Tallon Kerry Patrick’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Tallon Kerry Patrick’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
2024 Q4	$2.23M	Buy	+39,063	New	+$2.35M	2.15%	13

Other funds holding VEU

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

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

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

CIAS

CBIZ Investment Advisory Services Independence, Ohio $2.74B AUM 16.93% 1-Year Est. Return

Tallon Kerry Patrick's VEU Position: Q4 2024 in Review

Tallon Kerry Patrick opened a new position in Vanguard FTSE All-World ex-US ETF (VEU) in Q4 2024: 39,063 shares worth $2.23M. The stake represents 2.15% of the portfolio and ranks #13 among its holdings.

1,293 funds tracked by Wall St. Rank hold VEU as of Q4 2024.

Tallon Kerry Patrick held 39,063 shares of Vanguard FTSE All-World ex-US ETF worth $2.23M as of Q4 2024.
Vanguard FTSE All-World ex-US ETF was a new Tallon Kerry Patrick position in Q4 2024.
Vanguard FTSE All-World ex-US ETF made up 2.15% of Tallon Kerry Patrick's portfolio in Q4 2024, its #13 holding.
1,293 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2024.

Based on Tallon Kerry Patrick's 13F filing for Q4 2024, filed 15 Jan 2025.