Summit Wealth & Retirement Planning’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Summit Wealth & Retirement Planning’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	$713K	Sell	11,128 -1	-0%	-$66	0.17%	48
2025 Q4	$695K	Buy	11,129 +1	+0%	+$61	0.16%	44
2025 Q3	$667K	Buy	11,128 +1	+0%	+$58	0.16%	44
2025 Q2	$634K	Buy	11,127 +1	+0%	+$54	0.17%	43
2025 Q1	$566K	Buy	11,126 +64	+0.6%	+$3.24K	0.17%	40
2024 Q4	$529K	Buy	11,062 +20	+0.2%	+$1K	0.16%	40
2024 Q3	$583K	Buy	11,042 +2	+0%	+$102	0.19%	32
2024 Q2	$546K	Buy	11,040 +6	+0.1%	+$299	0.19%	35
2024 Q1	$554K	Buy	11,034 +136	+1%	+$6.57K	0.2%	31
2023 Q4	$522K	Hold	10,898	–	–	0.22%	32
2023 Q3	$476K	Hold	10,898	–	–	0.19%	37
2023 Q2	$503K	Hold	10,898	–	–	0.2%	37
2023 Q1	$492K	Sell	10,898 -200	-2%	-$8.91K	0.18%	54
2022 Q4	$466K	Buy	+11,098	New	+$450K	0.19%	64

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Summit Wealth & Retirement Planning's VEA Position: Q1 2026 in Review

Summit Wealth & Retirement Planning reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 0.01% in Q1 2026, selling an estimated $66 and leaving 11,128 shares worth $713K. The position accounts for 0.17% of the portfolio, ranked #48.

Summit Wealth & Retirement Planning first reported a position in VEA in Q4 2022 and has held it in 14 quarters since. 2,891 funds tracked by Wall St. Rank hold VEA as of Q1 2026.

Summit Wealth & Retirement Planning held 11,128 shares of Vanguard FTSE Developed Markets ETF worth $713K as of Q1 2026.
Summit Wealth & Retirement Planning sold 1 Vanguard FTSE Developed Markets ETF share in Q1 2026, an estimated $66.
Vanguard FTSE Developed Markets ETF made up 0.17% of Summit Wealth & Retirement Planning's portfolio in Q1 2026, its #48 holding.
Summit Wealth & Retirement Planning first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2022 and has held it in 14 quarters since.
2,891 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q1 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2026, filed 11 May 2026.