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Vanguard Wellington Fd us multifactor shares owned by LRI Investments

Quarter-by-quarter ownership of Vanguard Wellington Fd us multifactor (VFMF) shares owned by LRI Investments from 13F filings

Historical chart of LRI Investments investment in Vanguard Wellington Fd us multifactor

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Wellington Fd us multifactor held by LRI Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington Fd us multifactor by LRI Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $160k 1.1k 144.22
2025-06-30 $144k 1.1k 134.50
2025-03-31 $134k 1.1k 126.37
2024-12-31 $131k 1.0k 130.56
2024-09-30 $133k 972 136.52

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Ares Management Corporation Cl A Com Stk Stock (ARES)
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Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Dimensional International Core Equity Market Etf Etf (DFAI)
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)
Microsoft Corp Stock (MSFT)
Wisdomtree International Equity Fund Etf (DWM)
Meta Platforms Inc Cl A Stock (META)
Assured Guaranty Stock (AGO)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Apple Stock (AAPL)
Dimensional International Value Etf Etf (DFIV)
Trane Technologies Stock (TT)

View all positions for LRI Investments

Top funds holding Vanguard Wellington Fd us multifactor

Anderson Hoagland & Co
Envestnet Asset Management
Brass Tax Wealth Management
Great Valley Advisor Group
Opus Capital Group
Cambridge Investment Research Advisors
LPL Financial
Umb Bank N A
Geneos Wealth Management
Raymond James Financial
Baron Silver Stevens Financial Advisors
Victory Financial Group
Partners in Financial Planning
Walkner Condon Financial Advisors
Advisor Group Holdings

View all funds holding Vanguard Wellington Fd us multifactor