LWM
VGK icon

Lyell Wealth Management’s Vanguard FTSE Europe ETF VGK Stock Holding History

Lyell Wealth Management’s Portfolio VGK Stock Details VGK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$482K Hold
5,851
– – 0.04% 151
2025
Q4 		$489K Hold
5,851
– – 0.04% 150
2025
Q3 		$467K Hold
5,851
– – 0.03% 151
2025
Q2 		$453K Buy
+5,851
New +$432K 0.04% 153

Other funds holding VGK

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
VIA
Vanguard Investments Australia Victoria, Australia $34.6B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lyell Wealth Management's VGK Position: Q1 2026 in Review

Lyell Wealth Management held its Vanguard FTSE Europe ETF (VGK) position steady in Q1 2026 at 5,851 shares worth $482K. The position accounts for 0.04% of the portfolio, ranked #151.

Lyell Wealth Management first reported a position in VGK in Q2 2025 and has held it in 4 quarters since. The position peaked at $489K in Q4 2025. 889 funds tracked by Wall St. Rank hold VGK as of Q1 2026.

  • Lyell Wealth Management held 5,851 shares of Vanguard FTSE Europe ETF worth $482K as of Q1 2026.
  • Lyell Wealth Management left its Vanguard FTSE Europe ETF share count unchanged in Q1 2026.
  • Vanguard FTSE Europe ETF made up 0.04% of Lyell Wealth Management's portfolio in Q1 2026, its #151 holding.
  • Lyell Wealth Management first reported a position in Vanguard FTSE Europe ETF in Q2 2025 and has held it in 4 quarters since.
  • Lyell Wealth Management's Vanguard FTSE Europe ETF position peaked at $489K in Q4 2025.
  • 889 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.