TILIA FIDUCIARY PARTNERS, INC. VEU — VANGUARD FTSE ALL-WORLD EX-US INDEX FUND

Ownership history in TILIA FIDUCIARY PARTNERS, INC.  ·  4 quarters on record

AI Ownership Summary

TILIA FIDUCIARY PARTNERS, INC. reported VANGUARD FTSE ALL-WORLD EX-US INDEX FUND (VEU) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 2.95% in 2026 Q2. The latest visible filing shows VEU at 2.95% 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 TILIA FIDUCIARY PARTNERS, INC.'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
2026 Q2

VEU was reported at 2.95% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.95% in 2026 Q2

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

Time in book
Holding Window
2025 Q3 to 2026 Q2

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 TILIA FIDUCIARY PARTNERS, INC. fund profile TILIA FIDUCIARY PARTNERS, INC. full holdings
How TILIA FIDUCIARY PARTNERS, 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)
2026 Q2 ADDED — — — 74,212 +30,801 +71.0% 2.95% $6.2M 2026-08-18 $84.43
2026 Q1 ADDED — — — 43,411 +20,552 +89.9% 1.79% $3.3M 2026-04-09 $78.64
2025 Q4 ADDED — — — 22,859 +17,029 +292.1% 0.93% $1.7M 2026-01-12 $76.20
2025 Q3 INITIATED — — — 5,830 — — 0.24% $416K 2025-10-10 $68.57

🏢 Other funds also holding VEU

As of 2026 Q2 — sorted by position size

Euclidean Capital LLC 3Y 61.76% Flower City Capital 3Y 30.49% RAFFA WEALTH MANAGEMENT, LLC 22.77% Boxwood Ventures, Inc. 3Y 21.36% Somnio Financial Group, LLC 19.53% THREADGILL FINANCIAL, LLC 3Y 17.92% Granby Capital Management, LLC 3Y 17.04% Wrenne Financial Planning LLC 16.75% 5th Street Advisors, LLC 3Y 16.33% CBIZ Investment Advisory Services, LLC 3Y 14.69%

FAQ About TILIA FIDUCIARY PARTNERS, 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 TILIA FIDUCIARY PARTNERS, INC. reported owning VEU?

TILIA FIDUCIARY PARTNERS, INC. reported VEU across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported VEU position in TILIA FIDUCIARY PARTNERS, INC.'s portfolio?

The largest reported portfolio weight for VEU was 2.95% in 2026 Q2.

What is the latest reported VEU position on this page?

The most recent filing on this page is 2026 Q2, when TILIA FIDUCIARY PARTNERS, INC. reported 74,212 shares, equal to 2.95% of portfolio, with an estimated market value of $6.2M.

What does the chart on this VEU ownership page compare?

The chart compares TILIA FIDUCIARY PARTNERS, 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 TILIA FIDUCIARY PARTNERS, INC. time their VEU position?

Based on 13F filing dates vs. subsequent VEU price moves, TILIA FIDUCIARY PARTNERS, INC. correctly timed 3 out of 3 reported position changes (100%). The annualised alpha on VEU relative to SPY over the holding period was +4.6%.

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