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

Summit Wealth 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
2026
Q2 		$21.6M Buy
303,158
+1,911
+0.6% +$133K 4.41% 3
2026
Q1 		$19.3M Buy
301,247
+925
+0.3% +$61.1K 4.43% 4
2025
Q4 		$18.8M Buy
300,322
+178
+0.1% +$10.9K 4.38% 4
2025
Q3 		$18M Sell
300,144
-6,734
-2% -$392K 4.35% 4
2025
Q2 		$17.5M Buy
306,878
+1,852
+0.6% +$99.2K 4.49% 4
2025
Q1 		$15.5M Sell
305,026
-436
-0.1% -$22.1K 4.53% 4
2024
Q4 		$14.6M Buy
305,462
+13,907
+5% +$698K 4.23% 5
2024
Q3 		$15.4M Sell
291,555
-21,974
-7% -$1.12M 4.44% 5
2024
Q2 		$15.5M Buy
+313,529
New +$15.6M 4.65% 5
2023
Q3 		– Sell
-281,335
Closed -$13M – 73
2023
Q2 		$13M Buy
281,335
+275,048
+4,375% +$12.7M 5.26% 5
2023
Q1 		$284K Buy
+6,287
New +$280K 6.78% 3
2021
Q4 		– Sell
-35,602
Closed -$1.8M – 51
2021
Q3 		$1.8M Buy
+35,602
New +$1.85M 2.84% 9
2021
Q1 		– Sell
-273,782
Closed -$12.9M – 215
2020
Q4 		$12.9M Sell
273,782
-17,332
-6% -$762K 8.11% 3
2020
Q3 		$11.9M Buy
291,114
+9,506
+3% +$390K 10.34% 3
2020
Q2 		$10.9M Sell
281,608
-22,086
-7% -$806K 9.99% 3
2020
Q1 		$10.1M Buy
303,694
+13,032
+4% +$523K 10.26% 3
2019
Q4 		$12.8M Buy
+290,662
New +$12.4M 12.08% 3

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Summit Wealth Group's VEA Position: Q2 2026 in Review

Summit Wealth Group increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.63% in Q2 2026, buying an estimated $133K and bringing the position to 303,158 shares worth $21.6M. The position accounts for 4.41% of the portfolio, ranked #3.

Summit Wealth Group first reported a position in VEA in Q4 2019 and has held it in 17 quarters since. 3,002 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Summit Wealth Group held 303,158 shares of Vanguard FTSE Developed Markets ETF worth $21.6M as of Q2 2026.
  • Summit Wealth Group bought 1,911 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $133K.
  • Vanguard FTSE Developed Markets ETF made up 4.41% of Summit Wealth Group's portfolio in Q2 2026, its #3 holding.
  • Summit Wealth Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2019 and has held it in 17 quarters since.
  • 3,002 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.