WFA
VEU icon

Wade Financial Advisory’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Wade Financial Advisory’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 		$5.99M Sell
98,700
-6,064
-6% -$365K 2.05% 12
2024
Q4 		$6.01M Sell
104,764
-379
-0.4% -$22.8K 2.04% 12
2024
Q3 		$6.62M Sell
105,143
-259
-0.2% -$15.6K 2.23% 12
2024
Q2 		$6.18M Buy
105,402
+31
+0% +$1.82K 2.22% 12
2024
Q1 		$6.18M Sell
105,371
-286
-0.3% -$16.2K 2.25% 12
2023
Q4 		$5.93M Sell
105,657
-1,366
-1% -$72.4K 2.24% 13
2023
Q3 		$5.55M Sell
107,023
-2,289
-2% -$124K 2.38% 13
2023
Q2 		$5.95M Sell
109,312
-1,188
-1% -$64.4K 2.36% 13
2023
Q1 		$5.91M Buy
110,500
+8
+0% +$424 2.48% 12
2022
Q4 		$5.54M Sell
110,492
-57
-0.1% -$2.77K 2.51% 11
2022
Q3 		$4.9M Sell
110,549
-2,755
-2% -$136K 2.46% 13
2022
Q2 		$5.66M Buy
113,304
+2,451
+2% +$131K 2.68% 11
2022
Q1 		$6.38M Buy
110,853
+55,689
+101% +$3.28M 2.74% 8
2021
Q4 		$3.38M Buy
55,164
+50
+0.1% +$3.09K 1.76% 17
2021
Q3 		$3.36M Buy
55,114
+21
+0% +$1.32K 1.9% 15
2021
Q2 		$3.49M Buy
55,093
+703
+1% +$44.5K 1.91% 15
2021
Q1 		$3.3M Sell
54,390
-115
-0.2% -$7K 2.09% 14
2020
Q4 		$3.18M Sell
54,505
-397
-0.7% -$21.6K 2.13% 13
2020
Q3 		$2.77M Buy
54,902
+25
+0% +$1.27K 2.18% 14
2020
Q2 		$2.61M Sell
54,877
-1,280
-2% -$57.3K 2.26% 13
2020
Q1 		$2.3M Sell
56,157
-48,712
-46% -$2.4M 2.3% 15
2019
Q4 		$5.64M Buy
+104,869
New +$5.45M 4.98% 7

Other funds holding VEU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
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
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Wade Financial Advisory's VEU Position: Q1 2025 in Review

Wade Financial Advisory reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 5.8% in Q1 2025, selling an estimated $365K and leaving 98,700 shares worth $5.99M. The position accounts for 2.05% of the portfolio, ranked #12.

Wade Financial Advisory first reported a position in VEU in Q4 2019 and has held it in 22 quarters since. The position peaked at $6.62M in Q3 2024. 1,289 funds tracked by Wall St. Rank hold VEU as of Q1 2025.

  • Wade Financial Advisory held 98,700 shares of Vanguard FTSE All-World ex-US ETF worth $5.99M as of Q1 2025.
  • Wade Financial Advisory sold 6,064 Vanguard FTSE All-World ex-US ETF shares in Q1 2025, an estimated $365K.
  • Vanguard FTSE All-World ex-US ETF made up 2.05% of Wade Financial Advisory's portfolio in Q1 2025, its #12 holding.
  • Wade Financial Advisory first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2019 and has held it in 22 quarters since.
  • Wade Financial Advisory's Vanguard FTSE All-World ex-US ETF position peaked at $6.62M 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 Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.