SUMMIT WEALTH GROUP LLC / CO
Position in VEA — Vanguard FTSE Developed Markets ETF
CIK 2081278
COLORADO SPRINGS, CO
Position in VEA
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$4,508,476
+$1,518,725 QoQ
Shares Held
70,357
+47.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
2.66%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
3 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
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,508,476 | 70,357 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,989,751 | 47,859 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $2,823,876 | 49,533 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||