Principia Wealth Advisory’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Principia Wealth Advisory’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
2025 Q4	$5.31M	Sell	72,152 -8,902	-11%	-$647K	3.32%	9
2025 Q3	$5.78M	Sell	81,054 -55,100	-40%	-$3.8M	3.99%	7
2025 Q2	$9.15M	Sell	136,154 -17,314	-11%	-$1.1M	7.75%	3
2025 Q1	$8.91M	Buy	153,468 +17,235	+13%	+$1.04M	8.54%	3
2024 Q4	$7.82M	Buy	+136,233	New	+$8.21M	7.34%	3

Other funds holding VEU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Principia Wealth Advisory's VEU Position: Q4 2025 in Review

Principia Wealth Advisory reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 11% in Q4 2025, selling an estimated $647K and leaving 72,152 shares worth $5.31M. The position accounts for 3.32% of the portfolio, ranked #9.

Principia Wealth Advisory first reported a position in VEU in Q4 2024 and has held it in 5 quarters since. The position peaked at $9.15M in Q2 2025. 1,530 funds tracked by Wall St. Rank hold VEU as of Q4 2025.

Principia Wealth Advisory held 72,152 shares of Vanguard FTSE All-World ex-US ETF worth $5.31M as of Q4 2025.
Principia Wealth Advisory sold 8,902 Vanguard FTSE All-World ex-US ETF shares in Q4 2025, an estimated $647K.
Vanguard FTSE All-World ex-US ETF made up 3.32% of Principia Wealth Advisory's portfolio in Q4 2025, its #9 holding.
Principia Wealth Advisory first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2024 and has held it in 5 quarters since.
Principia Wealth Advisory's Vanguard FTSE All-World ex-US ETF position peaked at $9.15M in Q2 2025.
1,530 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.