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Vanguard Admiral Fds Inc cmn shares owned by Lee-Kelleher Wealth Management

Quarter-by-quarter ownership of Vanguard Admiral Fds Inc cmn (VIOO) shares owned by Lee-Kelleher Wealth Management from 13F filings

Historical chart of Lee-Kelleher Wealth Management investment in Vanguard Admiral Fds Inc cmn

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All positions including Vanguard Admiral Fds Inc cmn held by Lee-Kelleher Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Admiral Fds Inc cmn by Lee-Kelleher Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $219k 2.0k 110.47
2025-06-30 $201k 2.0k 101.23
2024-12-31 $210k 2.0k 106.04

More positions owned by Lee-Kelleher Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Largecap Divd (DLN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Core S&p Mcp Etf (IJH)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Wisdomtree Tr Us Smallcap Divd (DES)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr S&p Mc 400gr Etf (IJK)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus Mid Cap Etf (IWR)

View all positions for Lee-Kelleher Wealth Management

Top funds holding Vanguard Admiral Fds Inc cmn

Orgel Wealth Management
Morgan Stanley
Mariner Wealth Advisors
HPM Partners
Raymond James Financial
UBS Group
Ameriprise Financial
Wells Fargo & Company
Royal Bank of Canada
Cetera Investment Advisers
Advisor Group Holdings
LPL Financial
Goldman Sachs Group
Northwestern Mutual Wealth Management Company
Savant Capital Management

View all funds holding Vanguard Admiral Fds Inc cmn