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Summit Wealth Group (Colorado)’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Summit Wealth Group (Colorado)’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
Q1 		$4.51M Buy
70,357
+22,498
+47% +$1.48M 0.47% 31
2025
Q4 		$2.99M Buy
+47,859
New +$2.93M 0.4% 38
2025
Q3 		– Sell
-49,533
Closed -$2.82M – 442
2025
Q2 		$2.82M Buy
+49,533
New +$2.65M 0.71% 38

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Summit Wealth Group (Colorado)'s VEA Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 47% in Q1 2026, buying an estimated $1.48M and bringing the position to 70,357 shares worth $4.51M. The position accounts for 0.47% of the portfolio, ranked #31.

Summit Wealth Group (Colorado) first reported a position in VEA in Q2 2025 and has held it in 3 quarters since. 2,893 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Summit Wealth Group (Colorado) held 70,357 shares of Vanguard FTSE Developed Markets ETF worth $4.51M as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 22,498 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $1.48M.
  • Vanguard FTSE Developed Markets ETF made up 0.47% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #31 holding.
  • Summit Wealth Group (Colorado) first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2025 and has held it in 3 quarters since.
  • 2,893 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.