LPL Financial
VONE icon

LPL Financial’s Vanguard Russell 1000 ETF VONE Stock Holding History

LPL Financial’s Portfolio VONE Stock Details VONE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$31.9M Sell
108,146
-8,968
-8% -$2.77M 0.01% 1153
2025
Q4 		$36.2M Sell
117,114
-8,966
-7% -$2.75M 0.01% 1040
2025
Q3 		$38.1M Buy
126,080
+21,356
+20% +$6.22M 0.01% 985
2025
Q2 		$29.4M Buy
104,724
+857
+0.8% +$223K 0.01% 1034
2025
Q1 		$26.4M Sell
103,867
-2,624
-2% -$702K 0.01% 991
2024
Q4 		$28.4M Sell
106,491
-5,550
-5% -$1.49M 0.01% 903
2024
Q3 		$29.1M Sell
112,041
-8,104
-7% -$2.03M 0.01% 843
2024
Q2 		$29.6M Buy
120,145
+3,128
+3% +$743K 0.01% 797
2024
Q1 		$27.9M Sell
117,017
-6,153
-5% -$1.4M 0.02% 792
2023
Q4 		$26.7M Sell
123,170
-491
-0.4% -$99.5K 0.02% 747
2023
Q3 		$24.1M Sell
123,661
-663
-0.5% -$134K 0.02% 727
2023
Q2 		$25.1M Sell
124,324
-4,803
-4% -$916K 0.02% 701
2023
Q1 		$24.1M Buy
129,127
+8,373
+7% +$1.52M 0.02% 679
2022
Q4 		$21M Buy
120,754
+3,621
+3% +$634K 0.02% 690
2022
Q3 		$19.1M Buy
117,133
+33,453
+40% +$6.07M 0.02% 671
2022
Q2 		$14.4M Buy
83,680
+126
+0.2% +$23.6K 0.01% 780
2022
Q1 		$17.3M Sell
83,554
-1,711
-2% -$349K 0.01% 732
2021
Q4 		$18.7M Buy
85,265
+301
+0.4% +$64.1K 0.02% 705
2021
Q3 		$17M Buy
84,964
+24,688
+41% +$5.08M 0.02% 692
2021
Q2 		$12.1M Sell
60,276
-1,245
-2% -$243K 0.01% 810
2021
Q1 		$11.4M Buy
61,521
+1,735
+3% +$314K 0.01% 767
2020
Q4 		$10.5M Sell
59,786
-920
-2% -$152K 0.01% 728
2020
Q3 		$9.4M Buy
60,706
+4,956
+9% +$756K 0.01% 672
2020
Q2 		$7.91M Sell
55,750
-2,398
-4% -$321K 0.01% 676
2020
Q1 		$6.82M Sell
58,148
-6,920
-11% -$967K 0.01% 631
2019
Q4 		$9.6M Sell
65,068
-3,139
-5% -$443K 0.02% 589
2019
Q3 		$9.28M Sell
68,207
-3,763
-5% -$511K 0.02% 559
2019
Q2 		$9.7M Buy
71,970
+23,070
+47% +$3.05M 0.02% 525
2019
Q1 		$6.35M Buy
48,900
+4,954
+11% +$619K 0.01% 667
2018
Q4 		$5.03M Buy
43,946
+4,857
+12% +$599K 0.01% 680
2018
Q3 		$5.22M Sell
39,089
-906
-2% -$119K 0.01% 715
2018
Q2 		$5M Buy
39,995
+446
+1% +$55.4K 0.01% 709
2018
Q1 		$4.79M Sell
39,549
-2,764
-7% -$346K 0.01% 711
2017
Q4 		$5.18M Buy
42,313
+2,976
+8% +$355K 0.02% 650
2017
Q3 		$4.54M Sell
39,337
-2,205
-5% -$250K 0.02% 634
2017
Q2 		$4.62M Sell
41,542
-4,551
-10% -$501K 0.02% 583
2017
Q1 		$4.98M Buy
46,093
+1,124
+2% +$120K 0.03% 426
2016
Q4 		$4.65M Buy
44,969
+1,695
+4% +$170K 0.04% 432
2016
Q3 		$4.26M Sell
43,274
-7,647
-15% -$759K 0.04% 435
2016
Q2 		$4.89M Sell
50,921
-84,960
-63% -$8.08M 0.04% 382
2016
Q1 		$12.7M Sell
135,881
-516
-0.4% -$46K 0.04% 372
2015
Q4 		$12.6M Buy
136,397
+68,207
+100% +$6.44M 0.03% 377
2015
Q3 		$6.24M Buy
68,190
+10,122
+17% +$949K 0.03% 399
2015
Q2 		$5.56M Sell
58,068
-1,530
-3% -$149K 0.03% 473
2015
Q1 		$5.68M Buy
59,598
+6,265
+12% +$597K 0.03% 456
2014
Q4 		$5.05M Buy
53,333
+9,765
+22% +$903K 0.03% 487
2014
Q3 		$3.9M Buy
43,568
+2,865
+7% +$261K 0.02% 559
2014
Q2 		$3.68M Buy
40,703
+1,061
+3% +$93.2K 0.02% 591
2014
Q1 		$3.43M Buy
39,642
+16,858
+74% +$1.43M 0.02% 581
2013
Q4 		$1.94M Buy
22,784
+2,810
+14% +$229K 0.01% 839
2013
Q3 		$1.58M Sell
19,974
-414
-2% -$31.9K 0.01% 920
2013
Q2 		$1.5M Buy
+20,388
New +$1.51M 0.01% 879

Other funds holding VONE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

LPL Financial's VONE Position: Q1 2026 in Review

LPL Financial reduced its Vanguard Russell 1000 ETF (VONE) stake by 7.7% in Q1 2026, selling an estimated $2.77M and leaving 108,146 shares worth $31.9M. The position accounts for 0.01% of the portfolio, ranked #1153.

LPL Financial first reported a position in VONE in Q2 2013 and has held it in 52 quarters since. The position peaked at $38.1M in Q3 2025. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

  • LPL Financial held 108,146 shares of Vanguard Russell 1000 ETF worth $31.9M as of Q1 2026.
  • LPL Financial sold 8,968 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $2.77M.
  • Vanguard Russell 1000 ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1153 holding.
  • LPL Financial first reported a position in Vanguard Russell 1000 ETF in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Vanguard Russell 1000 ETF position peaked at $38.1M in Q3 2025.
  • 385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

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