Pinnacle Wealth Planning Services’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Pinnacle Wealth Planning 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 Q3	$435K	Sell	5,246 -403	-7%	-$33.9K	0.04%	257
2026 Q2	$473K	Sell	5,649 -14	-0.2%	-$1.14K	0.05%	240
2026 Q1	$425K	Hold	5,663	–	–	0.04%	248
2025 Q4	$417K	Sell	5,663 -864	-13%	-$62.8K	0.04%	244
2025 Q3	$466K	Hold	6,527	–	–	0.05%	229
2025 Q2	$439K	Hold	6,527	–	–	0.06%	218
2025 Q1	$396K	Hold	6,527	–	–	0.06%	202
2024 Q4	$375K	Buy	+6,527	New	+$393K	0.06%	204
2022 Q3	–	Sell	-4,603	Closed	-$230K	–	448
2022 Q2	$230K	Sell	4,603 -887	-16%	-$47.5K	0.04%	306
2022 Q1	$316K	Sell	5,490 -429	-7%	-$25.2K	0.06%	262
2021 Q4	$363K	Sell	5,919 -23	-0.4%	-$1.42K	0.07%	225
2021 Q3	$362K	Sell	5,942 -20	-0.3%	-$1.26K	0.08%	210
2021 Q2	$378K	Hold	5,962	–	–	0.09%	190
2021 Q1	$362K	Sell	5,962 -219	-4%	-$13.3K	0.09%	183
2020 Q4	$360K	Sell	6,181 -843	-12%	-$45.9K	0.09%	159
2020 Q3	$354K	Sell	7,024 -3,057	-30%	-$155K	0.12%	134
2020 Q2	$480K	Sell	10,081 -3,252	-24%	-$146K	0.16%	108
2020 Q1	$546K	Sell	13,333 -12,110	-48%	-$596K	0.26%	77
2019 Q4	$1.37M	Sell	25,443 -3,262	-11%	-$169K	0.64%	29
2019 Q3	$1.43M	Sell	28,705 -1,534	-5%	-$76.5K	0.78%	22
2019 Q2	$1.54M	Sell	30,239 -372	-1%	-$18.8K	0.93%	16
2019 Q1	$1.54M	Sell	30,611 -1,172	-4%	-$57.4K	1.03%	14
2018 Q4	$1.45M	Buy	31,783 +3,994	+14%	+$192K	0.93%	18
2018 Q3	$1.45M	Sell	27,789 -593	-2%	-$30.9K	1.32%	14
2018 Q2	$1.47M	Sell	28,382 -377	-1%	-$20.4K	1.43%	11
2018 Q1	$1.56M	Sell	28,759 -21,505	-43%	-$1.2M	1.61%	7
2017 Q4	$2.75M	Buy	+50,264	New	+$2.7M	5.6%	2

Other funds holding VEU

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $4.69B AUM 22.36% 1-Year Est. Return

CIBC Asset Management Toronto, Ontario, Canada $47B AUM 34.17% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Kestra Investment Management Austin, Texas $5.27B AUM 11.83% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.68B AUM 7.84% 1-Year Est. Return

MKP Capital Management New York $3.38B AUM 13.87% 1-Year Est. Return

Pinnacle Wealth Planning Services's VEU Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 7.1% in Q3 2026, selling an estimated $33.9K and leaving 5,246 shares worth $435K. The position accounts for 0.04% of the portfolio, ranked #257.

Pinnacle Wealth Planning Services first reported a position in VEU in Q4 2017 and has held it in 27 quarters since. The position peaked at $2.75M in Q4 2017. 1,057 funds tracked by Wall St. Rank hold VEU as of Q3 2026.

Pinnacle Wealth Planning Services held 5,246 shares of Vanguard FTSE All-World ex-US ETF worth $435K as of Q3 2026.
Pinnacle Wealth Planning Services sold 403 Vanguard FTSE All-World ex-US ETF shares in Q3 2026, an estimated $33.9K.
Vanguard FTSE All-World ex-US ETF made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #257 holding.
Pinnacle Wealth Planning Services first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2017 and has held it in 27 quarters since.
Pinnacle Wealth Planning Services's Vanguard FTSE All-World ex-US ETF position peaked at $2.75M in Q4 2017.
1,057 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.