Lindbrook Capital’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Lindbrook Capital’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$383K	Hold	1,976	–	–	0.04%	267
2024 Q4	$387K	Buy	1,976 +271	+16%	+$54.1K	0.03%	263
2024 Q3	$338K	Hold	1,705	–	–	0.03%	285
2024 Q2	$311K	Hold	1,705	–	–	0.03%	279
2024 Q1	$311K	Hold	1,705	–	–	0.03%	277
2023 Q4	$291K	Hold	1,705	–	–	0.03%	281
2023 Q3	$265K	Hold	1,705	–	–	0.03%	266
2023 Q2	$277K	Hold	1,705	–	–	0.03%	259
2023 Q1	$263K	Hold	1,705	–	–	0.03%	260
2022 Q4	$259K	Sell	1,705 -1,671	-49%	-$249K	0.03%	276
2022 Q3	$456K	Hold	3,376	–	–	0.08%	157
2022 Q2	$484K	Hold	3,376	–	–	0.08%	156
2022 Q1	$547K	Sell	3,376 -330	-9%	-$53.2K	0.08%	150
2021 Q4	$637K	Buy	3,706 +1,654	+81%	+$273K	0.1%	130
2021 Q3	$315K	Sell	2,052 -520	-20%	-$82.9K	0.08%	99
2021 Q2	$398K	Buy	+2,572	New	+$395K	0.09%	95
2020 Q4	–	Sell	-171	Closed	-$22K	–	1887
2020 Q3	$22K	Buy	+171	New	+$21.5K	0.01%	586
2020 Q2	–	Sell	-190	Closed	-$20K	–	1902
2020 Q1	$20K	Hold	190	–	–	0.01%	548
2019 Q4	$24K	Hold	190	–	–	0.01%	676
2019 Q3	$23K	Hold	190	–	–	0.01%	663
2019 Q2	$21K	Hold	190	–	–	0.01%	688
2019 Q1	$20K	Hold	190	–	–	0.01%	701
2018 Q4	$18K	Buy	+190	New	+$19.8K	0.01%	654

Other funds holding VIG

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Lindbrook Capital's VIG Position: Q1 2025 in Review

Lindbrook Capital held its Vanguard Dividend Appreciation ETF (VIG) position steady in Q1 2025 at 1,976 shares worth $383K. The position accounts for 0.04% of the portfolio, ranked #267.

Lindbrook Capital first reported a position in VIG in Q4 2018 and has held it in 23 quarters since. The position peaked at $637K in Q4 2021. 2,287 funds tracked by Wall St. Rank hold VIG as of Q1 2025.

Lindbrook Capital held 1,976 shares of Vanguard Dividend Appreciation ETF worth $383K as of Q1 2025.
Lindbrook Capital left its Vanguard Dividend Appreciation ETF share count unchanged in Q1 2025.
Vanguard Dividend Appreciation ETF made up 0.04% of Lindbrook Capital's portfolio in Q1 2025, its #267 holding.
Lindbrook Capital first reported a position in Vanguard Dividend Appreciation ETF in Q4 2018 and has held it in 23 quarters since.
Lindbrook Capital's Vanguard Dividend Appreciation ETF position peaked at $637K in Q4 2021.
2,287 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2025.

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