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Lord & Richards Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Lord & Richards 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 		$8.89M Buy
124,817
+4,916
+4% +$342K 6.96% 4
2026
Q1 		$7.68M Buy
119,901
+2,670
+2% +$176K 6.74% 5
2025
Q4 		$7.32M Buy
117,231
+41,691
+55% +$2.55M 6.29% 5
2025
Q3 		$4.53M Buy
75,540
+6,694
+10% +$390K 4.15% 6
2025
Q2 		$3.92M Buy
68,846
+9,448
+16% +$506K 4.1% 6
2025
Q1 		$3.02M Buy
59,398
+33,415
+129% +$1.69M 3.42% 5
2024
Q4 		$1.24M Buy
+25,983
New +$1.3M 2.62% 7

Other funds holding VEA

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
FMII
Farmers & Merchants Investments Inc Lincoln, Nebraska $4.13B AUM 32.58% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Lord & Richards Wealth Management's VEA Position: Q2 2026 in Review

Lord & Richards Wealth Management increased its Vanguard FTSE Developed Markets ETF (VEA) stake by 4.1% in Q2 2026, buying an estimated $342K and bringing the position to 124,817 shares worth $8.89M. The position accounts for 6.96% of the portfolio, ranked #4.

Lord & Richards Wealth Management first reported a position in VEA in Q4 2024 and has held it in 7 quarters since. 1,002 funds tracked by Wall St. Rank hold VEA as of Q2 2026.

  • Lord & Richards Wealth Management held 124,817 shares of Vanguard FTSE Developed Markets ETF worth $8.89M as of Q2 2026.
  • Lord & Richards Wealth Management bought 4,916 Vanguard FTSE Developed Markets ETF shares in Q2 2026, an estimated $342K.
  • Vanguard FTSE Developed Markets ETF made up 6.96% of Lord & Richards Wealth Management's portfolio in Q2 2026, its #4 holding.
  • Lord & Richards Wealth Management first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,002 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q2 2026.

Based on Lord & Richards Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.