SEC 13F Intelligence

Lionsbridge Wealth Management LLC / VBR

Lionsbridge Wealth Management LLC’s Vanguard Index Fds Position

Does Lionsbridge Wealth Management LLC own Vanguard Index Fds (VBR)? Not currently — the last reported position was 11.8K shares worth $2M in Q3 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q3 2022
Shares
11.8K
% of Portfolio
+2.05%
Quarters Held
7
position exited

Position History VBR

Reported value by quarter
Q4 ’20: $2MQ4 ’20Q1 ’21: $2MQ1 ’21Q2 ’21: $2MQ2 ’21Q3 ’21: $2MQ3 ’21Q4 ’21: $2MQ4 ’21Q1 ’22: $2MQ1 ’22Q3 ’22: $2MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202211.8K$2M+2.05%
Q1 202212.6K$2M+2.56%
Q4 202113.1K$2M+2.51%
Q3 202113.3K$2M+2.42%
Q2 202113.3K$2M+2.46%
Q1 202113.3K$2M+2.14%
Q4 202012.7K$2M+1.95%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lionsbridge Wealth Management LLC’s full portfolio or all institutional holders of VBR.