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

Sterling Group Wealth 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	$332K	Sell	3,961 -47	-1%	-$3.84K	0.14%	45
2026 Q1	$301K	Sell	4,008 -54	-1%	-$4.18K	0.14%	43
2025 Q4	$299K	Sell	4,062 -5	-0.1%	-$364	0.14%	43
2025 Q3	$290K	Sell	4,067 -167	-4%	-$11.5K	0.14%	43
2025 Q2	$285K	Buy	4,234 +82	+2%	+$5.19K	0.16%	42
2025 Q1	$252K	Sell	4,152 -566	-12%	-$34.1K	0.14%	52
2024 Q4	$271K	Buy	4,718 +127	+3%	+$7.65K	0.14%	54
2024 Q3	$289K	Hold	4,591	–	–	0.15%	47
2024 Q2	$269K	Sell	4,591 -329	-7%	-$19.3K	0.15%	45
2024 Q1	$289K	Sell	4,920 -7,963	-62%	-$450K	17.72%	2
2023 Q4	$723K	Buy	12,883 +149	+1%	+$7.89K	0.56%	17
2023 Q3	$661K	Buy	12,734 +484	+4%	+$26.2K	0.63%	18
2023 Q2	$667K	Sell	12,250 -167	-1%	-$9.05K	0.58%	18
2023 Q1	$664K	Buy	12,417 +1,804	+17%	+$95.6K	0.63%	20
2022 Q4	$532K	Buy	+10,613	New	+$515K	0.52%	23

Other funds holding VEU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Sterling Group Wealth Management's VEU Position: Q2 2026 in Review

Sterling Group Wealth Management reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 1.2% in Q2 2026, selling an estimated $3.84K and leaving 3,961 shares worth $332K. The position accounts for 0.14% of the portfolio, ranked #45.

Sterling Group Wealth Management first reported a position in VEU in Q4 2022 and has held it in 15 quarters since. The position peaked at $723K in Q4 2023. 1,629 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

Sterling Group Wealth Management held 3,961 shares of Vanguard FTSE All-World ex-US ETF worth $332K as of Q2 2026.
Sterling Group Wealth Management sold 47 Vanguard FTSE All-World ex-US ETF shares in Q2 2026, an estimated $3.84K.
Vanguard FTSE All-World ex-US ETF made up 0.14% of Sterling Group Wealth Management's portfolio in Q2 2026, its #45 holding.
Sterling Group Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2022 and has held it in 15 quarters since.
Sterling Group Wealth Management's Vanguard FTSE All-World ex-US ETF position peaked at $723K in Q4 2023.
1,629 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

Based on Sterling Group Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.