LPL Financial
VCX

LPL Financial’s Fundrise Innovation Fund VCX Stock Holding History

LPL Financial’s Portfolio VCX Stock Details VCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.92M Buy
+22,198
New +$3.17M ﹤0.01% 3793

Other funds holding VCX

KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
LHWM
Lake Hills Wealth Management Austin, Texas $220M AUM 39.11% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
WA
WPG Advisers Baltimore, Maryland $170M AUM 33.45% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
BCM
Berbice Capital Management Melville, New York $193M AUM 44.03% 1-Year Est. Return

LPL Financial's VCX Position: Q2 2026 in Review

LPL Financial opened a new position in Fundrise Innovation Fund (VCX) in Q2 2026: 22,198 shares worth $1.92M. The stake represents ﹤0.01% of the portfolio and ranks #3793 among its holdings.

24 funds tracked by Wall St. Rank hold VCX as of Q2 2026.

  • LPL Financial held 22,198 shares of Fundrise Innovation Fund worth $1.92M as of Q2 2026.
  • Fundrise Innovation Fund was a new LPL Financial position in Q2 2026.
  • Fundrise Innovation Fund made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3793 holding.
  • 24 funds tracked by Wall St. Rank held Fundrise Innovation Fund as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.