WealthPlan Investment Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

WealthPlan Investment Management’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	$402K	Sell	4,798 -39	-0.8%	-$3.19K	0.02%	360
2026 Q1	$363K	Hold	4,837	–	–	0.02%	356
2025 Q4	$356K	Hold	4,837	–	–	0.02%	300
2025 Q3	$345K	Sell	4,837 -16	-0.3%	-$1.1K	0.02%	261
2025 Q2	$326K	Sell	4,853 -54	-1%	-$3.42K	0.02%	281
2025 Q1	$298K	Sell	4,907 -52	-1%	-$3.13K	0.03%	222
2024 Q4	$285K	Sell	4,959 -2	-0%	-$121	0.03%	225
2024 Q3	$313K	Buy	+4,961	New	+$299K	0.03%	202
2023 Q2	–	Sell	-1,470	Closed	-$78.6K	–	457
2023 Q1	$78.6K	Sell	1,470 -9,978	-87%	-$529K	0.01%	213
2022 Q4	$619K	Sell	11,448 -222	-2%	-$10.8K	0.04%	227
2022 Q3	$597K	Buy	+11,670	New	+$578K	0.04%	220
2022 Q1	$661K	Buy	+12,284	New	+$723K	0.05%	218

Other funds holding VEU

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return

CPCM

Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

WealthPlan Investment Management's VEU Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 0.81% in Q2 2026, selling an estimated $3.19K and leaving 4,798 shares worth $402K. The position accounts for 0.02% of the portfolio, ranked #360.

WealthPlan Investment Management first reported a position in VEU in Q1 2022 and has held it in 12 quarters since. The position peaked at $661K in Q1 2022. 672 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

WealthPlan Investment Management held 4,798 shares of Vanguard FTSE All-World ex-US ETF worth $402K as of Q2 2026.
WealthPlan Investment Management sold 39 Vanguard FTSE All-World ex-US ETF shares in Q2 2026, an estimated $3.19K.
Vanguard FTSE All-World ex-US ETF made up 0.02% of WealthPlan Investment Management's portfolio in Q2 2026, its #360 holding.
WealthPlan Investment Management first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2022 and has held it in 12 quarters since.
WealthPlan Investment Management's Vanguard FTSE All-World ex-US ETF position peaked at $661K in Q1 2022.
672 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.