Trust Point Inc. VEU — VANGUARD

Ownership history in Trust Point Inc.  ·  11 quarters on record

AI Ownership Summary

Trust Point Inc. reported VANGUARD (VEU) in 11 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 1.01% in 2024 Q4. The latest visible filing shows VEU at 0.70% 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 Trust Point Inc.'s position in VANGUARD, 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 0.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.01% in 2024 Q4

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 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 Trust Point Inc. fund profile Trust Point Inc. full holdings
How Trust Point 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 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 98,093 -338 -0.3% 0.70% $8.2M 2026-07-08 $82.68
2026 Q1 REDUCED 29.7% +11.3% ❌ 98,431 -41,567 -29.7% 0.64% $7.4M 2026-04-15 $80.11
2025 Q4 ADDED — — — 139,998 +31,163 +28.6% 0.81% $10.3M 2026-01-13 $75.78
2025 Q3 REDUCED — — — 108,835 -3,780 -3.4% 0.63% $7.8M 2025-10-10 $68.57
2025 Q2 ADDED — — — 112,615 +33,152 +41.7% 0.71% $7.6M 2025-07-10 $65.68
2025 Q1 REDUCED 68.6% +11.6% ❌ 79,463 -173,564 -68.6% 0.44% $4.8M 2025-04-17 $57.71
2024 Q4 ADDED — — — 253,027 +223,872 +767.9% 1.01% $14.5M 2025-01-24 $57.28
2024 Q3 ADDED — — — 29,155 +1,357 +4.9% 0.14% $1.8M 2024-10-17 $58.37
2024 Q2 REDUCED 27.2% +7.9% ❌ 27,798 -10,365 -27.2% 0.13% $1.6M 2024-07-24 $55.56
2024 Q1 REDUCED 6.5% +0.9% ❌ 38,163 -2,658 -6.5% 0.18% $2.2M 2024-04-19 $52.60
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding VEU

As of 2026 Q2 — sorted by position size

Flower City Capital 3Y 30.49% Somnio Financial Group, LLC 19.53% THREADGILL FINANCIAL, LLC 3Y 17.92% FC Advisory LLC 3Y 7Y 8.67% TL Private Wealth 3Y 7.67% WEALTHCARE CAPITAL MANAGEMENT LLC 3Y 7Y 7.36% Topor & Co. Korea 7.36% Beacon Wealthcare LLC 3Y 7.02% Sandy Cove Advisors, LLC 3Y 5.87% Value Investment Professionals, LLC 5.14%

FAQ About Trust Point 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 Trust Point Inc. reported owning VEU?

Trust Point Inc. reported VEU across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported VEU position in Trust Point Inc.'s portfolio?

The largest reported portfolio weight for VEU was 1.01% in 2024 Q4.

What is the latest reported VEU position on this page?

The most recent filing on this page is 2026 Q2, when Trust Point Inc. reported 98,093 shares, equal to 0.70% of portfolio, with an estimated market value of $8.2M.

What does the chart on this VEU ownership page compare?

The chart compares Trust Point 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 Trust Point Inc. time their VEU position?

Based on 13F filing dates vs. subsequent VEU price moves, Trust Point Inc. correctly timed 4 out of 10 reported position changes (40%). The annualised alpha on VEU relative to SPY over the holding period was +230.7%.

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