Schechter Investment Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Schechter Investment Advisors’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	-11,525	Closed	-$662K	–	687
2024 Q4	$662K	Buy	11,525 +5,602	+95%	+$338K	0.05%	321
2024 Q3	$373K	Sell	5,923 -6,424	-52%	-$387K	0.03%	453
2024 Q2	$724K	Buy	12,347 +6,390	+107%	+$375K	0.05%	298
2024 Q1	$349K	Sell	5,957 -5,917	-50%	-$334K	0.03%	462
2023 Q4	$667K	Sell	11,874 -294	-2%	-$15.6K	0.06%	300
2023 Q3	$631K	Buy	+12,168	New	+$658K	0.06%	298
2023 Q2	–	Sell	-8,454	Closed	-$452K	–	699
2023 Q1	$452K	Buy	8,454 +4,287	+103%	+$227K	0.04%	435
2022 Q4	$209K	Sell	4,167 -25,876	-86%	-$1.26M	0.02%	747
2022 Q3	$1.33M	Buy	30,043 +17,305	+136%	+$857K	0.13%	205
2022 Q2	$636K	Sell	12,738 -3,662	-22%	-$196K	0.06%	450
2022 Q1	$944K	Buy	+16,400	New	+$965K	0.09%	327

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

Schechter Investment Advisors's VEU Position: Q1 2025 in Review

Schechter Investment Advisors sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q1 2025, closing a stake of 11,525 shares — an estimated $662K sold.

Schechter Investment Advisors first reported a position in VEU in Q1 2022 and held it in 11 quarters. The position peaked at $1.33M in Q3 2022. 1,289 funds tracked by Wall St. Rank hold VEU as of Q1 2025.

Schechter Investment Advisors reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q1 2025 after selling out during the quarter.
Schechter Investment Advisors sold 11,525 Vanguard FTSE All-World ex-US ETF shares in Q1 2025, an estimated $662K.
Schechter Investment Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2022 and held it in 11 quarters.
Schechter Investment Advisors's Vanguard FTSE All-World ex-US ETF position peaked at $1.33M in Q3 2022.
1,289 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.