Values Added Financial
VEU icon

Values Added Financial’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Values Added Financial’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
Q3 		$4.37M Hold
52,632
– – 1.55% 18
2026
Q2 		$4.41M Hold
52,632
– – 1.59% 18
2026
Q1 		$3.95M Hold
52,632
– – 1.66% 18
2025
Q4 		$3.87M Sell
52,632
-68
-0.1% -$4.94K 1.63% 18
2025
Q3 		$3.76M Buy
52,700
+154
+0.3% +$10.6K 1.67% 17
2025
Q2 		$3.53M Hold
52,546
– – 1.71% 17
2025
Q1 		$3.19M Hold
52,546
– – 1.77% 14
2024
Q4 		$3.02M Hold
52,546
– – 1.75% 16
2024
Q3 		$3.31M Sell
52,546
-6,195
-11% -$373K 2.09% 13
2024
Q2 		$3.44M Hold
58,741
– – 2.48% 13
2024
Q1 		$3.45M Hold
58,741
– – 2.69% 13
2023
Q4 		$3.3M Hold
58,741
– – 2.7% 13
2023
Q3 		$3.05M Hold
58,741
– – 2.78% 12
2023
Q2 		$3.2M Buy
+58,741
New +$3.18M 3% 12

Other funds holding VEU

Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return
WestEnd Advisors
WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return
Howland Capital Management
Howland Capital Management Boston, Massachusetts $2.86B AUM 15.15% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Strid Group
Strid Group Newtown Square, Pennsylvania $917M AUM 13.27% 1-Year Est. Return
Pinnacle Associates
Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return
HB Wealth Management
HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return
Cardinal Point Capital Management
Cardinal Point Capital Management Toronto, Ontario, Canada $1.8B AUM 17.41% 1-Year Est. Return
Flower City Capital
Flower City Capital Pittsford, New York $234M AUM 15.69% 1-Year Est. Return
Wealthcare Capital Management
Wealthcare Capital Management Richmond, Virginia $911M AUM 7.69% 1-Year Est. Return

Values Added Financial's VEU Position: Q3 2026 in Review

Values Added Financial held its Vanguard FTSE All-World ex-US ETF (VEU) position steady in Q3 2026 at 52,632 shares worth $4.37M. The position accounts for 1.55% of the portfolio, ranked #18.

Values Added Financial first reported a position in VEU in Q2 2023 and has held it in 14 quarters since. The position peaked at $4.41M in Q2 2026. 728 funds tracked by Wall St. Rank hold VEU as of Q3 2026.

  • Values Added Financial held 52,632 shares of Vanguard FTSE All-World ex-US ETF worth $4.37M as of Q3 2026.
  • Values Added Financial left its Vanguard FTSE All-World ex-US ETF share count unchanged in Q3 2026.
  • Vanguard FTSE All-World ex-US ETF made up 1.55% of Values Added Financial's portfolio in Q3 2026, its #18 holding.
  • Values Added Financial first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2023 and has held it in 14 quarters since.
  • Values Added Financial's Vanguard FTSE All-World ex-US ETF position peaked at $4.41M in Q2 2026.
  • 728 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q3 2026.

Based on Values Added Financial's 13F filing for Q3 2026, filed 28 Oct 2026.