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

Summit Financial Strategies’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
Q2 		$5.62M Sell
78,919
-76
-0.1% -$5.29K 0.39% 24
2026
Q1 		$5.06M Buy
78,995
+1,754
+2% +$116K 0.4% 24
2025
Q4 		$4.83M Sell
77,241
-1,244
-2% -$76.2K 0.4% 26
2025
Q3 		$4.7M Sell
78,485
-116
-0.1% -$6.76K 0.4% 25
2025
Q2 		$4.48M Sell
78,601
-3,512
-4% -$188K 0.41% 24
2025
Q1 		$4.17M Sell
82,113
-1,085
-1% -$54.9K 0.42% 25
2024
Q4 		$3.98M Sell
83,198
-121
-0.1% -$6.08K 0.44% 28
2024
Q3 		$4.4M Sell
83,319
-8,056
-9% -$410K 0.5% 23
2024
Q2 		$4.52M Buy
91,375
+1,023
+1% +$50.9K 0.56% 23
2024
Q1 		$4.53M Sell
90,352
-630
-0.7% -$30.4K 0.63% 22
2023
Q4 		$4.36M Sell
90,982
-1,481
-2% -$66.3K 0.67% 22
2023
Q3 		$4.04M Sell
92,463
-2,682
-3% -$123K 0.77% 18
2023
Q2 		$4.39M Sell
95,145
-7,620
-7% -$350K 0.82% 18
2023
Q1 		$4.64M Sell
102,765
-95
-0.1% -$4.23K 0.91% 16
2022
Q4 		$4.32M Buy
102,860
+52,627
+105% +$2.13M 0.93% 16
2022
Q3 		$1.83M Sell
50,233
-72,112
-59% -$2.94M 0.43% 22
2022
Q2 		$4.99M Buy
122,345
+94,643
+342% +$4.21M 1.17% 16
2022
Q1 		$1.33M Buy
27,702
+9,803
+55% +$477K 0.27% 28
2021
Q4 		$914K Buy
17,899
+5,531
+45% +$284K 0.18% 42
2021
Q3 		$624K Hold
12,368
– – 0.12% 56
2021
Q2 		$637K Buy
+12,368
New +$638K 0.13% 54
2021
Q1 		– Sell
-8,001
Closed -$378K – 74
2020
Q4 		$378K Hold
8,001
– – 0.13% 53
2020
Q3 		$327K Sell
8,001
-160
-2% -$6.56K 0.13% 52
2020
Q2 		$317K Buy
+8,161
New +$298K 0.14% 51

Other funds holding VEA

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Summit Financial Strategies's VEA Position: Q2 2026 in Review

Summit Financial Strategies reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.1% in Q2 2026, selling an estimated $5.29K and leaving 78,919 shares worth $5.62M. The position accounts for 0.39% of the portfolio, ranked #24.

Summit Financial Strategies first reported a position in VEA in Q2 2020 and has held it in 24 quarters since. 1,588 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Summit Financial Strategies held 78,919 shares of Vanguard FTSE Developed Markets ETF worth $5.62M as of Q2 2026.
  • Summit Financial Strategies sold 76 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $5.29K.
  • Vanguard FTSE Developed Markets ETF made up 0.39% of Summit Financial Strategies's portfolio in Q2 2026, its #24 holding.
  • Summit Financial Strategies first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2020 and has held it in 24 quarters since.
  • 1,588 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.