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Lakeridge Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Lakeridge Wealth Management’s Portfolio VEA Stock Details VEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$482K Sell
6,762
-366
-5% -$25.5K 0.18% 107
2026
Q1 		$457K Buy
7,128
+338
+5% +$22.3K 0.2% 99
2025
Q4 		$424K Buy
6,790
+1,350
+25% +$82.7K 0.19% 107
2025
Q3 		$326K Buy
5,440
+12
+0.2% +$699 0.14% 116
2025
Q2 		$309K Buy
5,428
+21
+0.4% +$1.13K 0.14% 116
2025
Q1 		$275K Sell
5,407
-308
-5% -$15.6K 0.14% 127
2024
Q4 		$273K Buy
5,715
+302
+6% +$15.2K 0.14% 124
2024
Q3 		$286K Sell
5,413
-2,097
-28% -$107K 0.16% 117
2024
Q2 		$371K Buy
7,510
+2,822
+60% +$140K 0.22% 90
2024
Q1 		$235K Buy
+4,688
New +$226K 0.15% 115

Other funds holding VEA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lakeridge Wealth Management's VEA Position: Q2 2026 in Review

Lakeridge Wealth Management reduced its Vanguard FTSE Developed Markets ETF (VEA) stake by 5.1% in Q2 2026, selling an estimated $25.5K and leaving 6,762 shares worth $482K. The position accounts for 0.18% of the portfolio, ranked #107.

Lakeridge Wealth Management first reported a position in VEA in Q1 2024 and has held it in 10 quarters since. 2,997 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Lakeridge Wealth Management held 6,762 shares of Vanguard FTSE Developed Markets ETF worth $482K as of Q2 2026.
  • Lakeridge Wealth Management sold 366 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $25.5K.
  • Vanguard FTSE Developed Markets ETF made up 0.18% of Lakeridge Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Lakeridge Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q1 2024 and has held it in 10 quarters since.
  • 2,997 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.