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Lindbrook Capital’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Lindbrook Capital’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$4.75M Sell
73,512
-2,068
-3% -$139K 0.44% 34
2024
Q4 		$4.99M Sell
75,580
-720
-0.9% -$48.9K 0.45% 35
2024
Q3 		$5.03M Sell
76,300
-4,400
-5% -$276K 0.45% 35
2024
Q2 		$4.88M Sell
80,700
-1,380
-2% -$83.9K 0.46% 35
2024
Q1 		$5.13M Sell
82,080
-4,040
-5% -$239K 0.48% 39
2023
Q4 		$5.01M Sell
86,120
-2,188
-2% -$117K 0.5% 34
2023
Q3 		$4.6M Buy
88,308
+8,568
+11% +$470K 0.51% 33
2023
Q2 		$4.39M Buy
79,740
+920
+1% +$48.2K 0.47% 38
2023
Q1 		$4.16M Hold
78,820
– – 0.49% 41
2022
Q4 		$4.02M Buy
78,820
+2,480
+3% +$126K 0.49% 41
2022
Q3 		$3.59M Hold
76,340
– – 0.61% 20
2022
Q2 		$3.76M Sell
76,340
-980
-1% -$53K 0.62% 21
2022
Q1 		$4.6M Buy
77,320
+3,600
+5% +$211K 0.71% 19
2021
Q4 		$4.7M Buy
73,720
+63,168
+599% +$3.96M 0.71% 20
2021
Q3 		$625K Hold
10,552
– – 0.16% 52
2021
Q2 		$626K Hold
10,552
– – 0.14% 59
2021
Q1 		$584K Hold
10,552
– – 0.13% 61
2020
Q4 		$545K Sell
10,552
-920
-8% -$44.5K 0.13% 60
2020
Q3 		$506K Buy
11,472
+920
+9% +$40.1K 0.14% 57
2020
Q2 		$432K Hold
10,552
– – 0.13% 61
2020
Q1 		$347K Hold
10,552
– – 0.13% 66
2019
Q4 		$470K Hold
10,552
– – 0.16% 61
2019
Q3 		$442K Hold
10,552
– – 0.17% 58
2019
Q2 		$440K Hold
10,552
– – 0.17% 59
2019
Q1 		$424K Hold
10,552
– – 0.17% 59
2018
Q4 		$364K Buy
+10,552
New +$396K 0.18% 60

Other funds holding VO

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lindbrook Capital's VO Position: Q1 2025 in Review

Lindbrook Capital reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 2.7% in Q1 2025, selling an estimated $139K and leaving 73,512 shares worth $4.75M. The position accounts for 0.44% of the portfolio, ranked #34.

Lindbrook Capital first reported a position in VO in Q4 2018 and has held it in 26 quarters since. The position peaked at $5.13M in Q1 2024. 2,126 funds tracked by Wall St. Rank hold VO as of Q1 2025.

  • Lindbrook Capital held 73,512 shares of Vanguard Morningstar Mid-Cap ETF worth $4.75M as of Q1 2025.
  • Lindbrook Capital sold 2,068 Vanguard Morningstar Mid-Cap ETF shares in Q1 2025, an estimated $139K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.44% of Lindbrook Capital's portfolio in Q1 2025, its #34 holding.
  • Lindbrook Capital first reported a position in Vanguard Morningstar Mid-Cap ETF in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Vanguard Morningstar Mid-Cap ETF position peaked at $5.13M in Q1 2024.
  • 2,126 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q1 2025.

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