M Financial Asset Management, Inc. VEU Vanguard FTSE All World, ex US ETF

Ownership history in M Financial Asset Management, Inc.  ·  28 quarters on record

AI Ownership Summary

M Financial Asset Management, Inc. reported Vanguard FTSE All World, ex US ETF (VEU) in 28 quarterly 13F filings from 2024 Q1 through 2024 Q4. Peak portfolio weight reached 33.5% in 2024 Q1. The latest visible filing shows VEU at 23.93% 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 M Financial Asset Management, Inc.'s position in Vanguard FTSE All World, ex US ETF, 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
2024 Q4

VEU was reported at 23.93% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
33.5% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 to 2024 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 M Financial Asset Management, Inc. 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 4 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q4 REDUCED 23.0% +6.0% 85,644 -25,620 -23.0% 23.93% $4.9M 2025-02-14 (Est.) $59.00
2024 Q3 REDUCED 111,264 -5,416 -4.6% 27.19% $7.0M 2024-10-30 $57.30
2024 Q2 REDUCED 34.2% +7.9% 116,680 -60,543 -34.2% 26.37% $6.8M 2024-08-07 $53.70
2024 Q1 ADDED 177,223 +17,802 +11.2% 33.50% $12.0M 2024-04-29 $54.24
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About M Financial Asset Management, Inc. and VEU

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

How long has M Financial Asset Management, Inc. reported owning VEU?

M Financial Asset Management, Inc. reported VEU across 4 quarterly 13F filings, from 2024 Q1 through 2024 Q4.

What was the largest reported VEU position in M Financial Asset Management, Inc.'s portfolio?

The largest reported portfolio weight for VEU was 33.50% in 2024 Q1.

What is the latest reported VEU position on this page?

The most recent filing on this page is 2024 Q4, when M Financial Asset Management, Inc. reported 85,644 shares, equal to 23.93% of portfolio, with an estimated market value of $4.9M.

What does the chart on this VEU ownership page compare?

The chart compares M Financial Asset Management, Inc.'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 M Financial Asset Management, Inc. time their VEU position?

Based on 13F filing dates vs. subsequent VEU price moves, M Financial Asset Management, Inc. correctly timed 13 out of 27 reported position changes (48%). The annualised alpha on VEU relative to SPY over the holding period was -8.3%.

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