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

TrustWell Financial Advisors’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 		$826K Buy
9,861
+230
+2% +$18.8K 0.7% 24
2026
Q1 		$723K Buy
9,631
+192
+2% +$14.9K 0.68% 23
2025
Q4 		$694K Buy
+9,439
New +$686K 0.67% 21

Other funds holding VEU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Sanders Capital
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

TrustWell Financial Advisors's VEU Position: Q2 2026 in Review

TrustWell Financial Advisors increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 2.4% in Q2 2026, buying an estimated $18.8K and bringing the position to 9,861 shares worth $826K. The position accounts for 0.7% of the portfolio, ranked #24.

TrustWell Financial Advisors first reported a position in VEU in Q4 2025 and has held it in 3 quarters since. 1,617 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

  • TrustWell Financial Advisors held 9,861 shares of Vanguard FTSE All-World ex-US ETF worth $826K as of Q2 2026.
  • TrustWell Financial Advisors bought 230 Vanguard FTSE All-World ex-US ETF shares in Q2 2026, an estimated $18.8K.
  • Vanguard FTSE All-World ex-US ETF made up 0.7% of TrustWell Financial Advisors's portfolio in Q2 2026, its #24 holding.
  • TrustWell Financial Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,617 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

Based on TrustWell Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.