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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
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 Sell
281,335
-12,550,267
-98% -$577M 5.26% 5
2023
Q1 		$284K Buy
+12,831,602
New +$572M 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 $1.37T 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's VEA Position: Q1 2026 in Review

Summit Wealth Group increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.31% in Q1 2026, buying an estimated $61.1K and bringing the position to 301,247 shares worth $19.3M. The position accounts for 4.43% of the portfolio, ranked #4.

Summit Wealth Group first reported a position in VEA in Q4 2019 and has held it in 16 quarters since. 2,893 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

  • Summit Wealth Group held 301,247 shares of Vanguard FTSE Developed Markets ETF worth $19.3M as of Q1 2026.
  • Summit Wealth Group bought 925 Vanguard FTSE Developed Markets ETF shares in Q1 2026, an estimated $61.1K.
  • Vanguard FTSE Developed Markets ETF made up 4.43% of Summit Wealth Group's portfolio in Q1 2026, its #4 holding.
  • Summit Wealth Group first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2019 and has held it in 16 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's 13F filing for Q1 2026, filed 4 May 2026.