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Lee-Kelleher Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Lee-Kelleher 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 		$416K Hold
5,842
– – 0.22% 29
2026
Q1 		$374K Buy
5,842
+102
+2% +$6.73K 0.22% 31
2025
Q4 		$359K Hold
5,740
– – 0.21% 30
2025
Q3 		$344K Hold
5,740
– – 0.21% 30
2025
Q2 		$327K Hold
5,740
– – 0.22% 30
2025
Q1 		$292K Hold
5,740
– – 0.21% 30
2024
Q4 		$274K Buy
+5,740
New +$288K 0.2% 34

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

Lee-Kelleher Wealth Management's VEA Position: Q2 2026 in Review

Lee-Kelleher Wealth Management held its Vanguard FTSE Developed Markets ETF (VEA) position steady in Q2 2026 at 5,842 shares worth $416K. The position accounts for 0.22% of the portfolio, ranked #29.

Lee-Kelleher Wealth Management first reported a position in VEA in Q4 2024 and has held it in 7 quarters since. 2,997 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Lee-Kelleher Wealth Management held 5,842 shares of Vanguard FTSE Developed Markets ETF worth $416K as of Q2 2026.
  • Lee-Kelleher Wealth Management left its Vanguard FTSE Developed Markets ETF share count unchanged in Q2 2026.
  • Vanguard FTSE Developed Markets ETF made up 0.22% of Lee-Kelleher Wealth Management's portfolio in Q2 2026, its #29 holding.
  • Lee-Kelleher Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2024 and has held it in 7 quarters since.
  • 2,997 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.