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

Waverly 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	$86.6M	Buy	1,034,551 +158,093	+18%	+$12.9M	0.5%	48
2026 Q1	$65.8M	Buy	876,458 +35,503	+4%	+$2.75M	0.49%	40
2025 Q4	$61.9M	Buy	840,955 +61,800	+8%	+$4.49M	0.5%	39
2025 Q3	$55.6M	Buy	779,155 +17,046	+2%	+$1.18M	0.55%	38
2025 Q2	$51.2M	Buy	762,109 +19,717	+3%	+$1.25M	0.56%	37
2025 Q1	$45M	Buy	742,392 +558,883	+305%	+$33.7M	0.55%	37
2024 Q4	$10.5M	Buy	183,509 +36,627	+25%	+$2.21M	0.16%	137
2024 Q3	$9.25M	Buy	146,882 +215	+0.1%	+$12.9K	0.17%	132
2024 Q2	$8.6M	Buy	146,667 +1,614	+1%	+$94.7K	0.17%	126
2024 Q1	$8.51M	Buy	145,053 +141,367	+3,835%	+$7.99M	0.2%	99
2023 Q4	$207K	Buy	+3,686	New	+$195K	0.01%	421

Other funds holding VEU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Waverly Advisors's VEU Position: Q2 2026 in Review

Waverly Advisors increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 18% in Q2 2026, buying an estimated $12.9M and bringing the position to 1,034,551 shares worth $86.6M. The position accounts for 0.5% of the portfolio, ranked #48.

Waverly Advisors first reported a position in VEU in Q4 2023 and has held it in 11 quarters since. 1,621 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

Waverly Advisors held 1,034,551 shares of Vanguard FTSE All-World ex-US ETF worth $86.6M as of Q2 2026.
Waverly Advisors bought 158,093 Vanguard FTSE All-World ex-US ETF shares in Q2 2026, an estimated $12.9M.
Vanguard FTSE All-World ex-US ETF made up 0.5% of Waverly Advisors's portfolio in Q2 2026, its #48 holding.
Waverly Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2023 and has held it in 11 quarters since.
1,621 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.