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

Summit Securities 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
2022
Q1 		– Sell
-4,700
Closed -$240K – 1375
2021
Q4 		$240K Buy
+4,700
New +$241K 0.01% 557
2013
Q3 		– Sell
-800
Closed -$28K – 558
2013
Q2 		$28K Buy
+800
New +$29.9K 0.01% 223

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Summit Securities Group's VEA Position: Q1 2022 in Review

Summit Securities Group sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q1 2022, closing a stake of 4,700 shares — an estimated $240K sold.

Summit Securities Group first reported a position in VEA in Q2 2013 and held it in 2 quarters. The position peaked at $240K in Q4 2021. 1,820 funds tracked by Wall St. Rank hold VEA as of Q1 2022.

  • Summit Securities Group reported no remaining Vanguard FTSE Developed Markets ETF position as of Q1 2022 after selling out during the quarter.
  • Summit Securities Group sold 4,700 Vanguard FTSE Developed Markets ETF shares in Q1 2022, an estimated $240K.
  • Summit Securities Group first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2013 and held it in 2 quarters.
  • Summit Securities Group's Vanguard FTSE Developed Markets ETF position peaked at $240K in Q4 2021.
  • 1,820 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2022.

Based on Summit Securities Group's 13F filing for Q1 2022, filed 11 May 2022.