WAU
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Wellington-Altus USA’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Wellington-Altus USA’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 		$215K Sell
2,862
-3,593
-56% -$294K 0.15% 113
2026
Q1 		$541K Buy
6,455
+3,593
+126% +$278K 0.32% 77
2025
Q4 		$211K Buy
+2,862
New +$208K 0.16% 110

Other funds holding VEU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Sanders Capital
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wellington-Altus USA's VEU Position: Q2 2026 in Review

Wellington-Altus USA reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 56% in Q2 2026, selling an estimated $294K and leaving 2,862 shares worth $215K. The position accounts for 0.15% of the portfolio, ranked #113.

Wellington-Altus USA first reported a position in VEU in Q4 2025 and has held it in 3 quarters since. The position peaked at $541K in Q1 2026. 1,634 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

  • Wellington-Altus USA held 2,862 shares of Vanguard FTSE All-World ex-US ETF worth $215K as of Q2 2026.
  • Wellington-Altus USA sold 3,593 Vanguard FTSE All-World ex-US ETF shares in Q2 2026, an estimated $294K.
  • Vanguard FTSE All-World ex-US ETF made up 0.15% of Wellington-Altus USA's portfolio in Q2 2026, its #113 holding.
  • Wellington-Altus USA first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Vanguard FTSE All-World ex-US ETF position peaked at $541K in Q1 2026.
  • 1,634 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.