SEC 13F Intelligence

Lionsbridge Wealth Management LLC / VOO

Lionsbridge Wealth Management LLC’s Vanguard Index Fds Position

Does Lionsbridge Wealth Management LLC own Vanguard Index Fds (VOO)? Not currently — the last reported position was 9.9K shares worth $4M in Q2 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$4M
Q2 2023
Shares
9.9K
% of Portfolio
+3.61%
Quarters Held
2
position exited

Position History VOO

Reported value by quarter
Q4 ’19: $10MQ4 ’19Q2 ’23: $4MQ2 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q2 20239.9K$4M+3.61%
Q4 201935.0K$10M+9.69%

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 VOO.