LPL Financial’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $121M | Buy |
592,977
+639
| +0.1% | +$134K | 0.03% | 508 |
|
|
2025
Q4 | $121M | Sell |
592,338
-4,408
| -0.7% | -$893K | 0.03% | 474 |
|
|
2025
Q3 | $119M | Buy |
596,746
+22,097
| +4% | +$4.29M | 0.03% | 464 |
|
|
2025
Q2 | $108M | Buy |
574,649
+9,774
| +2% | +$1.76M | 0.04% | 452 |
|
|
2025
Q1 | $104M | Sell |
564,875
-13,335
| -2% | -$2.5M | 0.04% | 414 |
|
|
2024
Q4 | $107M | Buy |
578,210
+69,733
| +14% | +$13.4M | 0.04% | 380 |
|
|
2024
Q3 | $97M | Buy |
508,477
+6,497
| +1% | +$1.19M | 0.04% | 382 |
|
|
2024
Q2 | $88.2M | Sell |
501,980
-1,807
| -0.4% | -$319K | 0.04% | 377 |
|
|
2024
Q1 | $90.9M | Buy |
503,787
+6,039
| +1% | +$1.04M | 0.05% | 350 |
|
|
2023
Q4 | $83.6M | Buy |
497,748
+143,000
| +40% | +$22.2M | 0.05% | 335 |
|
|
2023
Q3 | $52.7M | Buy |
354,748
+16,616
| +5% | +$2.6M | 0.04% | 439 |
|
|
2023
Q2 | $52.6M | Sell |
338,132
-10,714
| -3% | -$1.59M | 0.04% | 424 |
|
|
2023
Q1 | $51.2M | Sell |
348,846
-3,391
| -1% | -$495K | 0.04% | 406 |
|
|
2022
Q4 | $49.3M | Buy |
352,237
+18,688
| +6% | +$2.58M | 0.04% | 401 |
|
|
2022
Q3 | $41.4M | Buy |
333,549
+11,925
| +4% | +$1.63M | 0.04% | 398 |
|
|
2022
Q2 | $42.7M | Buy |
321,624
+33,135
| +11% | +$4.73M | 0.04% | 382 |
|
|
2022
Q1 | $43.5M | Buy |
288,489
+20,110
| +7% | +$2.99M | 0.04% | 388 |
|
|
2021
Q4 | $40.6M | Buy |
268,379
+20,943
| +8% | +$3.08M | 0.03% | 414 |
|
|
2021
Q3 | $34.8M | Buy |
247,436
+14,566
| +6% | +$2.1M | 0.03% | 422 |
|
|
2021
Q2 | $33.2M | Buy |
232,870
+31,448
| +16% | +$4.48M | 0.03% | 421 |
|
|
2021
Q1 | $27.5M | Buy |
201,422
+6,928
| +4% | +$902K | 0.03% | 433 |
|
|
2020
Q4 | $24.1M | Buy |
194,494
+7,698
| +4% | +$901K | 0.03% | 410 |
|
|
2020
Q3 | $20.3M | Sell |
186,796
-1,677
| -0.9% | -$183K | 0.03% | 395 |
|
|
2020
Q2 | $19.7M | Sell |
188,473
-55,529
| -23% | -$5.71M | 0.03% | 376 |
|
|
2020
Q1 | $22.8M | Sell |
244,002
-17,376
| -7% | -$1.99M | 0.05% | 293 |
|
|
2019
Q4 | $32.8M | Buy |
261,378
+3,021
| +1% | +$363K | 0.06% | 256 |
|
|
2019
Q3 | $29.7M | Buy |
258,357
+181
| +0.1% | +$20.5K | 0.06% | 257 |
|
|
2019
Q2 | $29M | Sell |
258,176
-27,046
| -9% | -$2.99M | 0.06% | 257 |
|
|
2019
Q1 | $31M | Sell |
285,222
-9,468
| -3% | -$1M | 0.07% | 236 |
|
|
2018
Q4 | $28.8M | Buy |
294,690
+8,518
| +3% | +$898K | 0.08% | 223 |
|
|
2018
Q3 | $32M | Buy |
286,172
+1,510
| +0.5% | +$167K | 0.08% | 220 |
|
|
2018
Q2 | $30.2M | Sell |
284,662
-2,767
| -1% | -$295K | 0.08% | 207 |
|
|
2018
Q1 | $30.3M | Sell |
287,429
-252,346
| -47% | -$27.8M | 0.08% | 206 |
