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

Summit Wealth Partners’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 		$1.99M Sell
27,888
-29
-0.1% -$2.02K 0.28% 68
2026
Q1 		$1.79M Buy
27,917
+12,001
+75% +$792K 0.28% 73
2025
Q4 		$994K Buy
15,916
+1,414
+10% +$86.6K 0.18% 79
2025
Q3 		$869K Sell
14,502
-347
-2% -$20.2K 0.16% 89
2025
Q2 		$847K Sell
14,849
-214
-1% -$11.5K 0.16% 88
2025
Q1 		$766K Buy
15,063
+301
+2% +$15.2K 0.16% 98
2024
Q4 		$706K Buy
14,762
+615
+4% +$30.9K 0.15% 97
2024
Q3 		$747K Buy
14,147
+1,801
+15% +$91.6K 0.14% 107
2024
Q2 		$610K Buy
12,346
+31
+0.3% +$1.54K 0.13% 116
2024
Q1 		$618K Sell
12,315
-321
-3% -$15.5K 0.13% 109
2023
Q4 		$605K Sell
12,636
-887
-7% -$39.7K 0.14% 105
2023
Q3 		$591K Sell
13,523
-655
-5% -$30K 0.15% 94
2023
Q2 		$655K Sell
14,178
-360
-2% -$16.6K 0.16% 89
2023
Q1 		$657K Sell
14,538
-3,345
-19% -$149K 0.17% 87
2022
Q4 		$751K Buy
17,883
+8,508
+91% +$345K 0.2% 75
2022
Q3 		$341K Buy
9,375
+126
+1% +$5.13K 0.1% 118
2022
Q2 		$377K Sell
9,249
-1,140
-11% -$50.7K 0.1% 107
2022
Q1 		$499K Sell
10,389
-102
-1% -$4.96K 0.11% 94
2021
Q4 		$536K Buy
10,491
+555
+6% +$28.5K 0.11% 88
2021
Q3 		$502K Buy
9,936
+1
+0% +$52 0.12% 89
2021
Q2 		$512K Sell
9,935
-1,508
-13% -$77.8K 0.12% 93
2021
Q1 		$562K Sell
11,443
-5,431
-32% -$265K 0.14% 85
2020
Q4 		$797K Sell
16,874
-32,704
-66% -$1.44M 0.22% 63
2020
Q3 		$2.03M Buy
49,578
+3,075
+7% +$126K 0.61% 34
2020
Q2 		$1.8M Buy
+46,503
New +$1.7M 0.58% 36

Other funds holding VEA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

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

Summit Wealth Partners reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.1% in Q2 2026, selling an estimated $2.02K and leaving 27,888 shares worth $1.99M. The position accounts for 0.28% of the portfolio, ranked #68.

Summit Wealth Partners first reported a position in VEA in Q2 2020 and has held it in 25 quarters since. The position peaked at $2.03M in Q3 2020. 1,674 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Summit Wealth Partners held 27,888 shares of Vanguard FTSE Developed Markets ETF worth $1.99M as of Q2 2026.
  • Summit Wealth Partners sold 29 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $2.02K.
  • Vanguard FTSE Developed Markets ETF made up 0.28% of Summit Wealth Partners's portfolio in Q2 2026, its #68 holding.
  • Summit Wealth Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q2 2020 and has held it in 25 quarters since.
  • Summit Wealth Partners's Vanguard FTSE Developed Markets ETF position peaked at $2.03M in Q3 2020.
  • 1,674 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.