LPL Financial
VOOV icon

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

LPL Financial’s Portfolio VOOV Stock Details VOOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$489K Hold
2,400
– – ﹤0.01% 4770
2025
Q4 		$492K Sell
2,400
-200
-8% -$40.5K ﹤0.01% 4732
2025
Q3 		$519K Buy
+2,600
New +$505K ﹤0.01% 4590

Other funds holding VOOV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $422M AUM 16.59% 1-Year Est. Return

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.