Principle Wealth Partners’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Principle Wealth Partners’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 Q1	–	Sell	-3,526	Closed	-$202K	–	348
2024 Q4	$202K	Hold	3,526	–	–	0.01%	327
2024 Q3	$222K	Sell	3,526 -1,700	-33%	-$102K	0.02%	316
2024 Q2	$306K	Hold	5,226	–	–	0.02%	276
2024 Q1	$307K	Buy	+5,226	New	+$295K	0.02%	273

Other funds holding VEU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CIAS

CBIZ Investment Advisory Services Independence, Ohio $2.74B AUM 14.19% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Principle Wealth Partners's VEU Position: Q1 2025 in Review

Principle Wealth Partners sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q1 2025, closing a stake of 3,526 shares — an estimated $202K sold.

Principle Wealth Partners first reported a position in VEU in Q1 2024 and held it in 4 quarters. The position peaked at $307K in Q1 2024. 1,289 funds tracked by Wall St. Rank hold VEU as of Q1 2025.

Principle Wealth Partners reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q1 2025 after selling out during the quarter.
Principle Wealth Partners sold 3,526 Vanguard FTSE All-World ex-US ETF shares in Q1 2025, an estimated $202K.
Principle Wealth Partners first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2024 and held it in 4 quarters.
Principle Wealth Partners's Vanguard FTSE All-World ex-US ETF position peaked at $307K in Q1 2024.
1,289 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2025.

Based on Principle Wealth Partners's 13F filing for Q1 2025, filed 6 May 2025.