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Stone Summit Wealth’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Stone Summit Wealth’s Portfolio VEA Stock Details VEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$14.2M Buy
220,871
+39,683
+22% +$2.62M 3.94% 4
2025
Q4 		$11.3M Buy
181,188
+13,429
+8% +$823K 3.07% 7
2025
Q3 		$10.1M Buy
167,759
+49,641
+42% +$2.89M 2.85% 5
2025
Q2 		$6.73M Buy
118,118
+12,921
+12% +$692K 2.09% 11
2025
Q1 		$5.35M Buy
105,197
+11,248
+12% +$569K 1.81% 13
2024
Q4 		$4.49M Sell
93,949
-465
-0.5% -$23.4K 1.51% 17
2024
Q3 		$4.99M Buy
94,414
+9,515
+11% +$484K 1.61% 13
2024
Q2 		$4.2M Buy
84,899
+5,866
+7% +$292K 1.5% 17
2024
Q1 		$3.97M Buy
79,033
+11,445
+17% +$553K 1.38% 19
2023
Q4 		$3.24M Buy
67,588
+5,010
+8% +$224K 1.24% 24
2023
Q3 		$2.74M Buy
62,578
+4,962
+9% +$227K 1.17% 27
2023
Q2 		$2.66M Buy
57,616
+9,177
+19% +$422K 1.1% 26
2023
Q1 		$2.19M Buy
48,439
+6,385
+15% +$284K 0.97% 35
2022
Q4 		$1.76M Sell
42,054
-1,971
-4% -$79.8K 0.87% 42
2022
Q3 		$1.6M Sell
44,025
-3,505
-7% -$143K 0.98% 36
2022
Q2 		$1.94M Buy
47,530
+3,384
+8% +$150K 1.16% 27
2022
Q1 		$2.15M Buy
44,146
+16,600
+60% +$808K 1.2% 27
2021
Q4 		$1.41M Buy
+27,546
New +$1.41M 1.14% 33

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Stone Summit Wealth's VEA Position: Q1 2026 in Review

Stone Summit Wealth increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 22% in Q1 2026, buying an estimated $2.62M and bringing the position to 220,871 shares worth $14.2M. The position accounts for 3.94% of the portfolio, ranked #4.

Stone Summit Wealth first reported a position in VEA in Q4 2021 and has held it in 18 quarters since. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Stone Summit Wealth held 220,871 shares of Vanguard FTSE Developed Markets ETF worth $14.2M as of Q1 2026.
  • Stone Summit Wealth bought 39,683 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $2.62M.
  • Vanguard FTSE Developed Markets ETF made up 3.94% of Stone Summit Wealth's portfolio in Q1 2026, its #4 holding.
  • Stone Summit Wealth first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.