SEC 13F Intelligence

Lionsbridge Wealth Management LLC / VMBS

Lionsbridge Wealth Management LLC’s Vanguard Scottsdale Fds Position

Does Lionsbridge Wealth Management LLC own Vanguard Scottsdale Fds (VMBS)? Not currently — the last reported position was 62.4K shares worth $3M in Q1 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$3M
Q1 2022
Shares
62.4K
% of Portfolio
+3.62%
Quarters Held
10
position exited

Position History VMBS

Reported value by quarter
Q4 ’19: $3MQ4 ’19Q1 ’20: $3MQ2 ’20: $3MQ2 ’20Q3 ’20: $4MQ4 ’20: $4MQ4 ’20Q1 ’21: $4MQ2 ’21: $3MQ2 ’21Q3 ’21: $3MQ4 ’21: $3MQ4 ’21Q1 ’22: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202262.4K$3M+3.62%
Q4 202165.0K$3M+3.69%
Q3 202165.3K$3M+3.76%
Q2 202165.2K$3M+3.72%
Q1 202171.9K$4M+3.74%
Q4 202071.1K$4M+4.15%
Q3 202076.5K$4M+4.99%
Q2 202063.5K$3M+3.89%
Q1 202061.8K$3M+4.03%
Q4 201963.2K$3M+3.14%

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 VMBS.