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

Lindbrook Capital’s Portfolio VOT Stock Details VOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$4.16K Buy
+17
New +$4.42K ﹤0.01% 2031
2023
Q4 		– Sell
-17
Closed -$3.31K – 2830
2023
Q3 		$3.31K Buy
+17
New +$3.47K ﹤0.01% 1948

Other funds holding VOT

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Lindbrook Capital's VOT Position: Q1 2025 in Review

Lindbrook Capital opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2025: 17 shares worth $4.16K. The stake represents ﹤0.01% of the portfolio and ranks #2031 among its holdings. This is a return to the name: Lindbrook Capital previously reported a position in VOT as recently as Q3 2023.

Lindbrook Capital first reported a position in VOT in Q3 2023 and has held it in 2 quarters since. 976 funds tracked by Wall St. Rank hold VOT as of Q1 2025.

  • Lindbrook Capital held 17 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $4.16K as of Q1 2025.
  • Vanguard Morningstar Mid-Cap Growth ETF was a new Lindbrook Capital position in Q1 2025.
  • Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2031 holding.
  • Lindbrook Capital first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2023 and has held it in 2 quarters since.
  • 976 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2025.

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