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

Wescott Financial Advisory Group’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 Q1	$1.11M	Sell	14,804 -375	-2%	-$29.1K	0.1%	92
2025 Q4	$1.12M	Sell	15,179 -2,650	-15%	-$193K	0.1%	94
2025 Q3	$1.27M	Buy	17,829 +1,630	+10%	+$112K	0.11%	79
2025 Q2	$1.09M	Buy	16,199 +4,937	+44%	+$313K	0.1%	85
2025 Q1	$683K	Sell	11,262 -819	-7%	-$49.3K	0.07%	97
2024 Q4	$694K	Sell	12,081 -102	-0.8%	-$6.15K	0.07%	97
2024 Q3	$768K	Buy	12,183 +20	+0.2%	+$1.2K	0.08%	94
2024 Q2	$713K	Sell	12,163 -67	-0.5%	-$3.93K	0.08%	94
2024 Q1	$717K	Buy	12,230 +6,892	+129%	+$390K	0.09%	88
2023 Q4	$300K	Sell	5,338 -550	-9%	-$29.1K	0.04%	132
2023 Q3	$305K	Sell	5,888 -594	-9%	-$32.1K	0.06%	128
2023 Q2	$353K	Sell	6,482 -223	-3%	-$12.1K	0.06%	121
2023 Q1	$358K	Sell	6,705 -5,438	-45%	-$288K	0.08%	116
2022 Q4	$609K	Sell	12,143 -174	-1%	-$8.44K	0.13%	81
2022 Q3	$546K	Buy	12,317 +68	+0.6%	+$3.37K	0.15%	80
2022 Q2	$612K	Buy	12,249 +142	+1%	+$7.61K	0.17%	73
2022 Q1	$697K	Buy	+12,107	New	+$712K	0.18%	69

Other funds holding VEU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wescott Financial Advisory Group's VEU Position: Q1 2026 in Review

Wescott Financial Advisory Group reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 2.5% in Q1 2026, selling an estimated $29.1K and leaving 14,804 shares worth $1.11M. The position accounts for 0.1% of the portfolio, ranked #92.

Wescott Financial Advisory Group first reported a position in VEU in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.27M in Q3 2025. 1,560 funds tracked by Wall St. Rank hold VEU as of Q1 2026.

Wescott Financial Advisory Group held 14,804 shares of Vanguard FTSE All-World ex-US ETF worth $1.11M as of Q1 2026.
Wescott Financial Advisory Group sold 375 Vanguard FTSE All-World ex-US ETF shares in Q1 2026, an estimated $29.1K.
Vanguard FTSE All-World ex-US ETF made up 0.1% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #92 holding.
Wescott Financial Advisory Group first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2022 and has held it in 17 quarters since.
Wescott Financial Advisory Group's Vanguard FTSE All-World ex-US ETF position peaked at $1.27M in Q3 2025.
1,560 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.