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

Summit Financial’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	$294M	Buy	3,511,693 +59,473	+2%	+$4.86M	3.22%	2
2026 Q1	$259M	Buy	3,452,220 +113,088	+3%	+$8.76M	3.3%	2
2025 Q4	$246M	Buy	3,339,132 +66,977	+2%	+$4.87M	3.61%	2
2025 Q3	$234M	Sell	3,272,155 -158,192	-5%	-$10.9M	3.56%	2
2025 Q2	$231M	Buy	3,430,347 +89,890	+3%	+$5.69M	5.21%	2
2025 Q1	$203M	Sell	3,340,457 -19,445	-0.6%	-$1.17M	5.68%	2
2024 Q4	$193M	Buy	3,359,902 +130,094	+4%	+$7.84M	6.76%	2
2024 Q3	$203M	Sell	3,229,808 -60,862	-2%	-$3.67M	7.97%	2
2024 Q2	$193M	Sell	3,290,670 -57,579	-2%	-$3.38M	8.81%	2
2024 Q1	$196M	Buy	3,348,249 +35,180	+1%	+$1.99M	11.63%	2
2023 Q4	$186M	Buy	3,313,069 +28,330	+0.9%	+$1.5M	12.15%	2
2023 Q3	$170M	Buy	3,284,739 +49,725	+2%	+$2.69M	12.58%	2
2023 Q2	$176M	Buy	3,235,014 +249,359	+8%	+$13.5M	12.83%	2
2023 Q1	$160M	Buy	2,985,655 +18,173	+0.6%	+$963K	13.95%	2
2022 Q4	$149M	Buy	2,967,482 +131,873	+5%	+$6.4M	13.99%	2
2022 Q3	$126M	Buy	2,835,609 +18,664	+0.7%	+$924K	11.92%	2
2022 Q2	$141M	Buy	2,816,945 +43,457	+2%	+$2.33M	13.19%	2
2022 Q1	$160M	Sell	2,773,488 -26,153	-0.9%	-$1.54M	12.46%	2
2021 Q4	$172M	Buy	2,799,641 +52,314	+2%	+$3.24M	13.08%	2
2021 Q3	$167M	Buy	2,747,327 +62,047	+2%	+$3.9M	14.37%	2
2021 Q2	$170M	Sell	2,685,280 -50,149	-2%	-$3.17M	16.86%	2
2021 Q1	$166M	Sell	2,735,429 -15,818	-0.6%	-$962K	21.88%	2
2020 Q4	$161M	Sell	2,751,247 -22,025	-0.8%	-$1.2M	22.57%	2
2020 Q3	$140M	Sell	2,773,272 -13,381	-0.5%	-$679K	23.14%	2
2020 Q2	$133M	Buy	2,786,653 +251,020	+10%	+$11.2M	23.49%	2
2020 Q1	$104M	Buy	2,535,633 +72,249	+3%	+$3.55M	22.86%	2
2019 Q4	$132M	Sell	2,463,384 -80,764	-3%	-$4.19M	22.49%	2
2019 Q3	$128M	Buy	2,544,148 +26,599	+1%	+$1.33M	21.61%	2
2019 Q2	$128M	Buy	2,517,549 +172,993	+7%	+$8.73M	21.66%	2
2019 Q1	$118M	Buy	2,344,556 +27,366	+1%	+$1.34M	20.18%	2
2018 Q4	$106M	Buy	+2,317,190	New	+$111M	20.51%	2

Other funds holding VEU

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

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

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Summit Financial's VEU Position: Q2 2026 in Review

Summit Financial increased its Vanguard FTSE All-World ex-US ETF (VEU) stake by 1.7% in Q2 2026, buying an estimated $4.86M and bringing the position to 3,511,693 shares worth $294M. The position accounts for 3.22% of the portfolio, ranked #2.

Summit Financial first reported a position in VEU in Q4 2018 and has held it in 31 quarters since. 1,621 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

Summit Financial held 3,511,693 shares of Vanguard FTSE All-World ex-US ETF worth $294M as of Q2 2026.
Summit Financial bought 59,473 Vanguard FTSE All-World ex-US ETF shares in Q2 2026, an estimated $4.86M.
Vanguard FTSE All-World ex-US ETF made up 3.22% of Summit Financial's portfolio in Q2 2026, its #2 holding.
Summit Financial first reported a position in Vanguard FTSE All-World ex-US ETF in Q4 2018 and has held it in 31 quarters since.
1,621 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

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