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Phillips Wealth Planners’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Phillips Wealth Planners’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 		$1.72M Sell
20,696
-1,014
-5% -$78.6K 1.3% 10
2025
Q4 		$1.66M Buy
21,710
+740
+4% +$53.8K 1.33% 12
2025
Q3 		$1.53M Sell
20,970
-345
-2% -$23.8K 1.27% 9
2025
Q2 		$1.43M Buy
21,315
+697
+3% +$44.1K 1.3% 8
2025
Q1 		$1.21M Buy
20,618
+193
+0.9% +$11.6K 1.28% 14
2024
Q4 		$1.16M Sell
20,425
-6,810
-25% -$410K 1.16% 19
2024
Q3 		$1.68M Buy
27,235
+314
+1% +$18.9K 1.61% 4
2024
Q2 		$1.63M Buy
26,921
+65
+0.2% +$3.81K 1.71% 5
2024
Q1 		$1.51M Buy
26,856
+1,574
+6% +$89K 1.74% 4
2023
Q4 		$1.38M Sell
25,282
-1,095
-4% -$58K 1.66% 7
2023
Q3 		$1.34M Buy
26,377
+475
+2% +$25.7K 1.81% 5
2023
Q2 		$1.41M Buy
25,902
+1,942
+8% +$105K 1.85% 5
2023
Q1 		$1.3M Buy
23,960
+178
+0.7% +$9.43K 1.72% 7
2022
Q4 		$1.29M Buy
+23,782
New +$1.15M 2.25% 7

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 Wealth Planners's VEU Position: Q1 2026 in Review

Phillips Wealth Planners reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 4.7% in Q1 2026, selling an estimated $78.6K and leaving 20,696 shares worth $1.72M. The position accounts for 1.3% of the portfolio, ranked #10.

Phillips Wealth Planners first reported a position in VEU in Q4 2022 and has held it in 14 quarters since. 1,559 funds tracked by Wall St. Rank hold VEU as of Q1 2026.

  • Phillips Wealth Planners held 20,696 shares of Vanguard FTSE All-World ex-US ETF worth $1.72M as of Q1 2026.
  • Phillips Wealth Planners sold 1,014 Vanguard FTSE All-World ex-US ETF shares in Q1 2026, an estimated $78.6K.
  • Vanguard FTSE All-World ex-US ETF made up 1.3% of Phillips Wealth Planners's portfolio in Q1 2026, its #10 holding.
  • Phillips Wealth Planners first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2022 and has held it in 14 quarters since.
  • 1,559 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.