LPL Financial
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LPL Financial’s Vanguard Small-Cap ETF VB Stock Holding History

LPL Financial’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$870M Sell
3,322,073
-591,321
-15% -$160M 0.23% 92
2025
Q4 		$1.01B Sell
3,913,394
-52,705
-1% -$13.5M 0.28% 68
2025
Q3 		$1.01B Buy
3,966,099
+40,988
+1% +$10.2M 0.29% 61
2025
Q2 		$930M Buy
3,925,111
+98,858
+3% +$22.1M 0.31% 64
2025
Q1 		$848M Buy
3,826,253
+36,930
+1% +$8.82M 0.33% 61
2024
Q4 		$910M Buy
3,789,323
+176,938
+5% +$43.5M 0.37% 55
2024
Q3 		$857M Buy
3,612,385
+87,311
+2% +$19.8M 0.38% 50
2024
Q2 		$769M Buy
3,525,074
+131,521
+4% +$28.9M 0.38% 51
2024
Q1 		$776M Buy
3,393,553
+146,512
+5% +$31.5M 0.42% 45
2023
Q4 		$693M Buy
3,247,041
+154,679
+5% +$29.8M 0.42% 43
2023
Q3 		$585M Buy
3,092,362
+155,742
+5% +$31M 0.41% 48
2023
Q2 		$584M Sell
2,936,620
-634,994
-18% -$120M 0.42% 44
2023
Q1 		$677M Buy
3,571,614
+151,148
+4% +$29.3M 0.53% 34
2022
Q4 		$628M Buy
3,420,466
+36,981
+1% +$6.85M 0.54% 34
2022
Q3 		$578M Buy
3,383,485
+75,447
+2% +$14.2M 0.56% 34
2022
Q2 		$583M Buy
3,308,038
+113,767
+4% +$22M 0.55% 32
2022
Q1 		$679M Buy
3,194,271
+57,654
+2% +$12.1M 0.58% 31
2021
Q4 		$709M Buy
3,136,617
+112,994
+4% +$25.7M 0.6% 27
2021
Q3 		$661M Buy
3,023,623
+156,469
+5% +$34.8M 0.62% 26
2021
Q2 		$646M Buy
2,867,154
+338,720
+13% +$75.1M 0.65% 25
2021
Q1 		$541M Buy
2,528,434
+400,503
+19% +$84.4M 0.62% 29
2020
Q4 		$414M Buy
2,127,931
+168,934
+9% +$29.8M 0.54% 32
2020
Q3 		$301M Buy
1,958,997
+351,008
+22% +$53.9M 0.47% 39
2020
Q2 		$234M Sell
1,607,989
-77,171
-5% -$10.4M 0.41% 47
2020
Q1 		$195M Sell
1,685,160
-6,108
-0.4% -$918K 0.42% 43
2019
Q4 		$280M Buy
1,691,268
+24,926
+1% +$3.97M 0.51% 35
2019
Q3 		$256M Buy
1,666,342
+49,195
+3% +$7.63M 0.52% 34
2019
Q2 		$253M Buy
1,617,147
+43,470
+3% +$6.72M 0.54% 32
2019
Q1 		$240M Buy
1,573,677
+1,245
+0.1% +$185K 0.55% 30
2018
Q4 		$208M Buy
1,572,432
+12,057
+0.8% +$1.76M 0.55% 31
2018
Q3 		$254M Buy
1,560,375
+44,407
+3% +$7.18M 0.61% 28
2018
Q2 		$236M Buy
1,515,968
+46,725
+3% +$7.15M 0.62% 27
2018
Q1 		$216M Buy
1,469,243
+248,565
+20% +$37.1M 0.59% 29
2017
Q4 		$180M Buy
1,220,678
+260,033
+27% +$37.6M 0.55% 32
2017
Q3 		$136M Sell
960,645
-19,113
-2% -$2.6M 0.48% 37
2017
Q2 		$133M Buy
979,758
+881,272
+895% +$118M 0.5% 35
2017
Q1 		$13M Buy
98,486
+5,810
+6% +$769K 0.09% 191
2016
Q4 		$12M Buy
92,676
+4,316
+5% +$536K 0.09% 184
2016
Q3 		$10.7M Buy
88,360
+2,733
+3% +$331K 0.1% 175
2016
Q2 		$9.87M Sell
85,627
-1,253,474
-94% -$142M 0.08% 192
2016
Q1 		$147M Sell
1,339,101
-94,861
-7% -$9.83M 0.41% 45
2015
Q4 		$156M Buy
1,433,962
+709,276
+98% +$80.4M 0.43% 38
2015
Q3 		$81.1M Sell
724,686
-153,138
-17% -$17.9M 0.45% 39
2015
Q2 		$106M Buy
877,824
+26,783
+3% +$3.29M 0.54% 30
2015
Q1 		$104M Buy
851,041
+14,288
+2% +$1.69M 0.53% 30
2014
Q4 		$97.6M Buy
836,753
+37,042
+5% +$4.22M 0.53% 31
2014
Q3 		$87.3M Buy
799,711
+11,942
+2% +$1.37M 0.52% 33
2014
Q2 		$92.3M Buy
787,769
+25,652
+3% +$2.87M 0.54% 33
2014
Q1 		$86.1M Buy
762,117
+64,800
+9% +$7.18M 0.53% 34
2013
Q4 		$76.7M Buy
697,317
+78,519
+13% +$8.36M 0.48% 37
2013
Q3 		$64.3M Buy
618,798
+58,046
+10% +$5.79M 0.43% 46
2013
Q2 		$52.5M Buy
+560,752
New +$51.9M 0.38% 54

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial's VB Position: Q1 2026 in Review

LPL Financial reduced its Vanguard Small-Cap ETF (VB) stake by 15% in Q1 2026, selling an estimated $160M and leaving 3,322,073 shares worth $870M. The position accounts for 0.23% of the portfolio, ranked #92.

LPL Financial first reported a position in VB in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.01B in Q4 2025. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • LPL Financial held 3,322,073 shares of Vanguard Small-Cap ETF worth $870M as of Q1 2026.
  • LPL Financial sold 591,321 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $160M.
  • Vanguard Small-Cap ETF made up 0.23% of LPL Financial's portfolio in Q1 2026, its #92 holding.
  • LPL Financial first reported a position in Vanguard Small-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Vanguard Small-Cap ETF position peaked at $1.01B in Q4 2025.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.