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

Summit Financial’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	$57.2M	Buy	803,015 +28,299	+4%	+$1.97M	0.63%	21
2026 Q1	$49.6M	Buy	774,716 +57,968	+8%	+$3.83M	0.63%	23
2025 Q4	$44.8M	Buy	716,748 +24,167	+3%	+$1.48M	0.66%	21
2025 Q3	$41.5M	Buy	692,581 +42,449	+7%	+$2.47M	0.63%	23
2025 Q2	$37.1M	Buy	650,132 +85,164	+15%	+$4.56M	0.84%	20
2025 Q1	$28.7M	Buy	564,968 +52,362	+10%	+$2.65M	0.8%	21
2024 Q4	$24.5M	Buy	512,606 +26,429	+5%	+$1.33M	0.86%	17
2024 Q3	$25.7M	Buy	486,177 +63,126	+15%	+$3.21M	1.01%	17
2024 Q2	$20.9M	Buy	423,051 +178,098	+73%	+$8.86M	0.95%	16
2024 Q1	$12.3M	Sell	244,953 -13,819	-5%	-$667K	0.73%	16
2023 Q4	$12.4M	Buy	258,772 +14,757	+6%	+$661K	0.81%	16
2023 Q3	$10.7M	Buy	244,015 +11,682	+5%	+$535K	0.79%	16
2023 Q2	$10.7M	Sell	232,333 -20,956	-8%	-$964K	0.78%	15
2023 Q1	$11.4M	Sell	253,289 -555	-0.2%	-$24.7K	1%	15
2022 Q4	$10.7M	Sell	253,844 -31,729	-11%	-$1.29M	1%	14
2022 Q3	$10.4M	Sell	285,573 -23,246	-8%	-$947K	0.98%	16
2022 Q2	$12.6M	Sell	308,819 -1,037	-0.3%	-$46.1K	1.18%	14
2022 Q1	$14.9M	Sell	309,856 -81,059	-21%	-$3.94M	1.16%	15
2021 Q4	$20M	Buy	390,915 +26,145	+7%	+$1.34M	1.52%	11
2021 Q3	$18.4M	Buy	364,770 +74,482	+26%	+$3.87M	1.58%	10
2021 Q2	$15M	Buy	290,288 +275,537	+1,868%	+$14.2M	1.48%	10
2021 Q1	$724K	Buy	14,751 +37	+0.3%	+$1.81K	0.1%	36
2020 Q4	$695K	Sell	14,714 -17,994	-55%	-$792K	0.1%	34
2020 Q3	$1.34M	Sell	32,708 -12,442	-28%	-$510K	0.22%	18
2020 Q2	$1.75M	Sell	45,150 -46,389	-51%	-$1.69M	0.31%	15
2020 Q1	$3.05M	Buy	91,539 +3,019	+3%	+$121K	0.67%	8
2019 Q4	$3.9M	Sell	88,520 -6,106	-6%	-$260K	0.66%	8
2019 Q3	$4.14M	Buy	94,626 +17,444	+23%	+$712K	0.7%	10
2019 Q2	$3.22M	Buy	77,182 +1,790	+2%	+$73.8K	0.54%	10
2019 Q1	$3.09M	Buy	75,392 +3,508	+5%	+$140K	0.53%	11
2018 Q4	$2.67M	Buy	+71,884	New	+$2.85M	0.52%	10

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Summit Financial's VEA Position: Q2 2026 in Review

Summit Financial increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 3.7% in Q2 2026, buying an estimated $1.97M and bringing the position to 803,015 shares worth $57.2M. The position accounts for 0.63% of the portfolio, ranked #21.

Summit Financial first reported a position in VEA in Q4 2018 and has held it in 31 quarters since. 2,999 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Summit Financial held 803,015 shares of Vanguard FTSE Developed Markets ETF worth $57.2M as of Q2 2026.
Summit Financial bought 28,299 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $1.97M.
Vanguard FTSE Developed Markets ETF made up 0.63% of Summit Financial's portfolio in Q2 2026, its #21 holding.
Summit Financial first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2018 and has held it in 31 quarters since.
2,999 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.