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Summit Financial Group’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Summit Financial Group’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
2024
Q1 		$2.13M Sell
42,439
-1,000
-2% -$48.3K 0.76% 38
2023
Q4 		$2.08M Sell
43,439
-3,165
-7% -$142K 0.8% 33
2023
Q3 		$2.04M Hold
46,604
– – 0.86% 32
2023
Q2 		$2.15M Hold
46,604
– – 0.84% 32
2023
Q1 		$2.11M Sell
46,604
-200
-0.4% -$8.91K 0.8% 35
2022
Q4 		$1.96M Sell
46,804
-3,903
-8% -$158K 0.78% 35
2022
Q3 		$1.84M Sell
50,707
-36
-0.1% -$1.47K 0.77% 38
2022
Q2 		$2.07M Sell
50,743
-2,593
-5% -$115K 0.8% 35
2022
Q1 		$2.56M Sell
53,336
-7,601
-12% -$370K 0.87% 33
2021
Q4 		$3.11M Hold
60,937
– – 1.01% 28
2021
Q3 		$3.08M Hold
60,937
– – 1.11% 25
2021
Q2 		$3.14M Sell
60,937
-1,794
-3% -$92.6K 1.17% 24
2021
Q1 		$3.08M Sell
62,731
-5,762
-8% -$281K 1.28% 23
2020
Q4 		$3.23M Sell
68,493
-30,705
-31% -$1.35M 1.42% 19
2020
Q3 		$4.06M Sell
99,198
-12,484
-11% -$512K 2.01% 10
2020
Q2 		$4.33M Sell
111,682
-16,847
-13% -$615K 2.25% 9
2020
Q1 		$4.29M Sell
128,529
-7,673
-6% -$308K 2.56% 9
2019
Q4 		$6M Buy
136,202
+5,268
+4% +$225K 2.88% 7
2019
Q3 		$5.38M Buy
130,934
+36,657
+39% +$1.5M 2.73% 8
2019
Q2 		$3.93M Buy
+94,277
New +$3.89M 1.78% 13
2018
Q4 		– Sell
-44,246
Closed -$1.92M – 118
2018
Q3 		$1.92M Buy
44,246
+39,229
+782% +$1.69M 1.43% 22
2018
Q2 		$215K Buy
+5,017
New +$224K 0.17% 117

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Summit Financial Group's VEA Position: Q1 2024 in Review

Summit Financial Group reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 2.3% in Q1 2024, selling an estimated $48.3K and leaving 42,439 shares worth $2.13M. The position accounts for 0.76% of the portfolio, ranked #38.

Summit Financial Group first reported a position in VEA in Q2 2018 and has held it in 22 quarters since. The position peaked at $6M in Q4 2019. 2,148 funds tracked by Wall St. Rank hold VEA as of Q1 2024.

  • Summit Financial Group held 42,439 shares of Vanguard FTSE Developed Markets ETF worth $2.13M as of Q1 2024.
  • Summit Financial Group sold 1,000 Vanguard FTSE Developed Markets ETF shares in Q1 2024, an estimated $48.3K.
  • Vanguard FTSE Developed Markets ETF made up 0.76% of Summit Financial Group's portfolio in Q1 2024, its #38 holding.
  • Summit Financial Group first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2018 and has held it in 22 quarters since.
  • Summit Financial Group's Vanguard FTSE Developed Markets ETF position peaked at $6M in Q4 2019.
  • 2,148 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2024.

Based on Summit Financial Group's 13F filing for Q1 2024, filed 5 Apr 2024.