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

Sound View Wealth Advisors 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
Q1 		$828K Sell
11,021
-1,340
-11% -$104K 0.06% 214
2025
Q4 		$909K Sell
12,361
-1,691
-12% -$123K 0.06% 204
2025
Q3 		$1M Buy
14,052
+1
+0% +$69 0.07% 190
2025
Q2 		$945K Buy
14,051
+486
+4% +$30.8K 0.07% 192
2025
Q1 		$823K Sell
13,565
-2,015
-13% -$121K 0.07% 199
2024
Q4 		$894K Sell
15,580
-75
-0.5% -$4.52K 0.07% 193
2024
Q3 		$986K Buy
15,655
+151
+1% +$9.09K 0.08% 179
2024
Q2 		$909K Sell
15,504
-329
-2% -$19.3K 0.09% 166
2024
Q1 		$929K Sell
15,833
-895
-5% -$50.6K 0.1% 169
2023
Q4 		$939K Sell
16,728
-86
-0.5% -$4.56K 0.1% 164
2023
Q3 		$872K Sell
16,814
-299
-2% -$16.2K 0.11% 161
2023
Q2 		$931K Sell
17,113
-1,589
-8% -$86.1K 0.12% 157
2023
Q1 		$1,000K Buy
18,702
+1,974
+12% +$105K 0.14% 144
2022
Q4 		$939K Sell
16,728
-1,239
-7% -$60.1K 0.1% 164
2022
Q3 		$797K Sell
17,967
-274
-2% -$13.6K 0.18% 119
2022
Q2 		$911K Buy
18,241
+5,262
+41% +$282K 0.19% 115
2022
Q1 		$747K Sell
12,979
-167
-1% -$9.83K 0.14% 143
2021
Q4 		$806K Sell
13,146
-256
-2% -$15.8K 0.15% 134
2021
Q3 		$817K Hold
13,402
– – 0.17% 132
2021
Q2 		$850K Buy
13,402
+48
+0.4% +$3.04K 0.18% 123
2021
Q1 		$810K Sell
13,354
-99
-0.7% -$6.02K 0.19% 115
2020
Q4 		$785K Sell
13,453
-15
-0.1% -$818 0.19% 117
2020
Q3 		$679K Sell
13,468
-56
-0.4% -$2.84K 0.18% 121
2020
Q2 		$644K Sell
13,524
-1,119
-8% -$50.1K 0.18% 115
2020
Q1 		$601K Sell
14,643
-1,029
-7% -$50.6K 0.21% 105
2019
Q4 		$842K Sell
15,672
-224
-1% -$11.6K 0.24% 104
2019
Q3 		$793K Sell
15,896
-1,968
-11% -$98.1K 0.24% 100
2019
Q2 		$911K Buy
+17,864
New +$901K 0.27% 98

Other funds holding VEU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sound View Wealth Advisors Group's VEU Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 11% in Q1 2026, selling an estimated $104K and leaving 11,021 shares worth $828K. The position accounts for 0.06% of the portfolio, ranked #214.

Sound View Wealth Advisors Group first reported a position in VEU in Q2 2019 and has held it in 28 quarters since. The position peaked at $1M in Q3 2025. 1,560 funds tracked by Wall St. Rank hold VEU as of Q1 2026.

  • Sound View Wealth Advisors Group held 11,021 shares of Vanguard FTSE All-World ex-US ETF worth $828K as of Q1 2026.
  • Sound View Wealth Advisors Group sold 1,340 Vanguard FTSE All-World ex-US ETF shares in Q1 2026, an estimated $104K.
  • Vanguard FTSE All-World ex-US ETF made up 0.06% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #214 holding.
  • Sound View Wealth Advisors Group first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2019 and has held it in 28 quarters since.
  • Sound View Wealth Advisors Group's Vanguard FTSE All-World ex-US ETF position peaked at $1M in Q3 2025.
  • 1,560 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.