Summit Wealth Partners, LLC

Position in VEU — Vanguard FTSE All-World Ex-US ETF

CIK 2033312 Orlando, FL

Position in VEU

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$904,504

+$18,621 QoQ

Shares Held

12,044

+0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.52%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$904,504	12,044	+0.0%	Shares	Sole	2026-04-17
2025-12-31	$885,883	12,043	+0.1%	Shares	Sole	2026-01-27
2025-09-30	$858,652	12,031	-0.4%	Shares	Sole	2025-10-21
2025-06-30	$811,883	12,078	-3.5%	Shares	Sole	2025-08-11
2025-03-31	$759,523	12,521	-1.8%	Shares	Sole	2025-05-06
2024-12-31	$731,805	12,747	+0.1%	Shares	Sole	2025-01-27
2024-09-30	$802,368	12,736	+0.0%	Shares	Sole	2024-10-28
2024-06-30	$746,663	12,733	-2.6%	Shares	Sole	2024-09-11
2024-03-31	$766,496	13,069	-4.7%	Shares	Sole	2024-09-11
2023-12-31	$770,072	13,717	-5.4%	Shares	Sole	2024-09-11
2023-09-30	$752,374	14,505	+0.0%	Shares	Sole	2024-09-11
2023-06-30	$788,999	14,501	-5.2%	Shares	Sole	2024-09-11
2023-03-31	$818,304	15,304	+0.9%	Shares	Sole	2024-09-11
2022-12-31	$760,423	15,166	+8.7%	Shares	Sole	2024-09-11
2022-09-30	$618,644	13,946	+0.0%	Shares	Sole	2024-09-11
2022-06-30	$696,592	13,943	+0.1%	Shares	Sole	2024-09-11
2022-03-31	$802,574	13,936	-3.1%	Shares	Sole	2024-09-11
2021-12-31	$880,961	14,376	-0.7%	Shares	Sole	2024-09-10
2021-09-30	$882,274	14,473	-2.2%	Shares	Sole	2024-09-10
2021-06-30	$937,664	14,792	-4.0%	Shares	Sole	2024-09-10
2021-03-31	$934,654	15,403	-0.1%	Shares	Sole	2024-09-10
2020-12-31	$899,502	15,413	-2.2%	Shares	Sole	2024-09-10
2020-09-30	$795,344	15,765	+15.1%	Shares	Sole	2024-09-10
2020-06-30	$651,876	13,692	+4.8%	Shares	Sole	2024-09-10
2020-03-31	$535,967	13,066	—	Shares	Sole	2024-09-10
No filing history on record for this holder in this stock.