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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
Q2 		$634K Sell
8,893
-2,235
-20% -$156K 0.13% 59
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
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 & Retirement Planning's VEA Position: Q2 2026 in Review

Summit Wealth & Retirement Planning reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 20% in Q2 2026, selling an estimated $156K and leaving 8,893 shares worth $634K. The position accounts for 0.13% of the portfolio, ranked #59.

Summit Wealth & Retirement Planning first reported a position in VEA in Q4 2022 and has held it in 15 quarters since. The position peaked at $713K in Q1 2026. 2,997 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Summit Wealth & Retirement Planning held 8,893 shares of Vanguard FTSE Developed Markets ETF worth $634K as of Q2 2026.
  • Summit Wealth & Retirement Planning sold 2,235 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $156K.
  • Vanguard FTSE Developed Markets ETF made up 0.13% of Summit Wealth & Retirement Planning's portfolio in Q2 2026, its #59 holding.
  • Summit Wealth & Retirement Planning first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2022 and has held it in 15 quarters since.
  • Summit Wealth & Retirement Planning's Vanguard FTSE Developed Markets ETF position peaked at $713K in Q1 2026.
  • 2,997 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2026, filed 27 Jul 2026.