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

Safeguard Financial’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	$495K	Sell	8,156 -200	-2%	-$12.1K	0.11%	70
2024 Q4	$480K	Buy	8,356 +1,090	+15%	+$65.7K	0.1%	70
2024 Q3	$458K	Hold	7,266	–	–	0.11%	70
2024 Q2	$426K	Sell	7,266 -1,055	-13%	-$61.9K	0.12%	65
2024 Q1	$488K	Buy	8,321 +200	+2%	+$11.3K	0.16%	51
2023 Q4	$456K	Buy	8,121 +3,296	+68%	+$175K	0.17%	48
2023 Q3	$250K	Hold	4,825	–	–	0.12%	59
2023 Q2	$262K	Hold	4,825	–	–	0.13%	58
2023 Q1	$258K	Hold	4,825	–	–	0.16%	55
2022 Q4	$242K	Buy	+4,825	New	+$234K	0.17%	54
2022 Q3	–	Sell	-5,690	Closed	-$284K	–	51
2022 Q2	$284K	Buy	+5,690	New	+$305K	0.34%	38

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

Safeguard Financial's VEU Position: Q1 2025 in Review

Safeguard Financial reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 2.4% in Q1 2025, selling an estimated $12.1K and leaving 8,156 shares worth $495K. The position accounts for 0.11% of the portfolio, ranked #70.

Safeguard Financial first reported a position in VEU in Q2 2022 and has held it in 11 quarters since. 1,289 funds tracked by Wall St. Rank hold VEU as of Q1 2025.

Safeguard Financial held 8,156 shares of Vanguard FTSE All-World ex-US ETF worth $495K as of Q1 2025.
Safeguard Financial sold 200 Vanguard FTSE All-World ex-US ETF shares in Q1 2025, an estimated $12.1K.
Vanguard FTSE All-World ex-US ETF made up 0.11% of Safeguard Financial's portfolio in Q1 2025, its #70 holding.
Safeguard Financial first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2022 and has held it in 11 quarters since.
1,289 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.