Buy
174,608
+2,184
+1% +$129K 0.95% 28
2021
Q4 		$10.6M Buy
172,424
+1,154
+0.7% +$71.4K 1.04% 27
2021
Q3 		$10.4M Sell
171,270
-957
-0.6% -$60.2K 1.08% 25
2021
Q2 		$10.9M Sell
172,227
-2,690
-2% -$170K 1.13% 24
2021
Q1 		$10.6M Sell
174,917
-7,267
-4% -$442K 1.31% 23
2020
Q4 		$10.6M Sell
182,184
-2,727
-1% -$149K 1.45% 20
2020
Q3 		$9.33M Sell
184,911
-4,691
-2% -$238K 1.46% 21
2020
Q2 		$9.03M Sell
189,602
-22,734
-11% -$1.02M 1.48% 21
2020
Q1 		$8.34M Sell
212,336
-71,001
-25% -$3.49M 1.65% 17
2019
Q4 		$15.2M Buy
283,337
+13,434
+5% +$698K 2.5% 12
2019
Q3 		$13.5M Sell
269,903
-10,556
-4% -$526K 2.37% 13
2019
Q2 		$14.4M Sell
280,459
-5,738
-2% -$290K 2.64% 12
2019
Q1 		$14.6M Sell
286,197
-20,889
-7% -$1.02M 2.77% 10
2018
Q4 		$14.8M Buy
307,086
+14,650
+5% +$704K 3.16% 10
2018
Q3 		$15.3M Sell
292,436
-1,417
-0.5% -$73.9K 3.14% 10
2018
Q2 		$15.1M Sell
293,853
-2,754
-0.9% -$149K 3.19% 10
2018
Q1 		$16M Sell
296,607
-4,010
-1% -$223K 3.46% 10
2017
Q4 		$17M Sell
300,617
-10,977
-4% -$590K 3.58% 9
2017
Q3 		$16.4M Sell
311,594
-4,785
-2% -$248K 3.6% 9
2017
Q2 		$16.3M Sell
316,379
-3,016
-0.9% -$149K 3.72% 10
2017
Q1 		$15.1M Sell
319,395
-2,086
-0.6% -$97.2K 3.67% 10
2016
Q4 		$14.7M Sell
321,481
-419
-0.1% -$18.6K 3.67% 10
2016
Q3 		$14.3M Buy
321,900
+6,777
+2% +$303K 3.8% 10
2016
Q2 		$13.8M Sell
315,123
-14,316
-4% -$620K 3.69% 10
2016
Q1 		$14.1M Sell
329,439
-14,588
-4% -$598K 3.91% 10
2015
Q4 		$13.8M Sell
344,027
-2,756
-0.8% -$123K 4.17% 8
2015
Q3 		$15.4M Sell
346,783
-8,619
-2% -$398K 4.49% 7
2015
Q2 		$17.5M Sell
355,402
-804
-0.2% -$40.8K 4.82% 7
2015
Q1 		$18M Buy
356,206
+4,638
+1% +$223K 4.93% 6
2014
Q4 		$16.1M Buy
351,568
+14,249
+4% +$685K 4.61% 6
2014
Q3 		$15.8M Sell
337,319
-434
-0.1% -$22.4K 4.77% 6
2014
Q2 		$17.5M Buy
337,753
+14,818
+5% +$763K 5.24% 5
2014
Q1 		$16.4M Buy
322,935
+10,225
+3% +$506K 5.15% 6
2013
Q4 		$15.5M Buy
312,710
+8,892
+3% +$442K 5.16% 6
2013
Q3 		$14.8M Buy
303,818
+8,775
+3% +$412K 5.25% 6
2013
Q2 		$13.7M Buy
+295,043
New +$13.8M 4.98% 6

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

Phillips Financial Management's VEU Position: Q1 2026 in Review

Phillips Financial Management reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 14% in Q1 2026, selling an estimated $1.3M and leaving 99,230 shares worth $7.45M. The position accounts for 0.54% of the portfolio, ranked #35.

Phillips Financial Management first reported a position in VEU in Q2 2013 and has held it in 52 quarters since. The position peaked at $18M in Q1 2015. 1,560 funds tracked by Wall St. Rank hold VEU as of Q1 2026.

  • Phillips Financial Management held 99,230 shares of Vanguard FTSE All-World ex-US ETF worth $7.45M as of Q1 2026.
  • Phillips Financial Management sold 16,824 Vanguard FTSE All-World ex-US ETF shares in Q1 2026, an estimated $1.3M.
  • Vanguard FTSE All-World ex-US ETF made up 0.54% of Phillips Financial Management's portfolio in Q1 2026, its #35 holding.
  • Phillips Financial Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2013 and has held it in 52 quarters since.
  • Phillips Financial Management's Vanguard FTSE All-World ex-US ETF position peaked at $18M in Q1 2015.
  • 1,560 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.