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 Q2	$518K	Hold	5,851	–	–	0.03%	164
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 New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Vanguard Investments Australia Victoria, Australia $40.2B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Lyell Wealth Management's VGK Position: Q2 2026 in Review

Lyell Wealth Management held its Vanguard FTSE Europe ETF (VGK) position steady in Q2 2026 at 5,851 shares worth $518K. The position accounts for 0.03% of the portfolio, ranked #164.

Lyell Wealth Management first reported a position in VGK in Q2 2025 and has held it in 5 quarters since. 894 funds tracked by Wall St. Rank hold VGK as of Q2 2026.

Lyell Wealth Management held 5,851 shares of Vanguard FTSE Europe ETF worth $518K as of Q2 2026.
Lyell Wealth Management left its Vanguard FTSE Europe ETF share count unchanged in Q2 2026.
Vanguard FTSE Europe ETF made up 0.03% of Lyell Wealth Management's portfolio in Q2 2026, its #164 holding.
Lyell Wealth Management first reported a position in Vanguard FTSE Europe ETF in Q2 2025 and has held it in 5 quarters since.
894 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q2 2026.

Based on Lyell Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.