LPL Financial’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.83B | Sell |
6,401,368
-412,912
| -6% | -$258M | 1.02% | 10 |
|
|
2025
Q4 | $4.27B | Buy |
6,814,280
+472,079
| +7% | +$293M | 1.17% | 9 |
|
|
2025
Q3 | $3.88B | Buy |
6,342,201
+226,990
| +4% | +$134M | 1.13% | 9 |
|
|
2025
Q2 | $3.47B | Buy |
6,115,211
+444,501
| +8% | +$234M | 1.16% | 10 |
|
|
2025
Q1 | $2.91B | Buy |
5,670,710
+234,107
| +4% | +$127M | 1.13% | 9 |
|
|
2024
Q4 | $2.93B | Buy |
5,436,603
+982,201
| +22% | +$532M | 1.19% | 10 |
|
|
2024
Q3 | $2.35B | Buy |
4,454,402
+251,141
| +6% | +$128M | 1.05% | 14 |
|
|
2024
Q2 | $2.1B | Buy |
4,203,261
+255,817
| +6% | +$123M | 1.05% | 13 |
|
|
2024
Q1 | $1.9B | Buy |
3,947,444
+47,233
| +1% | +$21.6M | 1.02% | 13 |
|
|
2023
Q4 | $1.7B | Buy |
3,900,211
+17,388
| +0.4% | +$7.12M | 1.03% | 12 |
|
|
2023
Q3 | $1.52B | Buy |
3,882,823
+273,438
| +8% | +$112M | 1.07% | 11 |
|
|
2023
Q2 | $1.47B | Sell |
3,609,385
-102,170
| -3% | -$39.4M | 1.05% | 12 |
|
|
2023
Q1 | $1.4B | Buy |
3,711,555
+127,824
| +4% | +$46.9M | 1.09% | 12 |
|
|
2022
Q4 | $1.26B | Buy |
3,583,731
+165,988
| +5% | +$58.6M | 1.08% | 9 |
|
|
2022
Q3 | $1.12B | Buy |
3,417,743
+52,606
| +2% | +$19.2M | 1.08% | 9 |
|
|
2022
Q2 | $1.17B | Buy |
3,365,137
+95,178
| +3% | +$35.9M | 1.11% | 10 |
|
|
2022
Q1 | $1.36B | Sell |
3,269,959
-83,133
| -2% | -$34M | 1.17% | 12 |
|
|
2021
Q4 | $1.46B | Buy |
3,353,092
+140,906
| +4% | +$59.5M | 1.23% | 12 |
|
|
2021
Q3 | $1.27B | Buy |
3,212,186
+148,184
| +5% | +$60.1M | 1.19% | 12 |
|
|
2021
Q2 | $1.21B | Buy |
3,064,002
+120,353
| +4% | +$46.2M | 1.22% | 13 |
|
|
2021
Q1 | $1.07B | Buy |
2,943,649
+1,103,613
| +60% | +$391M | 1.23% | 12 |
|
|
2020
Q4 | $632M | Buy |
1,840,036
+5,628
| +0.3% | +$1.83M | 0.82% | 20 |
|
|
2020
Q3 | $564M | Sell |
1,834,408
-19,318
| -1% | -$5.89M | 0.88% | 21 |
|
|
2020
Q2 | $525M | Sell |
1,853,726
-69,457
| -4% | -$18.7M | 0.92% | 20 |
|
|
2020
Q1 | $455M | Buy |
1,923,183
+331,084
| +21% | +$92.8M | 0.98% | 18 |
|
|
2019
Q4 | $471M | Buy |
1,592,099
+62,122
| +4% | +$17.6M | 0.86% | 20 |
|
|
2019
Q3 | $417M | Buy |
1,529,977
+41,248
| +3% | +$11.2M | 0.85% | 20 |
|
|
2019
Q2 | $401M | Buy |
1,488,729
+90,413
| +6% | +$23.9M | 0.85% | 19 |
|
|
2019
Q1 | $363M | Buy |
1,398,316
+38,690
| +3% | +$9.66M | 0.82% | 22 |
|
|
2018
Q4 | $312M | Buy |
1,359,626
+50,049
| +4% | +$12.4M | 0.83% | 23 |
|
|
2018
Q3 | $350M | Buy |
1,309,577
+96,458
| +8% | +$25.2M | 0.84% | 21 |
|
|
2018
Q2 | $303M | Buy |
1,213,119
+31,848
| +3% | +$7.91M | 0.79% | 22 |
