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Vanguard Small-Cap ETF shares owned by LRI Investments

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by LRI Investments from 13F filings

Historical chart of LRI Investments investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by LRI Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by LRI Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $799k 3.1k 254.28
2025-06-30 $745k 3.1k 236.98
2025-03-31 $697k 3.1k 221.75
2024-12-31 $190k 790 240.28
2024-09-30 $197k 790 249.13
2024-06-30 $172k 790 218.04
2024-03-31 $181k 790 228.59