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WR Wealth Planners’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

WR Wealth Planners’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
2024
Q4 		$1.06K Buy
19
+1
+6% +$60 ﹤0.01% 925
2024
Q3 		$1.15K Hold
18
– – ﹤0.01% 960
2024
Q2 		$1.06K Buy
+18
New +$1.06K ﹤0.01% 949

Other funds holding VEU

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
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
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $40.9B AUM 35.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

WR Wealth Planners's VEU Position: Q4 2024 in Review

WR Wealth Planners increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 5.6% in Q4 2024, buying an estimated $60 and bringing the position to 19 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #925.

WR Wealth Planners first reported a position in VEU in Q2 2024 and has held it in 3 quarters since. The position peaked at $1.15K in Q3 2024. 1,289 funds tracked by Wall St. Rank hold VEU as of Q4 2024.

  • WR Wealth Planners held 19 shares of Vanguard FTSE All-World ex-US ETF worth $1.06K as of Q4 2024.
  • WR Wealth Planners bought 1 Vanguard FTSE All-World ex-US ETF share in Q4 2024, an estimated $60.
  • Vanguard FTSE All-World ex-US ETF made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #925 holding.
  • WR Wealth Planners first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2024 and has held it in 3 quarters since.
  • WR Wealth Planners's Vanguard FTSE All-World ex-US ETF position peaked at $1.15K in Q3 2024.
  • 1,289 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.