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 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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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.