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Lindbrook Capital’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Lindbrook Capital’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$134M Buy
487,325
+6,022
+1% +$1.75M 12.35% 1
2024
Q4 		$139M Buy
481,303
+6,780
+1% +$1.98M 12.58% 1
2024
Q3 		$134M Buy
474,523
+9,950
+2% +$2.71M 11.9% 1
2024
Q2 		$124M Buy
464,573
+9,598
+2% +$2.48M 11.67% 1
2024
Q1 		$118M Buy
454,975
+4,174
+0.9% +$1.03M 11.06% 1
2023
Q4 		$107M Buy
450,801
+18,625
+4% +$4.12M 10.68% 1
2023
Q3 		$91.8M Buy
432,176
+4,910
+1% +$1.09M 10.27% 1
2023
Q2 		$94.1M Buy
427,266
+12,191
+3% +$2.54M 10.02% 1
2023
Q1 		$84.7M Buy
415,075
+20,716
+5% +$4.15M 9.93% 1
2022
Q4 		$75.4M Buy
394,359
+18,319
+5% +$3.53M 9.29% 1
2022
Q3 		$67.5M Buy
376,040
+12,437
+3% +$2.48M 11.38% 1
2022
Q2 		$68.6M Buy
363,603
+2,271
+0.6% +$467K 11.34% 1
2022
Q1 		$82.3M Buy
361,332
+8,754
+2% +$1.97M 12.7% 1
2021
Q4 		$85.1M Sell
352,578
-8,146
-2% -$1.92M 12.96% 1
2021
Q3 		$80.1M Sell
360,724
-5,395
-1% -$1.23M 20.99% 1
2021
Q2 		$81.6M Sell
366,119
-1,333
-0.4% -$289K 18.23% 1
2021
Q1 		$75.9M Sell
367,452
-773
-0.2% -$156K 17.1% 1
2020
Q4 		$71.7M Sell
368,225
-7,840
-2% -$1.43M 17.51% 1
2020
Q3 		$64M Sell
376,065
-2,840
-0.7% -$478K 17.63% 1
2020
Q2 		$59.3M Sell
378,905
-20,836
-5% -$3.07M 17.6% 1
2020
Q1 		$51.5M Sell
399,741
-858
-0.2% -$133K 19.48% 1
2019
Q4 		$65.5M Sell
400,599
-1,715
-0.4% -$269K 22.82% 1
2019
Q3 		$60.7M Buy
402,314
+5,174
+1% +$780K 22.94% 1
2019
Q2 		$59.6M Sell
397,140
-9,784
-2% -$1.44M 22.99% 1
2019
Q1 		$58.9M Buy
406,924
+18,435
+5% +$2.57M 23.45% 1
2018
Q4 		$49.6M Buy
+388,489
New +$53.6M 24.41% 1

Other funds holding VTI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Lindbrook Capital's VTI Position: Q1 2025 in Review

Lindbrook Capital increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1.3% in Q1 2025, buying an estimated $1.75M and bringing the position to 487,325 shares worth $134M. The position accounts for 12.35% of the portfolio, ranked #1.

Lindbrook Capital first reported a position in VTI in Q4 2018 and has held it in 26 quarters since. The position peaked at $139M in Q4 2024. 3,155 funds tracked by Wall St. Rank hold VTI as of Q1 2025.

  • Lindbrook Capital held 487,325 shares of Vanguard Morningstar Total Stock Market ETF worth $134M as of Q1 2025.
  • Lindbrook Capital bought 6,022 Vanguard Morningstar Total Stock Market ETF shares in Q1 2025, an estimated $1.75M.
  • Vanguard Morningstar Total Stock Market ETF made up 12.35% of Lindbrook Capital's portfolio in Q1 2025, its #1 holding.
  • Lindbrook Capital first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Vanguard Morningstar Total Stock Market ETF position peaked at $139M in Q4 2024.
  • 3,155 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2025.

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