Summit Wealth Group LLC / CO Vanguard Ftse Developed Market Transaction History

Summit Wealth Group LLC / CO

$300 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 13, 2025	BUY	$45.65 - $57.01 $2.26 Million - $2.82 Million	49,533 New	49,533 $2.82 Billion

Others Institutions Holding VEA

# of Institutions

2,897

Shares Held

2.36B

Call Options Held

214K

Put Options Held

161K

Bank Of America Corp Charlotte, NC

201M
Shares

$12.4 Billion
0.84% of portfolio
Betterment LLC New York, NY

137M
Shares

$8.43 Billion
16.28% of portfolio
Creative Planning Overland Park, KS

128M
Shares

$7.85 Billion
5.95% of portfolio
Envestnet Asset Management Inc

82.8M
Shares

$5.08 Billion
1.53% of portfolio
Wells Fargo & Company San Francisco, CA

63.5M
Shares

$3.89 Billion
0.75% of portfolio

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