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 Q2	$5.04M	Buy	70,748 +391	+0.6%	+$27.2K	0.42%	34
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	–	621
2025 Q2	$2.82M	Buy	+49,533	New	+$2.65M	0.71%	38

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 Wealth Group (Colorado)'s VEA Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.56% in Q2 2026, buying an estimated $27.2K and bringing the position to 70,748 shares worth $5.04M. The position accounts for 0.42% of the portfolio, ranked #34.

Summit Wealth Group (Colorado) first reported a position in VEA in Q2 2025 and has held it in 4 quarters since. 3,009 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

Summit Wealth Group (Colorado) held 70,748 shares of Vanguard FTSE Developed Markets ETF worth $5.04M as of Q2 2026.
Summit Wealth Group (Colorado) bought 391 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $27.2K.
Vanguard FTSE Developed Markets ETF made up 0.42% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #34 holding.
Summit Wealth Group (Colorado) first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2025 and has held it in 4 quarters since.
3,009 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.