Wolf Group Capital Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Wolf Group Capital 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
2025 Q1	$6.41M	Buy	105,618 +51,661	+96%	+$3.11M	2.15%	9
2024 Q4	$2.94M	Hold	53,957	–	–	1.42%	20
2024 Q3	$2.94M	Sell	53,957 -28,652	-35%	-$1.73M	1.4%	21
2024 Q2	$4.84M	Buy	82,609 +28,652	+53%	+$1.68M	1.91%	10
2024 Q1	$2.94M	Hold	53,957	–	–	1.4%	21
2023 Q4	$2.94M	Sell	53,957 -3,240	-6%	-$172K	1.39%	21
2023 Q3	$2.97M	Buy	57,197 +4,045	+8%	+$219K	1.4%	21
2023 Q2	$2.84M	Buy	53,152 +3,655	+7%	+$198K	1.42%	21
2023 Q1	$2.65M	Sell	49,497 -601	-1%	-$31.8K	1.32%	23
2022 Q4	$2.51M	Buy	50,098 +13,371	+36%	+$649K	1.18%	26
2022 Q3	$1.63M	Sell	36,727 -1,442	-4%	-$71.4K	0.89%	40
2022 Q2	$1.91M	Buy	38,169 +9,258	+32%	+$496K	0.99%	33
2022 Q1	$1.67M	Sell	28,911 -42,863	-60%	-$2.52M	0.85%	49
2021 Q4	$4.4M	Buy	71,774 +46,456	+183%	+$2.87M	0.72%	49
2021 Q3	$1.54M	Buy	25,318 +5,688	+29%	+$358K	0.84%	48
2021 Q2	$1.24M	Buy	19,630 +6,596	+51%	+$417K	0.67%	56
2021 Q1	$791K	Buy	13,034 +3,094	+31%	+$188K	0.46%	64
2020 Q4	$580K	Buy	9,940 +592	+6%	+$32.3K	0.36%	64
2020 Q3	$472K	Sell	9,348 -67	-0.7%	-$3.4K	0.33%	63
2020 Q2	$448K	Buy	9,415 +1,534	+19%	+$68.7K	0.33%	59
2020 Q1	$323K	Buy	7,881 +515	+7%	+$25.3K	0.27%	61
2019 Q4	$396K	Sell	7,366 -708	-9%	-$36.8K	0.26%	57
2019 Q3	$403K	Buy	8,074 +1,413	+21%	+$70.4K	0.28%	60
2019 Q2	$340K	Buy	6,661 +435	+7%	+$21.9K	0.24%	58
2019 Q1	$312K	Buy	+6,226	New	+$305K	0.21%	69
2016 Q3	–	Sell	-4,855	Closed	-$208K	–	106
2016 Q2	$208K	Buy	+4,855	New	+$210K	0.15%	101
2015 Q4	–	Sell	-6,890	Closed	-$294K	–	120
2015 Q3	$294K	Buy	6,890 +1,160	+20%	+$53.5K	0.24%	87
2015 Q2	$278K	Buy	+5,730	New	+$290K	0.19%	97
2014 Q4	–	Sell	-4,993	Closed	-$246K	–	98
2014 Q3	$246K	Buy	4,993 +256	+5%	+$13.2K	0.18%	92
2014 Q2	$248K	Buy	+4,737	New	+$244K	0.18%	92

Other funds holding VEU

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Wolf Group Capital Advisors's VEU Position: Q1 2025 in Review

Wolf Group Capital Advisors increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 96% in Q1 2025, buying an estimated $3.11M and bringing the position to 105,618 shares worth $6.41M. The position accounts for 2.15% of the portfolio, ranked #9.

Wolf Group Capital Advisors first reported a position in VEU in Q2 2014 and has held it in 30 quarters since. 1,290 funds tracked by Wall St. Rank hold VEU as of Q1 2025.

Wolf Group Capital Advisors held 105,618 shares of Vanguard FTSE All-World ex-US ETF worth $6.41M as of Q1 2025.
Wolf Group Capital Advisors bought 51,661 Vanguard FTSE All-World ex-US ETF shares in Q1 2025, an estimated $3.11M.
Vanguard FTSE All-World ex-US ETF made up 2.15% of Wolf Group Capital Advisors's portfolio in Q1 2025, its #9 holding.
Wolf Group Capital Advisors first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2014 and has held it in 30 quarters since.
1,290 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q1 2025.

Based on Wolf Group Capital Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.