|
|
2018
Q1 | $286M | Buy |
1,181,271
+115,173
| +11% | +$28.9M | 0.79% | 22 |
|
|
2017
Q4 | $262M | Buy |
1,066,098
+25,960
| +2% | +$6.2M | 0.8% | 21 |
|
|
2017
Q3 | $240M | Sell |
1,040,138
-41,240
| -4% | -$9.34M | 0.85% | 18 |
|
|
2017
Q2 | $240M | Buy |
1,081,378
+34,363
| +3% | +$7.56M | 0.91% | 17 |
|
|
2017
Q1 | $226M | Buy |
1,047,015
+46,157
| +5% | +$9.85M | 1.54% | 6 |
|
|
2016
Q4 | $207M | Buy |
1,000,858
+134,247
| +15% | +$26.9M | 1.57% | 6 |
|
|
2016
Q3 | $171M | Buy |
866,611
+41,643
| +5% | +$8.26M | 1.62% | 3 |
|
|
2016
Q2 | $159M | Sell |
824,968
-755,679
| -48% | -$144M | 1.34% | 5 |
|
|
2016
Q1 | $296M | Buy |
1,580,647
+183,673
| +13% | +$32.9M | 0.82% | 16 |
|
|
2015
Q4 | $258M | Buy |
1,396,974
+808,122
| +137% | +$152M | 0.72% | 27 |
|
|
2015
Q3 | $107M | Buy |
588,852
+95,773
| +19% | +$17.8M | 0.59% | 30 |
|
|
2015
Q2 | $93.4M | Buy |
493,079
+23,733
| +5% | +$4.57M | 0.47% | 35 |
|
|
2015
Q1 | $88.5M | Buy |
469,346
+242,205
| +107% | +$45.8M | 0.45% | 38 |
|
|
2014
Q4 | $42.8M | Buy |
227,141
+14,196
| +7% | +$2.62M | 0.23% | 84 |
|
|
2014
Q3 | $38M | Buy |
212,945
+9,109
| +4% | +$1.65M | 0.23% | 87 |
|
|
2014
Q2 | $36.6M | Buy |
203,836
+7,223
| +4% | +$1.26M | 0.21% | 99 |
|
|
2014
Q1 | $33.7M | Buy |
196,613
+12,749
| +7% | +$2.14M | 0.21% | 100 |
|
|
2013
Q4 | $31.1M | Buy |
183,864
+29,344
| +19% | +$4.76M | 0.19% | 106 |
|
|
2013
Q3 | $24.2M | Buy |
154,520
+31,072
| +25% | +$4.77M | 0.16% | 130 |
|
|
2013
Q2 | $18.1M | Buy |
+123,448
| New | +$18.2M | 0.13% | 140 |
|
Other funds holding VOO
VGA
AA
LPL Financial's VOO Position: Q1 2026 in Review
LPL Financial reduced its Vanguard S&P 500 ETF (VOO) stake by 6.1% in Q1 2026, selling an estimated $258M and leaving 6,401,368 shares worth $3.83B. The position accounts for 1.02% of the portfolio, ranked #10.
LPL Financial first reported a position in VOO in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.27B in Q4 2025. 3,828 funds tracked by Wall St. Rank hold VOO as of Q1 2026.
- LPL Financial held 6,401,368 shares of Vanguard S&P 500 ETF worth $3.83B as of Q1 2026.
- LPL Financial sold 412,912 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $258M.
- Vanguard S&P 500 ETF made up 1.02% of LPL Financial's portfolio in Q1 2026, its #10 holding.
- LPL Financial first reported a position in Vanguard S&P 500 ETF in Q2 2013 and has held it in 52 quarters since.
- LPL Financial's Vanguard S&P 500 ETF position peaked at $4.27B in Q4 2025.
- 3,828 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.