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

Lindbrook Capital’s Portfolio VOOV Stock Details VOOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$20.3K	Sell	110 -1,182	-91%	-$221K	﹤0.01%	1348
2024 Q4	$238K	Hold	1,292	–	–	0.02%	349
2024 Q3	$246K	Buy	1,292 +1,182	+1,075%	+$217K	0.02%	343
2024 Q2	$19.3K	Hold	110	–	–	﹤0.01%	1259
2024 Q1	$19.9K	Hold	110	–	–	﹤0.01%	1215
2023 Q4	$18.5K	Hold	110	–	–	﹤0.01%	1218
2023 Q3	$16.4K	Hold	110	–	–	﹤0.01%	1160
2023 Q2	$17.1K	Hold	110	–	–	﹤0.01%	1175
2023 Q1	$16.1K	Hold	110	–	–	﹤0.01%	1181
2022 Q4	$15.4K	Hold	110	–	–	﹤0.01%	1199
2022 Q3	$14K	Buy	110 +35	+47%	+$4.79K	﹤0.01%	1185
2022 Q2	$10K	Buy	75 +25	+50%	+$3.57K	﹤0.01%	1272
2022 Q1	$8K	Buy	+50	New	+$7.44K	﹤0.01%	1408
2021 Q3	–	Sell	-786	Closed	-$112K	–	2013
2021 Q2	$112K	Hold	786	–	–	0.03%	272
2021 Q1	$107K	Hold	786	–	–	0.02%	262
2020 Q4	$97K	Hold	786	–	–	0.02%	255
2020 Q3	$86K	Hold	786	–	–	0.02%	237
2020 Q2	$82K	Buy	+786	New	+$80.8K	0.02%	249

Other funds holding VOOV

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lindbrook Capital's VOOV Position: Q1 2025 in Review

Lindbrook Capital reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 91% in Q1 2025, selling an estimated $221K and leaving 110 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1348.

Lindbrook Capital first reported a position in VOOV in Q2 2020 and has held it in 18 quarters since. The position peaked at $246K in Q3 2024. 392 funds tracked by Wall St. Rank hold VOOV as of Q1 2025.

Lindbrook Capital held 110 shares of Vanguard S&P 500 Value ETF worth $20.3K as of Q1 2025.
Lindbrook Capital sold 1,182 Vanguard S&P 500 Value ETF shares in Q1 2025, an estimated $221K.
Vanguard S&P 500 Value ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1348 holding.
Lindbrook Capital first reported a position in Vanguard S&P 500 Value ETF in Q2 2020 and has held it in 18 quarters since.
Lindbrook Capital's Vanguard S&P 500 Value ETF position peaked at $246K in Q3 2024.
392 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2025.

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