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Vanguard Small-Cap Value ETF shares owned by LRI Investments

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

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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Value 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 Value ETF by LRI Investments

Quarter filed Position value Share count Share price at filing
2024-03-31 $213k 1.1k 191.88

More positions owned by LRI Investments

Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Assured Guaranty Stock (AGO)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
Dimensional International Core Equity Market Etf Etf (DFAI)
Wisdomtree International Equity Fund Etf (DWM)
Wisdomtree International Smallcap Dividend Fund Etf (DLS)
Dimensional International Small Cap Value Etf Etf (DISV)
Vanguard Real Estate Etf Etf (VNQ)
Amazon Stock (AMZN)
Microsoft Corp Stock (MSFT)
Rtx Corporation Stock (RTX)
Apple Stock (AAPL)
Dimensional Us Large Cap Value Etf Etf (DFLV)
Spdr S&p 500 Etf Trust Etf (SPY)

View all positions for LRI Investments

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Betterment
Morgan Stanley
Assetmark
Jones Financial Companies, L.L
Envestnet Asset Management
Wells Fargo & Company
UBS Group
Goldman Sachs Group
Mather Group
Sei Investments
LPL Financial
Pnc Financial Services
Rsm Us Wealth Management
Aspiriant

View all funds holding Vanguard Small-Cap Value ETF