LKWM
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Lee-Kelleher Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History

Lee-Kelleher Wealth Management’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.43M Hold
6,567
– – 1.27% 16
2026
Q1 		$2.11M Sell
6,567
-1,199
-15% -$402K 1.25% 17
2025
Q4 		$2.6M Sell
7,766
-1,620
-17% -$539K 1.55% 15
2025
Q3 		$3.08M Sell
9,386
-1,118
-11% -$353K 1.9% 14
2025
Q2 		$3.19M Hold
10,504
– – 2.12% 13
2025
Q1 		$2.89M Hold
10,504
– – 2.12% 13
2024
Q4 		$3.04M Buy
+10,504
New +$3.06M 2.17% 14

Other funds holding VTI

NBS
Narodna banka Slovenska Bratislava $3.49B AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SOAM
SBI Okasan Asset Management Tokyo, Japan $3.04B AUM
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
VFP
Verus Financial Partners Richmond, Virginia $1.17B AUM 15.91% 1-Year Est. Return
CW
Cabot-Wellington Boston, Massachusetts $380M AUM 21.78% 1-Year Est. Return

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

Lee-Kelleher Wealth Management held its Vanguard Total Stock Market ETF (VTI) position steady in Q2 2026 at 6,567 shares worth $2.43M. The position accounts for 1.27% of the portfolio, ranked #16.

Lee-Kelleher Wealth Management first reported a position in VTI in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.19M in Q2 2025. 1,068 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Lee-Kelleher Wealth Management held 6,567 shares of Vanguard Total Stock Market ETF worth $2.43M as of Q2 2026.
  • Lee-Kelleher Wealth Management left its Vanguard Total Stock Market ETF share count unchanged in Q2 2026.
  • Vanguard Total Stock Market ETF made up 1.27% of Lee-Kelleher Wealth Management's portfolio in Q2 2026, its #16 holding.
  • Lee-Kelleher Wealth Management first reported a position in Vanguard Total Stock Market ETF in Q4 2024 and has held it in 7 quarters since.
  • Lee-Kelleher Wealth Management's Vanguard Total Stock Market ETF position peaked at $3.19M in Q2 2025.
  • 1,068 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q2 2026.

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