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Summit Financial Strategies’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Summit Financial Strategies’s Portfolio VEU Stock Details VEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.09M Hold
13,002
– – 0.08% 72
2026
Q1 		$976K Sell
13,002
-332
-2% -$25.7K 0.08% 69
2025
Q4 		$981K Hold
13,334
– – 0.08% 69
2025
Q3 		$952K Sell
13,334
-143
-1% -$9.87K 0.08% 65
2025
Q2 		$906K Sell
13,477
-67
-0.5% -$4.24K 0.08% 64
2025
Q1 		$822K Sell
13,544
-145
-1% -$8.74K 0.08% 62
2024
Q4 		$786K Sell
13,689
-642
-4% -$38.7K 0.09% 62
2024
Q3 		$903K Sell
14,331
-383
-3% -$23.1K 0.1% 60
2024
Q2 		$863K Sell
14,714
-688
-4% -$40.4K 0.11% 61
2024
Q1 		$903K Sell
15,402
-44
-0.3% -$2.49K 0.13% 61
2023
Q4 		$867K Hold
15,446
– – 0.13% 58
2023
Q3 		$801K Sell
15,446
-543
-3% -$29.4K 0.15% 50
2023
Q2 		$870K Hold
15,989
– – 0.16% 47
2023
Q1 		$855K Sell
15,989
-134
-0.8% -$7.1K 0.17% 46
2022
Q4 		$808K Sell
16,123
-2,010
-11% -$97.5K 0.17% 44
2022
Q3 		$804K Sell
18,133
-1,706
-9% -$84.4K 0.19% 42
2022
Q2 		$991K Buy
19,839
+52
+0.3% +$2.79K 0.23% 37
2022
Q1 		$1.14M Sell
19,787
-82
-0.4% -$4.83K 0.23% 33
2021
Q4 		$1.22M Sell
19,869
-1,000
-5% -$61.9K 0.24% 32
2021
Q3 		$1.27M Hold
20,869
– – 0.24% 32
2021
Q2 		$1.32M Buy
+20,869
New +$1.32M 0.26% 30
2021
Q1 		– Sell
-16,664
Closed -$973K – 75
2020
Q4 		$973K Sell
16,664
-68
-0.4% -$3.71K 0.33% 26
2020
Q3 		$844K Sell
16,732
-596
-3% -$30.2K 0.34% 26
2020
Q2 		$825K Buy
17,328
+303
+2% +$13.6K 0.37% 24
2020
Q1 		$698K Buy
+17,025
New +$837K 0.38% 23

Other funds holding VEU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

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

Summit Financial Strategies held its Vanguard FTSE All-World ex-US ETF (VEU) position steady in Q2 2026 at 13,002 shares worth $1.09M. The position accounts for 0.08% of the portfolio, ranked #72.

Summit Financial Strategies first reported a position in VEU in Q1 2020 and has held it in 25 quarters since. The position peaked at $1.32M in Q2 2021. 1,099 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

  • Summit Financial Strategies held 13,002 shares of Vanguard FTSE All-World ex-US ETF worth $1.09M as of Q2 2026.
  • Summit Financial Strategies left its Vanguard FTSE All-World ex-US ETF share count unchanged in Q2 2026.
  • Vanguard FTSE All-World ex-US ETF made up 0.08% of Summit Financial Strategies's portfolio in Q2 2026, its #72 holding.
  • Summit Financial Strategies first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2020 and has held it in 25 quarters since.
  • Summit Financial Strategies's Vanguard FTSE All-World ex-US ETF position peaked at $1.32M in Q2 2021.
  • 1,099 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

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