Transcendent Capital Group’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Transcendent Capital Group’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
2025 Q1	–	Sell	-37	Closed	-$2.12K	–	405
2024 Q4	$2.12K	Hold	37	–	–	﹤0.01%	403
2024 Q3	$2.33K	Hold	37	–	–	﹤0.01%	422
2024 Q2	$2.17K	Hold	37	–	–	﹤0.01%	379
2024 Q1	$2.17K	Hold	37	–	–	﹤0.01%	371
2023 Q4	$2.08K	Buy	+37	New	+$1.96K	﹤0.01%	313

Other funds holding VEU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

CIAS

CBIZ Investment Advisory Services Independence, Ohio $2.74B AUM 14.19% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Transcendent Capital Group's VEU Position: Q1 2025 in Review

Transcendent Capital Group sold out of Vanguard FTSE All-World ex-US ETF (VEU) in Q1 2025, closing a stake of 37 shares — an estimated $2.12K sold.

Transcendent Capital Group first reported a position in VEU in Q4 2023 and held it in 5 quarters. The position peaked at $2.33K in Q3 2024. 1,289 funds tracked by Wall St. Rank hold VEU as of Q1 2025.

Transcendent Capital Group reported no remaining Vanguard FTSE All-World ex-US ETF position as of Q1 2025 after selling out during the quarter.
Transcendent Capital Group sold 37 Vanguard FTSE All-World ex-US ETF shares in Q1 2025, an estimated $2.12K.
Transcendent Capital Group first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2023 and held it in 5 quarters.
Transcendent Capital Group's Vanguard FTSE All-World ex-US ETF position peaked at $2.33K in Q3 2024.
1,289 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2025.

Based on Transcendent Capital Group's 13F filing for Q1 2025, filed 2 May 2025.