|
|
2017
Q4 | $59.4M | Sell |
539,775
-32,824
| -6% | -$3.5M | 0.18% | 105 |
|
|
2017
Q3 | $59.5M | Sell |
572,599
-146,178
| -20% | -$14.9M | 0.21% | 92 |
|
|
2017
Q2 | $72.7M | Buy |
718,777
+48,051
| +7% | +$4.83M | 0.28% | 76 |
|
|
2017
Q1 | $67.1M | Buy |
670,726
+137,284
| +26% | +$13.7M | 0.46% | 35 |
|
|
2016
Q4 | $52.5M | Buy |
533,442
+78,880
| +17% | +$7.41M | 0.4% | 39 |
|
|
2016
Q3 | $41.2M | Buy |
454,562
+89,871
| +25% | +$8.24M | 0.39% | 46 |
|
|
2016
Q2 | $32.5M | Buy |
364,691
+139,123
| +62% | +$12.3M | 0.27% | 67 |
|
|
2016
Q1 | $19.3M | Buy |
225,568
+168,850
| +298% | +$13.9M | 0.05% | 280 |
|
|
2015
Q4 | $4.79M | Buy |
56,718
+31,702
| +127% | +$2.73M | 0.01% | 734 |
|
|
2015
Q3 | $2.1M | Buy |
25,016
+6,018
| +32% | +$518K | 0.01% | 815 |
|
|
2015
Q2 | $1.69M | Buy |
18,998
+4,068
| +27% | +$369K | 0.01% | 1009 |
|
|
2015
Q1 | $1.32M | Buy |
14,930
+1,630
| +12% | +$146K | 0.01% | 1162 |
|
|
2014
Q4 | $1.2M | Buy |
13,300
+1,504
| +13% | +$132K | 0.01% | 1185 |
|
|
2014
Q3 | $1.01M | Buy |
11,796
+614
| +5% | +$53.6K | 0.01% | 1263 |
|
|
2014
Q2 | $971K | Buy |
11,182
+946
| +9% | +$80.3K | 0.01% | 1344 |
|
|
2014
Q1 | $854K | Buy |
10,236
+857
| +9% | +$69.5K | 0.01% | 1364 |
|
|
2013
Q4 | $769K | Sell |
9,379
-468
| -5% | -$37K | ﹤0.01% | 1429 |
|
|
2013
Q3 | $754K | Buy |
9,847
+139
| +1% | +$10.5K | 0.01% | 1360 |
|
|
2013
Q2 | $710K | Buy |
+9,708
| New | +$706K | 0.01% | 1328 |
|
Other funds holding VOOV
SWM
LPL Financial's VOOV Position: Q1 2026 in Review
LPL Financial increased its Vanguard S&P 500 Value ETF (VOOV) stake by 0.11% in Q1 2026, buying an estimated $134K and bringing the position to 592,977 shares worth $121M. The position accounts for 0.03% of the portfolio, ranked #508.
LPL Financial first reported a position in VOOV in Q2 2013 and has held it in 52 quarters since. The position peaked at $121M in Q4 2025. 435 funds tracked by Wall St. Rank hold VOOV as of Q1 2026.
- LPL Financial held 592,977 shares of Vanguard S&P 500 Value ETF worth $121M as of Q1 2026.
- LPL Financial bought 639 Vanguard S&P 500 Value ETF shares in Q1 2026, an estimated $134K.
- Vanguard S&P 500 Value ETF made up 0.03% of LPL Financial's portfolio in Q1 2026, its #508 holding.
- LPL Financial first reported a position in Vanguard S&P 500 Value ETF in Q2 2013 and has held it in 52 quarters since.
- LPL Financial's Vanguard S&P 500 Value ETF position peaked at $121M in Q4 2025.
- 435 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q1 2026.
Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.