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Smallwood Wealth Investment Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Smallwood Wealth Investment Management’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 		$645K Sell
7,702
-44
-0.6% -$3.6K 0.28% 38
2026
Q1 		$582K Sell
7,746
-394
-5% -$30.5K 0.31% 40
2025
Q4 		$599K Sell
8,140
-368
-4% -$26.8K 0.31% 40
2025
Q3 		$607K Hold
8,508
– – 0.31% 44
2025
Q2 		$572K Hold
8,508
– – 0.33% 40
2025
Q1 		$516K Sell
8,508
-142
-2% -$8.56K 0.33% 42
2024
Q4 		$497K Sell
8,650
-1
-0% -$60 0.34% 42
2024
Q3 		$545K Hold
8,651
– – 0.39% 38
2024
Q2 		$507K Sell
8,651
-5
-0.1% -$293 0.39% 37
2024
Q1 		$508K Buy
8,656
+3
+0% +$170 0.39% 37
2023
Q4 		$486K Buy
8,653
+34
+0.4% +$1.8K 0.4% 38
2023
Q3 		$447K Sell
8,619
-1,079
-11% -$58.4K 0.41% 38
2023
Q2 		$528K Buy
9,698
+1,079
+13% +$58.5K 0.47% 34
2023
Q1 		$461K Sell
8,619
-182
-2% -$9.64K 0.44% 37
2022
Q4 		$441K Sell
8,801
-20
-0.2% -$970 0.37% 46
2022
Q3 		$391K Buy
+8,821
New +$437K 0.35% 51

Other funds holding VEU

DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Smallwood Wealth Investment Management's VEU Position: Q2 2026 in Review

Smallwood Wealth Investment Management reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 0.57% in Q2 2026, selling an estimated $3.6K and leaving 7,702 shares worth $645K. The position accounts for 0.28% of the portfolio, ranked #38.

Smallwood Wealth Investment Management first reported a position in VEU in Q3 2022 and has held it in 16 quarters since. 802 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

  • Smallwood Wealth Investment Management held 7,702 shares of Vanguard FTSE All-World ex-US ETF worth $645K as of Q2 2026.
  • Smallwood Wealth Investment Management sold 44 Vanguard FTSE All-World ex-US ETF shares in Q2 2026, an estimated $3.6K.
  • Vanguard FTSE All-World ex-US ETF made up 0.28% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #38 holding.
  • Smallwood Wealth Investment Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q3 2022 and has held it in 16 quarters since.
  • 802 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.