Summit Wealth Partners, LLC
Position in VEA — Vanguard FTSE Developed Markets ETF
CIK 2033312
Orlando, FL
Position in VEA
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$1,788,921
+$794,649 QoQ
Shares Held
27,917
+75.4% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 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
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,788,921 | 27,917 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $994,272 | 15,916 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $868,959 | 14,502 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $846,541 | 14,849 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $765,652 | 15,063 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $705,918 | 14,762 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $747,103 | 14,147 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $610,139 | 12,346 | Shares | Sole | 2024-09-11 | |
| 2024-03-31 | $617,843 | 12,315 | Shares | Sole | 2024-09-11 | |
| 2023-12-31 | $605,264 | 12,636 | Shares | Sole | 2024-09-11 | |
| 2023-09-30 | $591,225 | 13,523 | Shares | Sole | 2024-09-11 | |
| 2023-06-30 | $654,740 | 14,178 | Shares | Sole | 2024-09-11 | |
| 2023-03-31 | $656,681 | 14,538 | Shares | Sole | 2024-09-11 | |
| 2022-12-31 | $750,549 | 17,883 | Shares | Sole | 2024-09-11 | |
| 2022-09-30 | $340,875 | 9,375 | Shares | Sole | 2024-09-11 | |
| 2022-06-30 | $377,359 | 9,249 | Shares | Sole | 2024-09-11 | |
| 2022-03-31 | $498,983 | 10,389 | Shares | Sole | 2024-09-11 | |
| 2021-12-31 | $535,670 | 10,491 | Shares | Sole | 2024-09-10 | |
| 2021-09-30 | $501,668 | 9,936 | Shares | Sole | 2024-09-10 | |
| 2021-06-30 | $511,851 | 9,935 | Shares | Sole | 2024-09-10 | |
| 2021-03-31 | $561,965 | 11,443 | Shares | Sole | 2024-09-10 | |
| 2020-12-31 | $796,621 | 16,874 | Shares | Sole | 2024-09-10 | |
| 2020-09-30 | $2,027,740 | 49,578 | Shares | Sole | 2024-09-10 | |
| 2020-06-30 | $1,803,851 | 46,503 | Shares | Sole | 2024-09-10 | |
| No filing history on record for this holder in this stock. | ||||||