Root Financial Partners
VEU icon

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
Q3 		$1.83M Buy
22,110
+6,826
+45% +$574K 0.06% 84
2026
Q2 		$1.28M Buy
15,284
+549
+4% +$44.9K 0.05% 102
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

Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
Flower City Capital
Flower City Capital Pittsford, New York $234M AUM 15.69% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Root Financial Partners's VEU Position: Q3 2026 in Review

Root Financial Partners increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 45% in Q3 2026, buying an estimated $574K and bringing the position to 22,110 shares worth $1.83M. The position accounts for 0.06% of the portfolio, ranked #84.

Root Financial Partners first reported a position in VEU in Q2 2024 and has held it in 10 quarters since. 729 funds tracked by Wall St. Rank hold VEU as of Q3 2026.

  • Root Financial Partners held 22,110 shares of Vanguard FTSE All-World ex-US ETF worth $1.83M as of Q3 2026.
  • Root Financial Partners bought 6,826 Vanguard FTSE All-World ex-US ETF shares in Q3 2026, an estimated $574K.
  • Vanguard FTSE All-World ex-US ETF made up 0.06% of Root Financial Partners's portfolio in Q3 2026, its #84 holding.
  • Root Financial Partners first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2024 and has held it in 10 quarters since.
  • 729 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.