Lindbrook Capital’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Lindbrook Capital’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$616K	Hold	2,396	–	–	0.06%	190
2024 Q4	$646K	Hold	2,396	–	–	0.06%	187
2024 Q3	$631K	Hold	2,396	–	–	0.06%	191
2024 Q2	$598K	Hold	2,396	–	–	0.06%	184
2024 Q1	$574K	Hold	2,396	–	–	0.05%	194
2023 Q4	$523K	Sell	2,396 -798	-25%	-$163K	0.05%	193
2023 Q3	$625K	Hold	3,194	–	–	0.07%	155
2023 Q2	$647K	Hold	3,194	–	–	0.07%	161
2023 Q1	$597K	Hold	3,194	–	–	0.07%	153
2022 Q4	$556K	Hold	3,194	–	–	0.07%	171
2022 Q3	$522K	Hold	3,194	–	–	0.09%	132
2022 Q2	$550K	Hold	3,194	–	–	0.09%	134
2022 Q1	$666K	Hold	3,194	–	–	0.1%	124
2021 Q4	$706K	Buy	+3,194	New	+$685K	0.11%	122

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Lindbrook Capital's VV Position: Q1 2025 in Review

Lindbrook Capital held its Vanguard Morningstar Large-Cap ETF (VV) position steady in Q1 2025 at 2,396 shares worth $616K. The position accounts for 0.06% of the portfolio, ranked #190.

Lindbrook Capital first reported a position in VV in Q4 2021 and has held it in 14 quarters since. The position peaked at $706K in Q4 2021. 1,183 funds tracked by Wall St. Rank hold VV as of Q1 2025.

Lindbrook Capital held 2,396 shares of Vanguard Morningstar Large-Cap ETF worth $616K as of Q1 2025.
Lindbrook Capital left its Vanguard Morningstar Large-Cap ETF share count unchanged in Q1 2025.
Vanguard Morningstar Large-Cap ETF made up 0.06% of Lindbrook Capital's portfolio in Q1 2025, its #190 holding.
Lindbrook Capital first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2021 and has held it in 14 quarters since.
Lindbrook Capital's Vanguard Morningstar Large-Cap ETF position peaked at $706K in Q4 2021.
1,183 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q1 2025.

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