Synergy Asset Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Synergy Asset 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
2026 Q2	$3.44M	Buy	41,109 +5,671	+16%	+$463K	0.32%	53
2026 Q1	$2.66M	Buy	35,438 +6,927	+24%	+$537K	0.28%	63
2025 Q4	$2.1M	Sell	28,511 -73,987	-72%	-$5.38M	0.22%	74
2025 Q3	$7.07M	Buy	102,498 +73,499	+253%	+$5.07M	0.26%	67
2025 Q2	$1.95M	Sell	28,999 -446	-2%	-$28.2K	0.22%	68
2025 Q1	$1.79M	Sell	29,445 -18,149	-38%	-$1.09M	0.23%	68
2024 Q4	$2.85M	Buy	47,594 +26,326	+124%	+$1.59M	0.22%	71
2024 Q3	$1.34M	Buy	21,268 +3,193	+18%	+$192K	0.2%	77
2024 Q2	$1.06M	Buy	18,075 +4,271	+31%	+$251K	0.17%	82
2024 Q1	$810K	Buy	13,804 +3,586	+35%	+$203K	0.14%	83
2023 Q4	$574K	Buy	10,218 +3,509	+52%	+$186K	0.1%	96
2023 Q3	$348K	Buy	+6,709	New	+$363K	0.07%	98
2023 Q2	–	Sell	-6,657	Closed	-$356K	–	130
2023 Q1	$356K	Buy	+6,657	New	+$353K	0.09%	90

Other funds holding VEU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Synergy Asset Management's VEU Position: Q2 2026 in Review

Synergy Asset Management increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 16% in Q2 2026, buying an estimated $463K and bringing the position to 41,109 shares worth $3.44M. The position accounts for 0.32% of the portfolio, ranked #53.

Synergy Asset Management first reported a position in VEU in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.07M in Q3 2025. 1,621 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

Synergy Asset Management held 41,109 shares of Vanguard FTSE All-World ex-US ETF worth $3.44M as of Q2 2026.
Synergy Asset Management bought 5,671 Vanguard FTSE All-World ex-US ETF shares in Q2 2026, an estimated $463K.
Vanguard FTSE All-World ex-US ETF made up 0.32% of Synergy Asset Management's portfolio in Q2 2026, its #53 holding.
Synergy Asset Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2023 and has held it in 13 quarters since.
Synergy Asset Management's Vanguard FTSE All-World ex-US ETF position peaked at $7.07M in Q3 2025.
1,621 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

Based on Synergy Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.