Summit Trail Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Summit Trail 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	$4.07M	Buy	54,148 +18,060	+50%	+$1.4M	0.06%	210
2025 Q4	$2.65M	Buy	36,088 +21	+0.1%	+$1.53K	0.05%	278
2025 Q3	$2.57M	Buy	36,067 +454	+1%	+$31.3K	0.04%	316
2025 Q2	$2.39M	Buy	+35,613	New	+$2.25M	0.04%	225
2024 Q4	–	Sell	-28,332	Closed	-$1.78M	–	758
2024 Q3	$1.78M	Hold	28,332	–	–	0.04%	173
2024 Q2	$1.66M	Hold	28,332	–	–	0.04%	164
2024 Q1	$1.66M	Hold	28,332	–	–	0.04%	151
2023 Q4	$1.59M	Hold	28,332	–	–	0.05%	121
2023 Q3	$1.47M	Sell	28,332 -634	-2%	-$34.3K	0.05%	119
2023 Q2	$1.58M	Buy	28,966 +24,201	+508%	+$1.31M	0.06%	119
2023 Q1	$255K	Buy	4,765 +56	+1%	+$2.97K	0.01%	352
2022 Q4	$236K	Buy	+4,709	New	+$228K	0.01%	332
2022 Q3	–	Sell	-4,131	Closed	-$206K	–	416
2022 Q2	$206K	Sell	4,131 -1,667	-29%	-$89.3K	0.01%	348
2022 Q1	$334K	Hold	5,798	–	–	0.03%	229
2021 Q4	$355K	Hold	5,798	–	–	0.02%	205
2021 Q3	$353K	Hold	5,798	–	–	0.03%	191
2021 Q2	$368K	Hold	5,798	–	–	0.03%	157
2021 Q1	$352K	Hold	5,798	–	–	0.04%	143
2020 Q4	$338K	Hold	5,798	–	–	0.04%	137
2020 Q3	$314K	Hold	5,798	–	–	0.06%	148
2020 Q2	$276K	Buy	+5,798	New	+$260K	0.05%	124

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

Summit Trail Advisors's VEU Position: Q1 2026 in Review

Summit Trail Advisors increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 50% in Q1 2026, buying an estimated $1.4M and bringing the position to 54,148 shares worth $4.07M. The position accounts for 0.06% of the portfolio, ranked #210.

Summit Trail Advisors first reported a position in VEU in Q2 2020 and has held it in 21 quarters since. 1,560 funds tracked by Wall St. Rank hold VEU as of Q1 2026.

Summit Trail Advisors held 54,148 shares of Vanguard FTSE All-World ex-US ETF worth $4.07M as of Q1 2026.
Summit Trail Advisors bought 18,060 Vanguard FTSE All-World ex-US ETF shares in Q1 2026, an estimated $1.4M.
Vanguard FTSE All-World ex-US ETF made up 0.06% of Summit Trail Advisors's portfolio in Q1 2026, its #210 holding.
Summit Trail Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2020 and has held it in 21 quarters since.
1,560 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.