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Lindbrook Capital’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Lindbrook Capital’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$767K Hold
3,045
– – 0.07% 162
2024
Q4 		$853K Hold
3,045
– – 0.08% 153
2024
Q3 		$814K Hold
3,045
– – 0.07% 159
2024
Q2 		$762K Sell
3,045
-1
-0% -$249 0.07% 152
2024
Q1 		$794K Sell
3,046
-400
-12% -$98.3K 0.07% 155
2023
Q4 		$833K Sell
3,446
-14
-0.4% -$3.04K 0.08% 140
2023
Q3 		$741K Buy
3,460
+14
+0.4% +$3.18K 0.08% 138
2023
Q2 		$792K Sell
3,446
-270
-7% -$58.7K 0.08% 139
2023
Q1 		$804K Sell
3,716
-2,060
-36% -$445K 0.09% 126
2022
Q4 		$1.16M Sell
5,776
-110
-2% -$22.5K 0.14% 104
2022
Q3 		$1.15M Hold
5,886
– – 0.19% 69
2022
Q2 		$1.16M Buy
5,886
+3,055
+108% +$662K 0.19% 74
2022
Q1 		$703K Buy
2,831
+1,845
+187% +$454K 0.11% 119
2021
Q4 		$278K Buy
986
+975
+8,864% +$280K 0.04% 240
2021
Q3 		$3K Sell
11
-1
-8% -$286 ﹤0.01% 1454
2021
Q2 		$3K Sell
12
-93
-89% -$26K ﹤0.01% 1520
2021
Q1 		$29K Sell
105
-69
-40% -$19.4K 0.01% 613
2020
Q4 		$47K Buy
174
+128
+278% +$31K 0.01% 422
2020
Q3 		$10K Buy
+46
New +$9.72K ﹤0.01% 847

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Lindbrook Capital's VBK Position: Q1 2025 in Review

Lindbrook Capital held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q1 2025 at 3,045 shares worth $767K. The position accounts for 0.07% of the portfolio, ranked #162.

Lindbrook Capital first reported a position in VBK in Q3 2020 and has held it in 19 quarters since. The position peaked at $1.16M in Q2 2022. 1,077 funds tracked by Wall St. Rank hold VBK as of Q1 2025.

  • Lindbrook Capital held 3,045 shares of Vanguard Morningstar Small-Cap Growth ETF worth $767K as of Q1 2025.
  • Lindbrook Capital left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q1 2025.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.07% of Lindbrook Capital's portfolio in Q1 2025, its #162 holding.
  • Lindbrook Capital first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2020 and has held it in 19 quarters since.
  • Lindbrook Capital's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.16M in Q2 2022.
  • 1,077 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.