LPL Financial’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.16B | Buy |
14,368,916
+59,168
| +0.4% | +$4.59M | 0.26% | 69 |
|
|
2026
Q1 | $1.03B | Buy |
14,309,748
+1,180,772
| +9% | +$87.7M | 0.27% | 68 |
|
|
2025
Q4 | $953M | Buy |
13,128,976
+456,824
| +4% | +$33.2M | 0.26% | 77 |
|
|
2025
Q3 | $931M | Buy |
12,672,152
+805,128
| +7% | +$57.8M | 0.27% | 72 |
|
|
2025
Q2 | $830M | Sell |
11,867,024
-14,740
| -0.1% | -$968K | 0.28% | 73 |
|
|
2025
Q1 | $768M | Sell |
11,881,764
-259,148
| -2% | -$17.4M | 0.3% | 67 |
|
|
2024
Q4 | $802M | Buy |
12,140,912
+585,044
| +5% | +$39.7M | 0.33% | 65 |
|
|
2024
Q3 | $762M | Buy |
11,555,868
+281,332
| +2% | +$17.7M | 0.34% | 61 |
|
|
2024
Q2 | $682M | Sell |
11,274,536
-812,836
| -7% | -$49.4M | 0.34% | 60 |
|
|
2024
Q1 | $755M | Buy |
12,087,372
+349,672
| +3% | +$20.7M | 0.41% | 48 |
|
|
2023
Q4 | $683M | Buy |
11,737,700
+506,944
| +5% | +$27.1M | 0.41% | 44 |
|
|
2023
Q3 | $585M | Buy |
11,230,756
+579,652
| +5% | +$31.8M | 0.41% | 47 |
|
|
2023
Q2 | $586M | Buy |
10,651,104
+1,313,120
| +14% | +$68.8M | 0.42% | 43 |
|
|
2023
Q1 | $492M | Buy |
9,337,984
+217,168
| +2% | +$11.6M | 0.38% | 52 |
|
|
2022
Q4 | $465M | Buy |
9,120,816
+22,892
| +0.3% | +$1.17M | 0.4% | 49 |
|
|
2022
Q3 | $428M | Buy |
9,097,924
+112,640
| +1% | +$5.89M | 0.41% | 45 |
|
|
2022
Q2 | $442M | Buy |
8,985,284
+16,072
| +0.2% | +$868K | 0.42% | 46 |
|
|
2022
Q1 | $533M | Sell |
8,969,212
-352,064
| -4% | -$20.7M | 0.46% | 40 |
|
|
2021
Q4 | $594M | Buy |
9,321,276
+462,048
| +5% | +$29M | 0.5% | 38 |
|
|
2021
Q3 | $524M | Buy |
8,859,228
+528,232
| +6% | +$31.9M | 0.49% | 32 |
|
|
2021
Q2 | $494M | Sell |
8,330,996
-585,156
| -7% | -$33.9M | 0.5% | 34 |
|
|
2021
Q1 | $493M | Buy |
8,916,152
+3,228,960
| +57% | +$175M | 0.57% | 30 |
|
|
2020
Q4 | $294M | Buy |
5,687,192
+383,044
| +7% | +$18.5M | 0.38% | 49 |
|
|
2020
Q3 | $234M | Buy |
5,304,148
+185,992
| +4% | +$8.1M | 0.37% | 52 |
|
|
2020
Q2 | $210M | Buy |
5,118,156
+209,408
| +4% | +$8.02M | 0.37% | 54 |
|
|
2020
Q1 | $162M | Buy |
4,908,748
+254,168
| +5% | +$10.5M | 0.35% | 54 |
|
|
2019
Q4 | $207M | Buy |
4,654,580
+264,200
| +6% | +$11.3M | 0.38% | 48 |
|
|
2019
Q3 | $184M | Buy |
4,390,380
+184,260
| +4% | +$7.7M | 0.37% | 51 |
|
|
2019
Q2 | $176M | Buy |
4,206,120
+168,920
| +4% | +$6.91M | 0.37% | 47 |
|
|
2019
Q1 | $162M | Buy |
4,037,200
+88,108
| +2% | +$3.39M | 0.37% | 48 |
|
|
2018
Q4 | $136M | Sell |
3,949,092
-139,088
| -3% | -$5.22M | 0.36% | 49 |
|
|
2018
Q3 | $168M | Buy |
4,088,180
+142,492
| +4% | +$5.81M | 0.4% | 44 |
|
|
2018
