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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
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 		$1.53M 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

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

Pinnacle Wealth Planning Services's VEU Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Vanguard FTSE All-World ex-US ETF (VEU) position steady in Q1 2026 at 5,663 shares worth $425K. The position accounts for 0.04% of the portfolio, ranked #248.

Pinnacle Wealth Planning Services first reported a position in VEU in Q4 2017 and has held it in 25 quarters since. The position peaked at $2.75M in Q4 2017. 1,560 funds tracked by Wall St. Rank hold VEU as of Q1 2026.

  • Pinnacle Wealth Planning Services held 5,663 shares of Vanguard FTSE All-World ex-US ETF worth $425K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its Vanguard FTSE All-World ex-US ETF share count unchanged in Q1 2026.
  • Vanguard FTSE All-World ex-US ETF made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #248 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 25 quarters since.
  • Pinnacle Wealth Planning Services's Vanguard FTSE All-World ex-US ETF position peaked at $2.75M in Q4 2017.
  • 1,560 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.