Journey Beyond Wealth, LLC VEU — VANGUARD INTL EQUITY INDEX F

Ownership history in Journey Beyond Wealth, LLC  ·  6 quarters on record

AI Ownership Summary

Journey Beyond Wealth, LLC reported VANGUARD INTL EQUITY INDEX F (VEU) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 15.35% in 2025 Q3. The latest visible filing shows VEU at 13.56% 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.

What this VEU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Journey Beyond Wealth, LLC's position in VANGUARD INTL EQUITY INDEX F, 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
2026 Q1

VEU was reported at 13.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
15.35% in 2025 Q3

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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.

VEU stock page Journey Beyond Wealth, LLC fund profile Journey Beyond Wealth, LLC full holdings
How Journey Beyond Wealth, LLC held VEU — position size vs. price
% of Fund (quarterly)    VEU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 210,246 -32,790 -13.5% 13.56% $15.8M 2026-04-28 $79.77
2025 Q4 REDUCED 7.1% +2.2% ❌ 243,036 -18,446 -7.1% 14.22% $17.9M 2026-01-23 $77.35
2025 Q3 REDUCED — — — 261,482 -6,811 -2.5% 15.35% $18.7M 2025-10-28 $72.12
2025 Q2 ADDED — — — 268,293 +57,180 +27.1% 15.21% $18.0M 2025-07-22 $66.25
2025 Q1 REDUCED 5.2% +11.6% ❌ 211,113 -11,585 -5.2% 11.97% $12.8M 2025-04-25 $59.98
2024 Q4 INITIATED — — — 222,698 — — 12.02% $12.8M 2025-02-12 $58.50

🏢 Other funds also holding VEU

As of 2026 Q1 — sorted by position size

Flower City Capital 3Y 30.83% Somnio Financial Group, LLC 19.51% Strid Group, LLC 3Y 7Y 14.2% Five Pine Wealth Management 12.84% BLUESTEM FINANCIAL ADVISORS, LLC 3Y 12.65% Compton Wealth Advisory Group, LLC 3Y 7Y 12.64% Hegarty Advisors, LLC 12.6% DEFINE FINANCIAL, LLC 11.67% Blankinship & Foster, LLC 3Y 7Y 11.05% THREADGILL FINANCIAL, LLC 3Y 11.01%

FAQ About Journey Beyond Wealth, 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 Journey Beyond Wealth, LLC reported owning VEU?

Journey Beyond Wealth, LLC reported VEU across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported VEU position in Journey Beyond Wealth, LLC's portfolio?

The largest reported portfolio weight for VEU was 15.35% in 2025 Q3.

What is the latest reported VEU position on this page?

The most recent filing on this page is 2026 Q1, when Journey Beyond Wealth, LLC reported 210,246 shares, equal to 13.56% of portfolio, with an estimated market value of $15.8M.

What does the chart on this VEU ownership page compare?

The chart compares Journey Beyond Wealth, 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.

How well did Journey Beyond Wealth, LLC time their VEU position?

Based on 13F filing dates vs. subsequent VEU price moves, Journey Beyond Wealth, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on VEU relative to SPY over the holding period was +11.4%.

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