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Lindbrook Capital’s Vanguard S&P 500 ETF VOO Stock Holding History

Lindbrook Capital’s Portfolio VOO Stock Details VOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$6.55M Buy
12,748
+258
+2% +$139K 0.6% 26
2024
Q4 		$6.73M Buy
12,490
+3,781
+43% +$2.05M 0.61% 25
2024
Q3 		$4.6M Sell
8,709
-168
-2% -$85.4K 0.41% 38
2024
Q2 		$4.44M Buy
8,877
+437
+5% +$210K 0.42% 39
2024
Q1 		$4.06M Buy
8,440
+99
+1% +$45.3K 0.38% 48
2023
Q4 		$3.64M Buy
8,341
+21
+0.3% +$8.6K 0.36% 49
2023
Q3 		$3.27M Sell
8,320
-1,191
-13% -$487K 0.37% 49
2023
Q2 		$3.87M Sell
9,511
-1
-0% -$386 0.41% 44
2023
Q1 		$3.58M Hold
9,512
– – 0.42% 45
2022
Q4 		$3.34M Buy
9,512
+21
+0.2% +$7.42K 0.41% 50
2022
Q3 		$3.12M Sell
9,491
-47
-0.5% -$17.2K 0.53% 26
2022
Q2 		$3.31M Sell
9,538
-339
-3% -$128K 0.55% 26
2022
Q1 		$4.1M Buy
9,877
+156
+2% +$63.9K 0.63% 24
2021
Q4 		$4.24M Buy
9,721
+15
+0.2% +$6.33K 0.65% 22
2021
Q3 		$3.83M Hold
9,706
– – 1% 11
2021
Q2 		$3.82M Buy
9,706
+2
+0% +$768 0.85% 17
2021
Q1 		$3.54M Buy
9,704
+63
+0.7% +$22.3K 0.8% 20
2020
Q4 		$3.31M Hold
9,641
– – 0.81% 19
2020
Q3 		$2.97M Sell
9,641
-460
-5% -$140K 0.82% 19
2020
Q2 		$2.86M Hold
10,101
– – 0.85% 18
2020
Q1 		$2.39M Hold
10,101
– – 0.9% 18
2019
Q4 		$2.99M Hold
10,101
– – 1.04% 12
2019
Q3 		$2.75M Hold
10,101
– – 1.04% 12
2019
Q2 		$2.72M Hold
10,101
– – 1.05% 11
2019
Q1 		$2.62M Hold
10,101
– – 1.04% 10
2018
Q4 		$2.32M Buy
+10,101
New +$2.5M 1.14% 10

Other funds holding VOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
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
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

Lindbrook Capital's VOO Position: Q1 2025 in Review

Lindbrook Capital increased its Vanguard S&P 500 ETF (VOO) stake by 2.1% in Q1 2025, buying an estimated $139K and bringing the position to 12,748 shares worth $6.55M. The position accounts for 0.6% of the portfolio, ranked #26.

Lindbrook Capital first reported a position in VOO in Q4 2018 and has held it in 26 quarters since. The position peaked at $6.73M in Q4 2024. 3,327 funds tracked by Wall St. Rank hold VOO as of Q1 2025.

  • Lindbrook Capital held 12,748 shares of Vanguard S&P 500 ETF worth $6.55M as of Q1 2025.
  • Lindbrook Capital bought 258 Vanguard S&P 500 ETF shares in Q1 2025, an estimated $139K.
  • Vanguard S&P 500 ETF made up 0.6% of Lindbrook Capital's portfolio in Q1 2025, its #26 holding.
  • Lindbrook Capital first reported a position in Vanguard S&P 500 ETF in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Vanguard S&P 500 ETF position peaked at $6.73M in Q4 2024.
  • 3,327 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2025.

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