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

Sugarloaf 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
2024
Q4 		$19.5K Buy
340
+1
+0.3% +$60 ﹤0.01% 412
2024
Q3 		$21.3K Buy
339
+1
+0.3% +$60 ﹤0.01% 407
2024
Q2 		$19.8K Hold
338
– – ﹤0.01% 400
2024
Q1 		$19.8K Buy
338
+1
+0.3% +$57 ﹤0.01% 403
2023
Q4 		$18.9K Sell
337
-200
-37% -$10.6K ﹤0.01% 404
2023
Q3 		$27.9K Hold
537
– – 0.01% 350
2023
Q2 		$29.2K Buy
537
+1
+0.2% +$54 0.01% 348
2023
Q1 		$28.7K Sell
536
-656
-55% -$34.8K 0.01% 353
2022
Q4 		$59.8K Sell
1,192
-130
-10% -$6.31K 0.02% 262
2022
Q3 		$59K Buy
1,322
+3
+0.2% +$148 0.02% 264
2022
Q2 		$66K Sell
1,319
-179
-12% -$9.59K 0.02% 246
2022
Q1 		$86K Hold
1,498
– – 0.02% 208
2021
Q4 		$92K Buy
1,498
+6
+0.4% +$371 0.02% 211
2021
Q3 		$91K Buy
1,492
+3
+0.2% +$189 0.02% 206
2021
Q2 		$94K Buy
1,489
+1,437
+2,763% +$90.9K 0.03% 198
2021
Q1 		$84 Sell
52
-1,192
-96% -$72.5K 0.03% 213
2020
Q4 		$73K Buy
1,244
+3
+0.2% +$164 0.02% 211
2020
Q3 		$63K Buy
1,241
+2
+0.2% +$101 0.02% 206
2020
Q2 		$59K Buy
1,239
+2
+0.2% +$90 0.02% 216
2020
Q1 		$51K Buy
1,237
+322
+35% +$15.8K 0.02% 220
2019
Q4 		$49K Buy
+915
New +$47.5K 0.02% 251

Other funds holding VEU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sugarloaf Wealth Management's VEU Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 0.29% in Q4 2024, buying an estimated $60 and bringing the position to 340 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Sugarloaf Wealth Management first reported a position in VEU in Q4 2019 and has held it in 21 quarters since. The position peaked at $94K in Q2 2021. 1,288 funds tracked by Wall St. Rank hold VEU as of Q4 2024.

  • Sugarloaf Wealth Management held 340 shares of Vanguard FTSE All-World ex-US ETF worth $19.5K as of Q4 2024.
  • Sugarloaf Wealth Management bought 1 Vanguard FTSE All-World ex-US ETF share in Q4 2024, an estimated $60.
  • Vanguard FTSE All-World ex-US ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #412 holding.
  • Sugarloaf Wealth Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Vanguard FTSE All-World ex-US ETF position peaked at $94K in Q2 2021.
  • 1,288 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.