LPL Financial
VIOO icon

LPL Financial’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

LPL Financial’s Portfolio VIOO Stock Details VIOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27.9M Buy
242,537
+25,411
+12% +$2.98M 0.01% 1251
2025
Q4 		$24.1M Sell
217,126
-18,695
-8% -$2.08M 0.01% 1286
2025
Q3 		$26.1M Sell
235,821
-45,874
-16% -$4.89M 0.01% 1194
2025
Q2 		$28.5M Sell
281,695
-79,290
-22% -$7.57M 0.01% 1044
2025
Q1 		$34.8M Sell
360,985
-107,661
-23% -$11.2M 0.01% 865
2024
Q4 		$49.7M Buy
468,646
+38,020
+9% +$4.21M 0.02% 650
2024
Q3 		$46.6M Buy
430,626
+93,679
+28% +$9.75M 0.02% 648
2024
Q2 		$33.1M Sell
336,947
-23,012
-6% -$2.26M 0.02% 737
2024
Q1 		$36.5M Sell
359,959
-10,696
-3% -$1.04M 0.02% 663
2023
Q4 		$36.8M Buy
370,655
+15,559
+4% +$1.39M 0.02% 609
2023
Q3 		$31M Buy
355,096
+8,130
+2% +$749K 0.02% 618
2023
Q2 		$31.9M Sell
346,966
-11,266
-3% -$986K 0.02% 596
2023
Q1 		$31.8M Buy
358,232
+27,888
+8% +$2.55M 0.02% 557
2022
Q4 		$28.6M Buy
330,344
+22,962
+7% +$2.04M 0.02% 565
2022
Q3 		$24.8M Sell
307,382
-89,658
-23% -$8.02M 0.02% 553
2022
Q2 		$33.8M Buy
397,040
+121,632
+44% +$11.1M 0.03% 446
2022
Q1 		$27.3M Buy
275,408
+6,938
+3% +$686K 0.02% 544
2021
Q4 		$28.2M Buy
268,470
+18,104
+7% +$1.9M 0.02% 546
2021
Q3 		$25.2M Buy
250,366
+6,524
+3% +$659K 0.02% 538
2021
Q2 		$25.3M Buy
243,842
+23,284
+11% +$2.38M 0.03% 504
2021
Q1 		$21.9M Buy
220,558
+140
+0.1% +$13.4K 0.03% 503
2020
Q4 		$18.5M Buy
220,418
+9,156
+4% +$692K 0.02% 501
2020
Q3 		$13.6M Sell
211,262
-39,010
-16% -$2.56M 0.02% 518
2020
Q2 		$15.7M Sell
250,272
-8,888
-3% -$512K 0.03% 442
2020
Q1 		$13.3M Sell
259,160
-34,612
-12% -$2.34M 0.03% 417
2019
Q4 		$22.4M Buy
293,772
+54,272
+23% +$3.99M 0.04% 331
2019
Q3 		$17.1M Sell
239,500
-69,416
-22% -$4.91M 0.03% 371
2019
Q2 		$22.1M Buy
308,916
+5,592
+2% +$395K 0.05% 300
2019
Q1 		$21.3M Buy
303,324
+13,608
+5% +$948K 0.05% 299
2018
Q4 		$18.2M Sell
289,716
-80,982
-22% -$5.71M 0.05% 297
2018
Q3 		$29.6M Buy
370,698
+88,812
+32% +$7.09M 0.07% 231
2018
Q2 		$21.5M Buy
281,886
+71,904
+34% +$5.33M 0.06% 269
2018
Q1 		$14.7M Buy
209,982
+39,884
+23% +$2.82M 0.04% 337
2017
Q4 		$11.9M Buy
170,098
+10,762
+7% +$741K 0.04% 378
2017
Q3 		$10.8M Buy
159,336
+926
+0.6% +$59.1K 0.04% 362
2017
Q2 		$10.1M Buy
158,410
+19,822
+14% +$1.25M 0.04% 358
2017
Q1 		$8.54M Buy
138,588
+17,406
+14% +$1.09M 0.06% 281
2016
Q4 		$7.58M Buy
121,182
+62,464
+106% +$3.66M 0.06% 282
2016
Q3 		$3.29M Sell
58,718
-348
-0.6% -$19.3K 0.03% 530
2016
Q2 		$3.1M Sell
59,066
-46,402
-44% -$2.39M 0.03% 549
2016
Q1 		$5.27M Sell
105,468
-41,984
-28% -$1.98M 0.01% 693
2015
Q4 		$7.17M Buy
147,452
+88,562
+150% +$4.53M 0.02% 558
2015
Q3 		$2.95M Buy
58,890
+18,936
+47% +$973K 0.02% 670
2015
Q2 		$2.12M Sell
39,954
-564
-1% -$30.1K 0.01% 874
2015
Q1 		$2.15M Buy
40,518
+2,516
+7% +$130K 0.01% 873
2014
Q4 		$1.95M Buy
38,002
+3,060
+9% +$151K 0.01% 887
2014
Q3 		$1.63M Sell
34,942
-1,944
-5% -$95.6K 0.01% 977
2014
Q2 		$1.87M Buy
36,886
+2,714
+8% +$132K 0.01% 926
2014
Q1 		$1.7M Buy
34,172
+2,778
+9% +$135K 0.01% 927
2013
Q4 		$1.54M Buy
31,394
+836
+3% +$39.5K 0.01% 981
2013
Q3 		$1.41M Sell
30,558
-8,244
-21% -$360K 0.01% 990
2013
Q2 		$1.58M Buy
+38,802
New +$1.55M 0.01% 845

Other funds holding VIOO

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial's VIOO Position: Q1 2026 in Review

LPL Financial increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 12% in Q1 2026, buying an estimated $2.98M and bringing the position to 242,537 shares worth $27.9M. The position accounts for 0.01% of the portfolio, ranked #1251.

LPL Financial first reported a position in VIOO in Q2 2013 and has held it in 52 quarters since. The position peaked at $49.7M in Q4 2024. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

  • LPL Financial held 242,537 shares of Vanguard S&P Small-Cap 600 ETF worth $27.9M as of Q1 2026.
  • LPL Financial bought 25,411 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $2.98M.
  • Vanguard S&P Small-Cap 600 ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1251 holding.
  • LPL Financial first reported a position in Vanguard S&P Small-Cap 600 ETF in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Vanguard S&P Small-Cap 600 ETF position peaked at $49.7M in Q4 2024.
  • 378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

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