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

Sun Financial’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 		$740K Sell
8,928
-411
-4% -$31.8K 0.37% 75
2025
Q4 		$687K Buy
+9,339
New +$679K 0.38% 75

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 $424B AUM 22.96% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 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 $202B AUM 37.79% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Sun Financial's VEU Position: Q1 2026 in Review

Sun Financial reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 4.4% in Q1 2026, selling an estimated $31.8K and leaving 8,928 shares worth $740K. The position accounts for 0.37% of the portfolio, ranked #75.

Sun Financial first reported a position in VEU in Q4 2025 and has held it in 2 quarters since. 1,565 funds tracked by Wall St. Rank hold VEU as of Q1 2026.

  • Sun Financial held 8,928 shares of Vanguard FTSE All-World ex-US ETF worth $740K as of Q1 2026.
  • Sun Financial sold 411 Vanguard FTSE All-World ex-US ETF shares in Q1 2026, an estimated $31.8K.
  • Vanguard FTSE All-World ex-US ETF made up 0.37% of Sun Financial's portfolio in Q1 2026, its #75 holding.
  • Sun Financial first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,565 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2026.

Based on Sun Financial's 13F filing for Q1 2026, filed 15 May 2026.