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

Synergy Investment 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	$93.1K	Hold	1,112	–	–	0.02%	280
2026 Q1	$83.5K	Buy	+1,112	New	+$86.1K	0.03%	213
2025 Q2	–	Sell	-1,112	Closed	-$67.5K	–	546
2025 Q1	$67.5K	Sell	1,112 -968	-47%	-$58.3K	0.03%	207
2024 Q4	$119K	Buy	+2,080	New	+$125K	0.05%	161

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 Investment Management's VEU Position: Q2 2026 in Review

Synergy Investment Management held its Vanguard FTSE All-World ex-US ETF (VEU) position steady in Q2 2026 at 1,112 shares worth $93.1K. The position accounts for 0.02% of the portfolio, ranked #280.

Synergy Investment Management first reported a position in VEU in Q4 2024 and has held it in 4 quarters since. The position peaked at $119K in Q4 2024. 1,621 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

Synergy Investment Management held 1,112 shares of Vanguard FTSE All-World ex-US ETF worth $93.1K as of Q2 2026.
Synergy Investment Management left its Vanguard FTSE All-World ex-US ETF share count unchanged in Q2 2026.
Vanguard FTSE All-World ex-US ETF made up 0.02% of Synergy Investment Management's portfolio in Q2 2026, its #280 holding.
Synergy Investment Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2024 and has held it in 4 quarters since.
Synergy Investment Management's Vanguard FTSE All-World ex-US ETF position peaked at $119K in Q4 2024.
1,621 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.