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Summit Wealth Group (Colorado)’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Summit Wealth Group (Colorado)’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 		$834K Hold
9,953
– – 0.07% 150
2026
Q1 		$747K Hold
9,953
– – 0.08% 134
2025
Q4 		$732K Buy
+9,953
New +$724K 0.1% 119
2025
Q3 		– Sell
-18,993
Closed -$1.28M – 443
2025
Q2 		$1.28M Buy
+18,993
New +$1.2M 0.32% 74

Other funds holding VEU

DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
HCM
Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $901M AUM 21.04% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.35B AUM 34.37% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return

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

Summit Wealth Group (Colorado) held its Vanguard FTSE All-World ex-US ETF (VEU) position steady in Q2 2026 at 9,953 shares worth $834K. The position accounts for 0.07% of the portfolio, ranked #150.

Summit Wealth Group (Colorado) first reported a position in VEU in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.28M in Q2 2025. 676 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

  • Summit Wealth Group (Colorado) held 9,953 shares of Vanguard FTSE All-World ex-US ETF worth $834K as of Q2 2026.
  • Summit Wealth Group (Colorado) left its Vanguard FTSE All-World ex-US ETF share count unchanged in Q2 2026.
  • Vanguard FTSE All-World ex-US ETF made up 0.07% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #150 holding.
  • Summit Wealth Group (Colorado) first reported a position in Vanguard FTSE All-World ex-US ETF in Q2 2025 and has held it in 4 quarters since.
  • Summit Wealth Group (Colorado)'s Vanguard FTSE All-World ex-US ETF position peaked at $1.28M in Q2 2025.
  • 676 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

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