Q2 | $156M | Buy |
3,945,688
+114,044
| +3% | +$4.48M | 0.41% | 45 |
|
|
2018
Q1 | $148M | Buy |
3,831,644
+301,740
| +9% | +$11.9M | 0.41% | 47 |
|
|
2017
Q4 | $137M | Buy |
3,529,904
+349,032
| +11% | +$13.2M | 0.42% | 43 |
|
|
2017
Q3 | $117M | Sell |
3,180,872
-4,280
| -0.1% | -$154K | 0.41% | 44 |
|
|
2017
Q2 | $113M | Buy |
3,185,152
+2,776,980
| +680% | +$98.1M | 0.43% | 42 |
|
|
2017
Q1 | $14.2M | Buy |
408,172
+26,964
| +7% | +$926K | 0.1% | 176 |
|
|
2016
Q4 | $12.6M | Buy |
381,208
+10,132
| +3% | +$328K | 0.1% | 179 |
|
|
2016
Q3 | $11.9M | Sell |
371,076
-2,228
| -0.6% | -$71.5K | 0.11% | 158 |
|
|
2016
Q2 | $11.5M | Sell |
373,304
-3,837,968
| -91% | -$117M | 0.1% | 160 |
|
|
2016
Q1 | $126M | Sell |
4,211,272
-418,028
| -9% | -$11.8M | 0.35% | 61 |
|
|
2015
Q4 | $137M | Buy |
4,629,300
+2,255,540
| +95% | +$68.8M | 0.38% | 49 |
|
|
2015
Q3 | $71.6M | Buy |
2,373,760
+31,536
| +1% | +$983K | 0.39% | 49 |
|
|
2015
Q2 | $74.6M | Buy |
2,342,224
+133,352
| +6% | +$4.33M | 0.38% | 54 |
|
|
2015
Q1 | $70.8M | Buy |
2,208,872
+145,408
| +7% | +$4.57M | 0.36% | 55 |
|
|
2014
Q4 | $63.7M | Buy |
2,063,464
+350,164
| +20% | +$10.6M | 0.35% | 55 |
|
|
2014
Q3 | $49.5M | Buy |
1,713,300
+23,216
| +1% | +$689K | 0.3% | 66 |
|
|
2014
Q2 | $50.1M | Sell |
1,690,084
-110,240
| -6% | -$3.15M | 0.29% | 68 |
|
|
2014
Q1 | $51.1M | Buy |
1,800,324
+325,928
| +22% | +$9.04M | 0.31% | 62 |
|
|
2013
Q4 | $40.6M | Buy |
1,474,396
+213,220
| +17% | +$5.68M | 0.25% | 75 |
|
|
2013
Q3 | $32.8M | Buy |
1,261,176
+112,820
| +10% | +$2.83M | 0.22% | 90 |
|
|
2013
Q2 | $27.3M | Buy |
+1,148,356
| New | +$27.2M | 0.2% | 97 |
|
Other funds holding VO
LPL Financial's VO Position: Q2 2026 in Review
LPL Financial increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.41% in Q2 2026, buying an estimated $4.59M and bringing the position to 14,368,916 shares worth $1.16B. The position accounts for 0.26% of the portfolio, ranked #69.
LPL Financial first reported a position in VO in Q2 2013 and has held it in 53 quarters since. 2,467 funds tracked by Wall St. Rank hold VO as of Q2 2026.
- LPL Financial held 14,368,916 shares of Vanguard Morningstar Mid-Cap ETF worth $1.16B as of Q2 2026.
- LPL Financial bought 59,168 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $4.59M.
- Vanguard Morningstar Mid-Cap ETF made up 0.26% of LPL Financial's portfolio in Q2 2026, its #69 holding.
- LPL Financial first reported a position in Vanguard Morningstar Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
- 2,467 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.