Lindbrook Capital’s Vanguard Information Technology ETF VGT Stock Holding History

Lindbrook Capital’s Portfolio VGT Stock Details VGT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$392K	Hold	5,784	–	–	0.04%	265
2024 Q4	$450K	Hold	5,784	–	–	0.04%	238
2024 Q3	$424K	Sell	5,784 -200	-3%	-$14.2K	0.04%	247
2024 Q2	$431K	Sell	5,984 -120	-2%	-$7.98K	0.04%	228
2024 Q1	$400K	Sell	6,104 -1,240	-17%	-$78.6K	0.04%	239
2023 Q4	$444K	Hold	7,344	–	–	0.04%	219
2023 Q3	$381K	Hold	7,344	–	–	0.04%	213
2023 Q2	$406K	Hold	7,344	–	–	0.04%	212
2023 Q1	$354K	Hold	7,344	–	–	0.04%	216
2022 Q4	$293K	Hold	7,344	–	–	0.04%	257
2022 Q3	$282K	Hold	7,344	–	–	0.05%	220
2022 Q2	$300K	Buy	7,344 +1,440	+24%	+$64.9K	0.05%	217
2022 Q1	$307K	Sell	5,904 -920	-13%	-$47.2K	0.05%	220
2021 Q4	$391K	Buy	+6,824	New	+$375K	0.06%	189
2021 Q3	–	Sell	-1,128	Closed	-$56K	–	2009
2021 Q2	$56K	Hold	1,128	–	–	0.01%	439
2021 Q1	$51K	Sell	1,128 -320	-22%	-$14.4K	0.01%	441
2020 Q4	$64K	Sell	1,448 -376	-21%	-$15.5K	0.02%	343
2020 Q3	$71K	Buy	1,824 +320	+21%	+$12K	0.02%	274
2020 Q2	$52K	Buy	+1,504	New	+$46.9K	0.02%	350

Other funds holding VGT

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lindbrook Capital's VGT Position: Q1 2025 in Review

Lindbrook Capital held its Vanguard Information Technology ETF (VGT) position steady in Q1 2025 at 5,784 shares worth $392K. The position accounts for 0.04% of the portfolio, ranked #265.

Lindbrook Capital first reported a position in VGT in Q2 2020 and has held it in 19 quarters since. The position peaked at $450K in Q4 2024. 1,670 funds tracked by Wall St. Rank hold VGT as of Q1 2025.

Lindbrook Capital held 5,784 shares of Vanguard Information Technology ETF worth $392K as of Q1 2025.
Lindbrook Capital left its Vanguard Information Technology ETF share count unchanged in Q1 2025.
Vanguard Information Technology ETF made up 0.04% of Lindbrook Capital's portfolio in Q1 2025, its #265 holding.
Lindbrook Capital first reported a position in Vanguard Information Technology ETF in Q2 2020 and has held it in 19 quarters since.
Lindbrook Capital's Vanguard Information Technology ETF position peaked at $450K in Q4 2024.
1,670 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2025.

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