SOA Wealth Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

SOA Wealth 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
2026 Q1	–	Sell	-255	Closed	-$18.8K	–	890
2025 Q4	$18.8K	Hold	255	–	–	﹤0.01%	510
2025 Q3	$18.2K	Hold	255	–	–	﹤0.01%	533
2025 Q2	$17.1K	Hold	255	–	–	﹤0.01%	531
2025 Q1	$15.5K	Hold	255	–	–	﹤0.01%	511
2024 Q4	$14.6K	Sell	255 -261	-51%	-$15.7K	﹤0.01%	501
2024 Q3	$32.5K	Hold	516	–	–	0.01%	381
2024 Q2	$30.3K	Hold	516	–	–	0.01%	380
2024 Q1	$30.3K	Buy	516 +255	+98%	+$14.4K	0.01%	375
2023 Q4	$14.7K	Hold	261	–	–	﹤0.01%	478
2023 Q3	$13.5K	Hold	261	–	–	﹤0.01%	484
2023 Q2	$14.2K	Hold	261	–	–	﹤0.01%	486
2023 Q1	$14K	Hold	261	–	–	﹤0.01%	485
2022 Q4	$13.1K	Hold	261	–	–	﹤0.01%	482
2022 Q3	$11K	Hold	261	–	–	﹤0.01%	503
2022 Q2	$13K	Sell	261 -73	-22%	-$3.91K	﹤0.01%	460
2022 Q1	$19K	Hold	334	–	–	﹤0.01%	479
2021 Q4	$20K	Hold	334	–	–	﹤0.01%	452
2021 Q3	$20K	Hold	334	–	–	0.01%	460
2021 Q2	$21K	Hold	334	–	–	0.01%	457
2021 Q1	$20K	Buy	334 +73	+28%	+$4.44K	0.01%	408
2020 Q4	$16K	Buy	+261	New	+$14.2K	﹤0.01%	444

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

SOA Wealth Advisors's VEU Position: Q1 2026 in Review

SOA Wealth Advisors sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q1 2026, closing a stake of 255 shares — an estimated $18.8K sold.

SOA Wealth Advisors first reported a position in VEU in Q4 2020 and held it in 21 quarters. The position peaked at $32.5K in Q3 2024. 1,559 funds tracked by Wall St. Rank hold VEU as of Q1 2026.

SOA Wealth Advisors reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q1 2026 after selling out during the quarter.
SOA Wealth Advisors sold 255 Vanguard FTSE All-World ex-US ETF shares in Q1 2026, an estimated $18.8K.
SOA Wealth Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2020 and held it in 21 quarters.
SOA Wealth Advisors's Vanguard FTSE All-World ex-US ETF position peaked at $32.5K in Q3 2024.
1,559 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.