Lindbrook Capital’s Vanguard Financials ETF VFH Stock Holding History

Lindbrook Capital’s Portfolio VFH Stock Details VFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$86.1K	Hold	721	–	–	0.01%	731
2024 Q4	$85.1K	Hold	721	–	–	0.01%	604
2024 Q3	$79.2K	Hold	721	–	–	0.01%	632
2024 Q2	$72K	Hold	721	–	–	0.01%	650
2024 Q1	$73.8K	Hold	721	–	–	0.01%	641
2023 Q4	$66.5K	Hold	721	–	–	0.01%	658
2023 Q3	$57.9K	Hold	721	–	–	0.01%	630
2023 Q2	$58.6K	Hold	721	–	–	0.01%	655
2023 Q1	$56.2K	Hold	721	–	–	0.01%	655
2022 Q4	$59.6K	Sell	721 -379	-34%	-$31.3K	0.01%	632
2022 Q3	$82K	Hold	1,100	–	–	0.01%	502
2022 Q2	$85K	Hold	1,100	–	–	0.01%	487
2022 Q1	$103K	Hold	1,100	–	–	0.02%	455
2021 Q4	$106K	Buy	1,100 +500	+83%	+$48.7K	0.02%	476
2021 Q3	$56K	Hold	600	–	–	0.01%	411
2021 Q2	$54K	Hold	600	–	–	0.01%	454
2021 Q1	$51K	Hold	600	–	–	0.01%	440
2020 Q4	$44K	Buy	+600	New	+$39.6K	0.01%	442
2020 Q1	–	Sell	-600	Closed	-$46K	–	1867
2019 Q4	$46K	Hold	600	–	–	0.02%	474
2019 Q3	$42K	Hold	600	–	–	0.02%	478
2019 Q2	$41K	Sell	600 -300	-33%	-$20.4K	0.02%	478
2019 Q1	$58K	Hold	900	–	–	0.02%	358
2018 Q4	$53K	Buy	+900	New	+$58.4K	0.03%	323

Other funds holding VFH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lindbrook Capital's VFH Position: Q1 2025 in Review

Lindbrook Capital held its Vanguard Financials ETF (VFH) position steady in Q1 2025 at 721 shares worth $86.1K. The position accounts for 0.01% of the portfolio, ranked #731.

Lindbrook Capital first reported a position in VFH in Q4 2018 and has held it in 23 quarters since. The position peaked at $106K in Q4 2021. 702 funds tracked by Wall St. Rank hold VFH as of Q1 2025.

Lindbrook Capital held 721 shares of Vanguard Financials ETF worth $86.1K as of Q1 2025.
Lindbrook Capital left its Vanguard Financials ETF share count unchanged in Q1 2025.
Vanguard Financials ETF made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #731 holding.
Lindbrook Capital first reported a position in Vanguard Financials ETF in Q4 2018 and has held it in 23 quarters since.
Lindbrook Capital's Vanguard Financials ETF position peaked at $106K in Q4 2021.
702 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q1 2025.

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