LPL Financial’s Vanguard S&P 500 ETF VOO Stock Holding History

LPL Financial’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.72M	Sell	2,500 -1,200	-32%	-$800K	﹤0.01%	3914
2026 Q1	$2.21M	Buy	3,700 +2,100	+131%	+$1.31M	﹤0.01%	3414
2025 Q4	$1M	Sell	1,600 -300	-16%	-$186K	﹤0.01%	4074
2025 Q3	$1.16M	Buy	1,900 +900	+90%	+$530K	﹤0.01%	3853
2025 Q2	$568K	Buy	1,000 +100	+11%	+$52.6K	﹤0.01%	4273
2025 Q1	$463K	Hold	900	–	–	﹤0.01%	4243
2024 Q4	$485K	Sell	900 -7,900	-90%	-$4.28M	﹤0.01%	4119
2024 Q3	$4.64M	Buy	8,800 +7,900	+878%	+$4.02M	﹤0.01%	2061
2024 Q2	$450K	Buy	+900	New	+$433K	﹤0.01%	3957
2024 Q1	–	Sell	-34,900	Closed	-$15.2M	–	5034
2023 Q4	$15.2M	Buy	34,900 +33,900	+3,390%	+$13.9M	0.01%	1001
2023 Q3	$393K	Buy	+1,000	New	+$409K	﹤0.01%	3679

Other funds holding VOO

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $177B AUM 39.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Acorns Advisers Irvine, California $15.3B AUM 18.32% 1-Year Est. Return

LPL Financial's VOO Position: Q2 2026 in Review

LPL Financial increased its Vanguard S&P 500 ETF (VOO) stake by 3.5% in Q2 2026, buying an estimated $148M and bringing the position to 6,623,289 shares worth $4.55B. The position accounts for 1.02% of the portfolio, ranked #9.

LPL Financial first reported a position in VOO in Q2 2013 and has held it in 53 quarters since. 4,002 funds tracked by Wall St. Rank hold VOO as of Q2 2026.

LPL Financial held 6,623,289 shares of Vanguard S&P 500 ETF worth $4.55B as of Q2 2026.
LPL Financial bought 221,921 Vanguard S&P 500 ETF shares in Q2 2026, an estimated $148M.
Vanguard S&P 500 ETF made up 1.02% of LPL Financial's portfolio in Q2 2026, its #9 holding.
LPL Financial first reported a position in Vanguard S&P 500 ETF in Q2 2013 and has held it in 53 quarters since.
4,002 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q2 2026.

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