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Zynergy Retirement Planning’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Zynergy Retirement Planning’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 		$574K Hold
6,854
– – 0.31% 16
2026
Q1 		$515K Hold
6,854
– – 0.31% 16
2025
Q4 		$504K Hold
6,854
– – 0.31% 18
2025
Q3 		$489K Hold
6,854
– – 0.31% 18
2025
Q2 		$461K Hold
6,854
– – 0.31% 17
2025
Q1 		$393K Sell
6,854
-413
-6% -$24.9K 0.28% 19
2024
Q4 		$458K Hold
7,267
– – 0.32% 20
2024
Q3 		$458K Hold
7,267
– – 0.32% 20
2024
Q2 		$426K Buy
+7,267
New +$426K 0.33% 19

Other funds holding VEU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
WA
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Zynergy Retirement Planning's VEU Position: Q2 2026 in Review

Zynergy Retirement Planning held its Vanguard FTSE All-World ex-US ETF (VEU) position steady in Q2 2026 at 6,854 shares worth $574K. The position accounts for 0.31% of the portfolio, ranked #16.

Zynergy Retirement Planning first reported a position in VEU in Q2 2024 and has held it in 9 quarters since. 851 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

  • Zynergy Retirement Planning held 6,854 shares of Vanguard FTSE All-World ex-US ETF worth $574K as of Q2 2026.
  • Zynergy Retirement Planning left its Vanguard FTSE All-World ex-US ETF share count unchanged in Q2 2026.
  • Vanguard FTSE All-World ex-US ETF made up 0.31% of Zynergy Retirement Planning's portfolio in Q2 2026, its #16 holding.
  • Zynergy Retirement Planning first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2024 and has held it in 9 quarters since.
  • 851 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

Based on Zynergy Retirement Planning's 13F filing for Q2 2026, filed 17 Jul 2026.