VTI β€” VANGUARD TOTAL STK MKT

Ownership history in Lindbrook Capital, LLC  Β·  26 quarters on record

AI Ownership Summary

Lindbrook Capital, LLC reported VANGUARD TOTAL STK MKT (VTI) in 26 quarterly 13F filings from 2023 Q4 through 2025 Q1. Peak portfolio weight reached 12.58% in 2024 Q4. The latest visible filing shows VTI at 12.35% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VTI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Lindbrook Capital, LLC's position in VANGUARD TOTAL STK MKT, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q1

VTI was reported at 12.35% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
12.58% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Lindbrook Capital, LLC held VTI β€” position size vs. price
% of Fund (quarterly)    VTI price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q1 ADDED 487,325 +6,022 +1.3% 12.35% $133.9M 2025-05-15 (Est.) $287.20
2024 Q4 ADDED 481,303 +6,780 +1.4% 12.58% $139.5M 2025-02-06 $296.14
2024 Q3 ADDED 474,523 +9,950 +2.1% 11.90% $134.4M 2024-11-01 $277.06
2024 Q2 ADDED 464,573 +9,598 +2.1% 11.67% $124.3M 2024-07-31 $266.76
2024 Q1 ADDED 454,975 +4,174 +0.9% 11.06% $118.2M 2024-04-25 $243.28
2023 Q4 ADDED 450,801 +18,625 +4.3% 10.68% $106.9M 2024-02-01 $236.25
20 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Lindbrook Capital, LLC and VTI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Lindbrook Capital, LLC reported owning VTI?

Lindbrook Capital, LLC reported VTI across 6 quarterly 13F filings, from 2023 Q4 through 2025 Q1.

What was the largest reported VTI position in Lindbrook Capital, LLC's portfolio?

The largest reported portfolio weight for VTI was 12.58% in 2024 Q4.

What is the latest reported VTI position on this page?

The most recent filing on this page is 2025 Q1, when Lindbrook Capital, LLC reported 487,325 shares, equal to 12.35% of portfolio, with an estimated market value of $133.9M.

What does the chart on this VTI ownership page compare?

The chart compares Lindbrook Capital, LLC's quarterly VTI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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