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

Shepherd 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	$1.53M	Sell	20,439 -870	-4%	-$67.4K	0.15%	90
2025 Q4	$1.57M	Hold	21,309	–	–	0.15%	91
2025 Q3	$1.52M	Hold	21,309	–	–	0.14%	94
2025 Q2	$1.43M	Hold	21,309	–	–	0.15%	94
2025 Q1	$1.29M	Sell	21,309 -16,000	-43%	-$964K	0.15%	93
2024 Q4	$2.14M	Buy	+37,309	New	+$2.25M	0.26%	61

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

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

Shepherd Financial Partners reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 4.1% in Q1 2026, selling an estimated $67.4K and leaving 20,439 shares worth $1.53M. The position accounts for 0.15% of the portfolio, ranked #90.

Shepherd Financial Partners first reported a position in VEU in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.14M in Q4 2024. 1,560 funds tracked by Wall St. Rank hold VEU as of Q1 2026.

Shepherd Financial Partners held 20,439 shares of Vanguard FTSE All-World ex-US ETF worth $1.53M as of Q1 2026.
Shepherd Financial Partners sold 870 Vanguard FTSE All-World ex-US ETF shares in Q1 2026, an estimated $67.4K.
Vanguard FTSE All-World ex-US ETF made up 0.15% of Shepherd Financial Partners's portfolio in Q1 2026, its #90 holding.
Shepherd Financial Partners first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2024 and has held it in 6 quarters since.
Shepherd Financial Partners's Vanguard FTSE All-World ex-US ETF position peaked at $2.14M in Q4 2024.
1,560 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.