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Summit Wealth Partners’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History

Summit Wealth Partners’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 		$982K Sell
11,719
-325
-3% -$26.6K 0.14% 109
2026
Q1 		$905K Buy
12,044
+1
+0% +$77 0.14% 109
2025
Q4 		$886K Buy
12,043
+12
+0.1% +$873 0.16% 86
2025
Q3 		$859K Sell
12,031
-47
-0.4% -$3.24K 0.16% 92
2025
Q2 		$812K Sell
12,078
-443
-4% -$28K 0.15% 89
2025
Q1 		$760K Sell
12,521
-226
-2% -$13.6K 0.15% 99
2024
Q4 		$732K Buy
12,747
+11
+0.1% +$663 0.15% 94
2024
Q3 		$802K Buy
12,736
+3
+0% +$181 0.15% 99
2024
Q2 		$747K Sell
12,733
-336
-3% -$19.7K 0.16% 100
2024
Q1 		$766K Sell
13,069
-648
-5% -$36.6K 0.16% 96
2023
Q4 		$770K Sell
13,717
-788
-5% -$41.8K 0.18% 88
2023
Q3 		$752K Buy
14,505
+4
+0% +$216 0.19% 81
2023
Q2 		$789K Sell
14,501
-803
-5% -$43.5K 0.2% 82
2023
Q1 		$818K Buy
15,304
+138
+0.9% +$7.31K 0.21% 79
2022
Q4 		$760K Buy
15,166
+1,220
+9% +$59.2K 0.2% 73
2022
Q3 		$619K Buy
13,946
+3
+0% +$148 0.17% 75
2022
Q2 		$697K Buy
13,943
+7
+0.1% +$375 0.19% 65
2022
Q1 		$803K Sell
13,936
-440
-3% -$25.9K 0.18% 67
2021
Q4 		$881K Sell
14,376
-97
-0.7% -$6K 0.19% 63
2021
Q3 		$882K Sell
14,473
-319
-2% -$20.1K 0.21% 59
2021
Q2 		$938K Sell
14,792
-611
-4% -$38.7K 0.22% 58
2021
Q1 		$935K Sell
15,403
-10
-0.1% -$608 0.24% 53
2020
Q4 		$899K Sell
15,413
-352
-2% -$19.2K 0.24% 59
2020
Q3 		$795K Buy
15,765
+2,073
+15% +$105K 0.24% 66
2020
Q2 		$652K Buy
13,692
+626
+5% +$28K 0.21% 74
2020
Q1 		$536K Buy
+13,066
New +$643K 0.22% 62

Other funds holding VEU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 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
OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return

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

Summit Wealth Partners reduced its Vanguard FTSE All-World ex-US ETF (VEU) stake by 2.7% in Q2 2026, selling an estimated $26.6K and leaving 11,719 shares worth $982K. The position accounts for 0.14% of the portfolio, ranked #109.

Summit Wealth Partners first reported a position in VEU in Q1 2020 and has held it in 26 quarters since. 895 funds tracked by Wall St. Rank hold VEU as of Q2 2026.

  • Summit Wealth Partners held 11,719 shares of Vanguard FTSE All-World ex-US ETF worth $982K as of Q2 2026.
  • Summit Wealth Partners sold 325 Vanguard FTSE All-World ex-US ETF shares in Q2 2026, an estimated $26.6K.
  • Vanguard FTSE All-World ex-US ETF made up 0.14% of Summit Wealth Partners's portfolio in Q2 2026, its #109 holding.
  • Summit Wealth Partners first reported a position in Vanguard FTSE All-World ex-US ETF in Q1 2020 and has held it in 26 quarters since.
  • 895 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US ETF as of Q2 2026.

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