Summit Wealth Group, LLC
Position in VEA — Vanguard FTSE Developed Markets ETF
CIK 1802865
WHITE RIVER JUNCTION, VT
Position in VEA
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$19,303,907
+$542,792 QoQ
Shares Held
301,247
+0.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
17.69%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 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
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,303,907 | 301,247 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $18,761,115 | 300,322 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $17,984,628 | 300,144 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $17,495,114 | 306,878 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $15,504,471 | 305,026 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $14,607,192 | 305,462 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $15,397,019 | 291,555 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $15,494,603 | 313,529 | Shares | Sole | 2024-07-31 | |
| 2023-06-30 | $12,992,050 | 281,335 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $284 | 12,831,602 | Shares | Sole | 2023-05-10 | |
| 2021-09-30 | $1,797,544 | 35,602 | Shares | Sole | 2021-11-12 | |
| 2020-12-31 | $12,925,247 | 273,782 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $11,906,562 | 291,114 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $10,923,574 | 281,608 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $10,125,157 | 303,694 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||