LRI Investments, LLC
Position in VFMF — Vanguard U.S. Multifactor ETF
CIK 2023325
PALM BEACH GARDENS, FL
Position in VFMF
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$188,416
+$19,155 QoQ
Shares Held
1,215
+8.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VFMF Over Time
Shares Held
Position Value (USD)
All Filings in VFMF
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $188,416 | 1,215 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $169,261 | 1,123 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $160,432 | 1,112 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $143,509 | 1,067 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $133,635 | 1,058 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $131,232 | 1,005 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $126,743 | 972 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||