SUMMIT WEALTH & RETIREMENT PLANNING, INC.
PensionPosition in VEA — Vanguard FTSE Developed Markets ETF
CIK 1766995
EAGLE, ID
Position in VEA
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$713,082
+$17,854 QoQ
Shares Held
11,128
-0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VEA Over Time
Shares Held
Position Value (USD)
All Filings in VEA
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $713,082 | 11,128 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $695,228 | 11,129 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $666,789 | 11,128 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $634,350 | 11,127 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $565,534 | 11,126 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $528,984 | 11,062 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $583,128 | 11,042 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $545,596 | 11,040 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $553,575 | 11,034 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $522,014 | 10,898 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $476,460 | 10,898 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $503,269 | 10,898 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $492,262 | 10,898 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $465,783 | 11,098 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||