UP Strategic Wealth Investment Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

UP Strategic Wealth Investment 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 Q1	$1.22M	Hold	14,858	–	–	0.77%	23
2025 Q4	$1.18M	Hold	14,858	–	–	0.85%	21
2025 Q3	$1.07M	Hold	14,858	–	–	0.8%	23
2025 Q2	$999K	Hold	14,858	–	–	0.78%	24
2025 Q1	$901K	Hold	14,858	–	–	0.8%	23
2024 Q4	$853K	Hold	14,858	–	–	0.85%	24
2024 Q3	$936K	Hold	14,858	–	–	1.05%	19
2024 Q2	$871K	Hold	14,858	–	–	1.32%	16
2024 Q1	$871K	Hold	14,858	–	–	1.43%	15
2023 Q4	$834K	Buy	+14,858	New	+$787K	1.52%	15

Other funds holding VEU

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

UP Strategic Wealth Investment Advisors's VEU Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors held its Vanguard FTSE All-World ex-US ETF (VEU) position steady in Q1 2026 at 14,858 shares worth $1.22M. The position accounts for 0.77% of the portfolio, ranked #23.

UP Strategic Wealth Investment Advisors first reported a position in VEU in Q4 2023 and has held it in 10 quarters since. 1,563 funds tracked by Wall St. Rank hold VEU as of Q1 2026.

UP Strategic Wealth Investment Advisors held 14,858 shares of Vanguard FTSE All-World ex-US ETF worth $1.22M as of Q1 2026.
UP Strategic Wealth Investment Advisors left its Vanguard FTSE All-World ex-US ETF share count unchanged in Q1 2026.
Vanguard FTSE All-World ex-US ETF made up 0.77% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #23 holding.
UP Strategic Wealth Investment Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2023 and has held it in 10 quarters since.
1,563 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.