Root Financial Partners’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Root Financial 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
2026 Q1	$1.11M	Sell	14,735 -413	-3%	-$32K	0.05%	97
2025 Q4	$1.11M	Sell	15,148 -1,213	-7%	-$88.2K	0.06%	89
2025 Q3	$1.17M	Buy	16,361 +6,571	+67%	+$453K	0.07%	78
2025 Q2	$658K	Sell	9,790 -6,423	-40%	-$407K	0.06%	97
2025 Q1	$983K	Buy	16,213 +424	+3%	+$25.5K	0.1%	68
2024 Q4	$906K	Buy	15,789 +3,402	+27%	+$205K	0.11%	67
2024 Q3	$780K	Buy	12,387 +2,342	+23%	+$141K	0.12%	64
2024 Q2	$589K	Buy	+10,045	New	+$589K	0.14%	60

Other funds holding VEU

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Root Financial Partners's VEU Position: Q1 2026 in Review

Root Financial Partners reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 2.7% in Q1 2026, selling an estimated $32K and leaving 14,735 shares worth $1.11M. The position accounts for 0.05% of the portfolio, ranked #97.

Root Financial Partners first reported a position in VEU in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.17M in Q3 2025. 1,560 funds tracked by Wall St. Rank hold VEU as of Q1 2026.

Root Financial Partners held 14,735 shares of Vanguard FTSE All-World ex-US ETF worth $1.11M as of Q1 2026.
Root Financial Partners sold 413 Vanguard FTSE All-World ex-US ETF shares in Q1 2026, an estimated $32K.
Vanguard FTSE All-World ex-US ETF made up 0.05% of Root Financial Partners's portfolio in Q1 2026, its #97 holding.
Root Financial Partners first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2024 and has held it in 8 quarters since.
Root Financial Partners's Vanguard FTSE All-World ex-US ETF position peaked at $1.17M in Q3 2025.
1,560 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.