SEC 13F Intelligence

Edmonds Duncan Registered Investment Advisors, LLC / VBR

Edmonds Duncan Registered Investment Advisors, LLC’s Vanguard Index Fds Position

Does Edmonds Duncan Registered Investment Advisors, LLC own Vanguard Index Fds (VBR)? Yes — 70.2K shares worth $14M (+3.09% of its 13F portfolio) as of Q3 2024, up from 66.5K shares the prior filed quarter.

Position Value
$14M
Q3 2024
Shares
70.2K
% of Portfolio
+3.09%
Quarters Held
19
currently held

Position History VBR

Reported value by quarter
Q1 ’20: $4MQ1 ’20Q2 ’20: $4MQ3 ’20: $5MQ4 ’20: $9MQ4 ’20Q1 ’21: $10MQ2 ’21: $11MQ3 ’21: $11MQ3 ’21Q4 ’21: $12MQ1 ’22: $12MQ2 ’22: $10MQ2 ’22Q3 ’22: $9MQ4 ’22: $10MQ1 ’23: $10MQ1 ’23Q2 ’23: $10MQ3 ’23: $11MQ4 ’23: $12MQ4 ’23Q1 ’24: $1MQ2 ’24: $12MQ3 ’24: $14MQ3 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202470.2K$14M+3.09%
Q2 202466.5K$12M+2.96%
Q1 202468.3K$1M+0.33%
Q4 202367.6K$12M+3.16%
Q3 202367.4K$11M+3.02%
Q2 202362.0K$10M+3.08%
Q1 202360.0K$10M+2.95%
Q4 202260.7K$10M+3.14%
Q3 202264.3K$9M+3.26%
Q2 202264.0K$10M+3.29%
Q1 202266.6K$12M+3.42%
Q4 202166.6K$12M+3.06%
Q3 202164.4K$11M+3.32%
Q2 202162.1K$11M+3.36%
Q1 202160.6K$10M+3.33%
Q4 202060.6K$9M+3.14%
Q3 202041.7K$5M+1.92%
Q2 202041.2K$4M+1.91%
Q1 202039.6K$4M+1.79%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Edmonds Duncan Registered Investment Advisors, LLC’s full portfolio or all institutional holders of VBR.