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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
Q3 		$17.1M Buy
242,348
+14,760
+6% +$1.06M 4.62% 3
2026
Q2 		$16.2M Buy
227,588
+6,717
+3% +$468K 4.12% 4
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

CLA (CliftonLarsonAllen) Wealth Advisors
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.66B AUM 9.25% 1-Year Est. Return
Wedmont Private Capital
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Clark Asset Management
Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Stone Summit Wealth's VEA Position: Q3 2026 in Review

Stone Summit Wealth increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 6.5% in Q3 2026, buying an estimated $1.06M and bringing the position to 242,348 shares worth $17.1M. The position accounts for 4.62% of the portfolio, ranked #3.

Stone Summit Wealth first reported a position in VEA in Q4 2021 and has held it in 20 quarters since. 715 funds tracked by Wall St. Rank hold VEA as of Q3 2026.

  • Stone Summit Wealth held 242,348 shares of Vanguard FTSE Developed Markets ETF worth $17.1M as of Q3 2026.
  • Stone Summit Wealth bought 14,760 Vanguard FTSE Developed Markets ETF shares in Q3 2026, an estimated $1.06M.
  • Vanguard FTSE Developed Markets ETF made up 4.62% of Stone Summit Wealth's portfolio in Q3 2026, its #3 holding.
  • Stone Summit Wealth first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and has held it in 20 quarters since.
  • 715 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.