Summit Financial Strategies, Inc.

Position in VEA — Vanguard FTSE Developed Markets ETF

CIK 1625246 Columbus, OH

Position in VEA

as of Mar 31, 2026 · filed May 1, 2026 Compact

Position Value

$5,061,999

+$236,754 QoQ

Shares Held

78,995

+2.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

2.91%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$5,061,999	78,995	+2.3%	Shares	Sole	2026-05-01
2025-12-31	$4,825,245	77,241	-1.6%	Shares	Sole	2026-01-27
2025-09-30	$4,702,821	78,485	-0.1%	Shares	Sole	2025-10-22
2025-06-30	$4,481,043	78,601	-4.3%	Shares	Sole	2025-07-17
2025-03-31	$4,173,803	82,113	-1.3%	Shares	Sole	2025-05-12
2024-12-31	$3,978,528	83,198	-0.1%	Shares	Sole	2025-01-22
2024-09-30	$4,400,076	83,319	-8.8%	Shares	Sole	2024-10-16
2024-06-30	$4,515,752	91,375	+1.1%	Shares	Sole	2024-07-19
2024-03-31	$4,532,959	90,352	-0.7%	Shares	Sole	2024-05-09
2023-12-31	$4,358,037	90,982	-1.6%	Shares	Sole	2024-02-13
2023-09-30	$4,042,482	92,463	-2.8%	Shares	Sole	2023-10-24
2023-06-30	$4,393,796	95,145	-7.4%	Shares	Sole	2023-07-21
2023-03-31	$4,641,895	102,765	-0.1%	Shares	Sole	2023-04-21
2022-12-31	$4,317,034	102,860	+104.8%	Shares	Sole	2023-01-20
2022-09-30	$1,826,471	50,233	-58.9%	Shares	Sole	2022-10-21
2022-06-30	$4,991,676	122,345	+341.6%	Shares	Sole	2022-07-25
2022-03-31	$1,330,527	27,702	+54.8%	Shares	Sole	2022-05-04
2021-12-31	$913,922	17,899	+44.7%	Shares	Sole	2022-02-03
2021-09-30	$624,460	12,368	0.0%	Shares	Sole	2021-11-10
2021-06-30	$637,199	12,368	+54.6%	Shares	Sole	2021-08-11
2020-12-31	$377,727	8,001	0.0%	Shares	Sole	2021-02-05
2020-09-30	$327,240	8,001	-2.0%	Shares	Sole	2020-11-16
2020-06-30	$316,565	8,161	—	Shares	Sole	2020-07-31
No filing history on record for this holder in this stock.