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Vanguard FTSE All Wld Ex USSml Cap shares owned by LRI Investments

Quarter-by-quarter ownership of Vanguard FTSE All Wld Ex USSml Cap (VSS) shares owned by LRI Investments from 13F filings

Historical chart of LRI Investments investment in Vanguard FTSE All Wld Ex USSml Cap

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All positions including Vanguard FTSE All Wld Ex USSml Cap held by LRI Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard FTSE All Wld Ex USSml Cap by LRI Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $899k 6.3k 142.55
2025-06-30 $848k 6.3k 134.39
2025-03-31 $729k 6.3k 115.60

More positions owned by LRI Investments

Ares Management Corporation Cl A Com Stk Stock (ARES)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional Us Core Equity 1 Etf Etf (DCOR)
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 FTSE All Wld Ex USSml Cap

Empower Advisory Group
Regions Bank
Mason Investment Advisory Services
Natixis Asset Management Advisors
Bessemer
Goodman & Company, Investment Counsel
Charles Schwab Investment Management
SRS Capital Advisors
Morgan Stanley
Assetmark
Jones Financial Companies, L.L
Wit
Creative Planning
Northwestern Mutual Wealth Management Company
UBS Group

View all funds holding Vanguard FTSE All Wld Ex USSml Cap