Sightline Wealth Advisors, LLC VEU holdings history
VANGUARD FTSE ALL-WORLD EX-U · CUSIP 922042775 · CIK 1841979
As of 2026-06-30, Sightline Wealth Advisors, LLC reported 94.04K VEU (shares), valued at $7.88M, or 2.88% of its reported non-derivative portfolio. Filed 2026-07-22.
Verify history & sources →Shares increased 7.08%; reported value increased 19.41%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.88% | 94,044 | SEC filing ↗Filed Jul 22, 2026 |
| Q1 2026 | 2.79% | 87,829 | SEC filing ↗Filed Apr 15, 2026 |
| Q4 2025 | 1.97% | 62,686 | SEC filing ↗Filed Jan 26, 2026 |
| Q3 2025 | 1.37% | 42,596 | SEC filing ↗Filed Nov 3, 2025 |
| Q2 2025 | 1.30% | 40,099 | SEC filing ↗Filed Jul 15, 2025 |
| Q1 2025 | 1.22% | 38,027 | SEC filing ↗Filed Apr 29, 2025 |
| Q4 2024 | 1.09% | 35,090 | SEC filing ↗Filed Jan 13, 2025 |
| Q3 2024 | 1.21% | 34,918 | SEC filing ↗Filed Oct 21, 2024 |
| Q2 2024 | 1.27% | 34,811 | SEC filing ↗Filed Aug 2, 2024 |
| Q1 2024 | 1.29% | 33,409 | SEC filing ↗Filed Apr 24, 2024 |
| Q4 2023 | 1.41% | 33,028 | SEC filing ↗Filed Jan 23, 2024 |
| Q3 2023 | 1.46% | 30,165 | SEC filing ↗Filed Nov 1, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.46% | 30,165 | $1.56M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 1, 2023 |
| Q4 2023 | 1.41% | 33,028 | $1.85M | Shares increased 9.49%; reported value increased 18.51%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2024 |
| Q1 2024 | 1.29% | 33,409 | $1.96M | Shares increased 1.15%; reported value increased 5.67%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 24, 2024 |
| Q2 2024 | 1.27% | 34,811 | $2.04M | Shares increased 4.20%; reported value increased 4.18%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 2, 2024 |
| Q3 2024 | 1.21% | 34,918 | $2.20M | Shares increased 0.31%; reported value increased 7.77%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2024 |
| Q4 2024 | 1.09% | 35,090 | $2.01M | Shares increased 0.49%; reported value decreased 8.43%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 13, 2025 |
| Q1 2025 | 1.22% | 38,027 | $2.31M | Shares increased 8.37%; reported value increased 14.51%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2025 |
| Q2 2025 | 1.30% | 40,099 | $2.70M | Shares increased 5.45%; reported value increased 16.85%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2025 |
| Q3 2025 | 1.37% | 42,596 | $3.04M | Shares increased 6.23%; reported value increased 12.78%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 3, 2025 |
| Q4 2025 | 1.97% | 62,686 | $4.61M | Shares increased 47.16%; reported value increased 51.68%, and weight changed +0.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2026 |
| Q1 2026 | 2.79% | 87,829 | $6.60M | Shares increased 40.11%; reported value increased 43.04%, and weight changed +0.82 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 15, 2026 |
| Q2 2026 | 2.88% | 94,044 | $7.88M | Shares increased 7.08%; reported value increased 19.41%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2026 |
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