VEU VANGUARD FTSE ALL-WORLD EX US INDEX FUND

Ownership history in Avior Wealth Management, LLC  ·  40 quarters on record

AI Ownership Summary

Avior Wealth Management, LLC reported VANGUARD FTSE ALL-WORLD EX US INDEX FUND (VEU) in 40 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.01% in 2024 Q3. The latest visible filing shows VEU at 0.91% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VEU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Avior Wealth Management, LLC's position in VANGUARD FTSE ALL-WORLD EX US INDEX FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

VEU was reported at 0.91% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.01% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Avior Wealth Management, LLC held VEU — position size vs. price
% of Fund (quarterly)    VEU price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 396,591 -3,553 -0.9% 0.91% $29.2M 2026-02-14 (Est.) $80.36
2025 Q3 REDUCED 400,144 -4,215 -1.0% 0.92% $28.6M 2025-11-14 $71.67
2025 Q2 REDUCED 404,359 -3,798 -0.9% 0.94% $27.2M 2025-07-17 $65.74
2025 Q1 REDUCED 408,157 -5,235 -1.3% 0.94% $24.8M 2025-04-21 $57.78
2024 Q4 ADDED 413,392 +9,408 +2.3% 0.87% $23.7M 2025-01-17 $56.01
2024 Q3 ADDED 403,984 +6,216 +1.6% 1.01% $25.5M 2024-11-08 $57.37
2024 Q2 ADDED 397,768 +396,042 +22945.7% 1.00% $23.3M 2024-08-13 $55.99
2024 Q1 ADDED 1,726 +1,322 +327.2% 0.00% $101K 2024-04-30 $53.74
2023 Q4 REDUCED 404 -19 -4.5% 0.00% $23K 2024-01-30 $51.98
2023 Q3 REDUCED 423 -21 -4.7% 0.00% $22K 2023-10-17 $47.85
30 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Avior Wealth Management, LLC and VEU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Avior Wealth Management, LLC reported owning VEU?

Avior Wealth Management, LLC reported VEU across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported VEU position in Avior Wealth Management, LLC's portfolio?

The largest reported portfolio weight for VEU was 1.01% in 2024 Q3.

What is the latest reported VEU position on this page?

The most recent filing on this page is 2025 Q4, when Avior Wealth Management, LLC reported 396,591 shares, equal to 0.91% of portfolio, with an estimated market value of $29.2M.

What does the chart on this VEU ownership page compare?

The chart compares Avior Wealth Management, LLC's quarterly VEU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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