Strategic Financial Concepts’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Strategic Financial Concepts’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
2025 Q3	–	Sell	-3,105	Closed	-$209K	–	317
2025 Q2	$209K	Sell	3,105 -42,979	-93%	-$2.72M	0.03%	259
2025 Q1	$2.8M	Sell	46,084 -135	-0.3%	-$8.13K	0.52%	48
2024 Q4	$2.65M	Buy	+46,219	New	+$2.78M	0.51%	52
2024 Q3	–	Sell	-96,931	Closed	-$1.84M	–	714
2024 Q2	$1.84M	Buy	96,931 +62,129	+179%	+$3.65M	1.07%	28
2024 Q1	$2.04M	Buy	34,802 +1,827	+6%	+$103K	0.49%	53
2023 Q4	$1.85M	Sell	32,975 -870	-3%	-$46.1K	1.1%	26
2023 Q3	$1.76M	Sell	33,845 -5,902	-15%	-$319K	0.59%	47
2023 Q2	$2.16M	Sell	39,747 -3,253	-8%	-$176K	0.8%	33
2023 Q1	$2.3M	Buy	+43,000	New	+$2.28M	0.93%	28

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Strategic Financial Concepts's VEU Position: Q3 2025 in Review

Strategic Financial Concepts sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q3 2025, closing a stake of 3,105 shares — an estimated $209K sold.

Strategic Financial Concepts first reported a position in VEU in Q1 2023 and held it in 9 quarters. The position peaked at $2.8M in Q1 2025. 1,389 funds tracked by Wall St. Rank hold VEU as of Q3 2025.

Strategic Financial Concepts reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q3 2025 after selling out during the quarter.
Strategic Financial Concepts sold 3,105 Vanguard FTSE All-World ex-US ETF shares in Q3 2025, an estimated $209K.
Strategic Financial Concepts first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2023 and held it in 9 quarters.
Strategic Financial Concepts's Vanguard FTSE All-World ex-US ETF position peaked at $2.8M in Q1 2025.
1,389 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2025.

Based on Strategic Financial Concepts's 13F filing for Q3 2025, filed 13 Nov 2025.