Sage Financial Management Group’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Sage Financial Management Group’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 Q2	$37.3M	Buy	445,596 +4,471	+1%	+$365K	10.25%	3
2026 Q1	$33.1M	Sell	441,125 -4,334	-1%	-$336K	10.18%	3
2025 Q4	$32.8M	Buy	445,459 +8,660	+2%	+$630K	10.01%	3
2025 Q3	$31.2M	Buy	436,799 +13,038	+3%	+$900K	9.95%	3
2025 Q2	$28.5M	Sell	423,761 -24,449	-5%	-$1.55M	9.85%	3
2025 Q1	$27.2M	Buy	448,210 +27,912	+7%	+$1.68M	9.87%	3
2024 Q4	$24.1M	Buy	420,298 +65,667	+19%	+$3.96M	8.94%	3
2024 Q3	$22.3M	Buy	+354,631	New	+$21.4M	8.66%	3
2024 Q2	–	Sell	-305,516	Closed	-$17.9M	–	47
2024 Q1	$17.9M	Buy	305,516 +16,912	+6%	+$956K	8.48%	4
2023 Q4	$16.2M	Buy	288,604 +16,125	+6%	+$854K	8.69%	5
2023 Q3	$14.1M	Buy	+272,479	New	+$14.7M	8.5%	5
2023 Q2	–	Sell	-182,504	Closed	-$9.76M	–	31
2023 Q1	$9.76M	Sell	182,504 -44,265	-20%	-$2.35M	7.86%	4
2022 Q4	$11.4M	Sell	226,769 -46,648	-17%	-$2.26M	7.94%	3
2022 Q3	$12.1M	Sell	273,417 -22,254	-8%	-$1.1M	10.69%	2
2022 Q2	$14.8M	Buy	295,671 +40,928	+16%	+$2.19M	10.34%	2
2022 Q1	$14.7M	Buy	254,743 +26,422	+12%	+$1.55M	10.06%	4
2021 Q4	$14M	Buy	+228,321	New	+$14.1M	9.33%	5
2021 Q2	–	Sell	-17,799	Closed	-$1.08M	–	109
2021 Q1	$1.08M	Sell	17,799 -477	-3%	-$29K	0.83%	17
2020 Q4	$1.07M	Buy	+18,276	New	+$996K	0.84%	17

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

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

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

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

FMWA

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

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

Sage Financial Management Group's VEU Position: Q2 2026 in Review

Sage Financial Management Group increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 1% in Q2 2026, buying an estimated $365K and bringing the position to 445,596 shares worth $37.3M. The position accounts for 10.25% of the portfolio, ranked #3.

Sage Financial Management Group first reported a position in VEU in Q4 2020 and has held it in 19 quarters since. 1,621 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

Sage Financial Management Group held 445,596 shares of Vanguard FTSE All-World ex-US ETF worth $37.3M as of Q2 2026.
Sage Financial Management Group bought 4,471 Vanguard FTSE All-World ex-US ETF shares in Q2 2026, an estimated $365K.
Vanguard FTSE All-World ex-US ETF made up 10.25% of Sage Financial Management Group's portfolio in Q2 2026, its #3 holding.
Sage Financial Management Group first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2020 and has held it in 19 quarters since.
1,621 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

Based on Sage Financial Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.