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Vanguard Total Stock Market ETF shares owned by LRI Investments

Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by LRI Investments from 13F filings

Historical chart of LRI Investments investment in Vanguard Total Stock Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total Stock Market 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 Total Stock Market ETF by LRI Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.6M 14k 328.17
2025-06-30 $4.3M 14k 303.94
2025-03-31 $3.8M 14k 274.85
2024-12-31 $3.3M 11k 289.81
2024-09-30 $2.9M 9.8k 294.04
2024-06-30 $1.7M 6.3k 267.49
2024-03-31 $1.6M 6.3k 259.88

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 Total Stock Market ETF

Vanguard Group
Rakuten Investment Management
Betterment
Wealthfront Advisers
LPL Financial
Morgan Stanley
WealthNavi
Northern Trust
HB Wealth Management
Hanson McClain Advisors
Creative Planning
Wellspring Financial Advisors
Ballentine Partners
Envestnet Asset Management
Wells Fargo & Company

View all funds holding Vanguard Total Stock Market ETF