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

SWP 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
Q2 		$2.89M Sell
34,529
-2,157
-6% -$176K 1.34% 22
2026
Q1 		$2.76M Sell
36,686
-1,916
-5% -$148K 1.41% 28
2025
Q4 		$2.84M Sell
38,602
-52
-0.1% -$3.78K 1.43% 24
2025
Q3 		$2.76M Sell
38,654
-255
-0.7% -$17.6K 1.4% 22
2025
Q2 		$2.62M Sell
38,909
-2,241
-5% -$142K 1.44% 22
2025
Q1 		$2.5M Sell
41,150
-121
-0.3% -$7.29K 1.52% 15
2024
Q4 		$2.37M Sell
41,271
-10
-0% -$603 1.43% 20
2024
Q3 		$2.6M Buy
41,281
+407
+1% +$24.5K 1.59% 17
2024
Q2 		$2.4M Sell
40,874
-3,233
-7% -$190K 1.58% 16
2024
Q1 		$2.59M Buy
44,107
+1,743
+4% +$98.5K 1.81% 17
2023
Q4 		$2.38M Buy
+42,364
New +$2.24M 1.85% 17

Other funds holding VEU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

SWP Financial's VEU Position: Q2 2026 in Review

SWP Financial reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 5.9% in Q2 2026, selling an estimated $176K and leaving 34,529 shares worth $2.89M. The position accounts for 1.34% of the portfolio, ranked #22.

SWP Financial first reported a position in VEU in Q4 2023 and has held it in 11 quarters since. 858 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

  • SWP Financial held 34,529 shares of Vanguard FTSE All-World ex-US ETF worth $2.89M as of Q2 2026.
  • SWP Financial sold 2,157 Vanguard FTSE All-World ex-US ETF shares in Q2 2026, an estimated $176K.
  • Vanguard FTSE All-World ex-US ETF made up 1.34% of SWP Financial's portfolio in Q2 2026, its #22 holding.
  • SWP Financial first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2023 and has held it in 11 quarters since.
  • 858 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

Based on SWP Financial's 13F filing for Q2 2026, filed 24 Jul 2026.