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
Q2 		$504K Sell
2,300
-100
-4% -$21.6K ﹤0.01% 5015
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 $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
SWM
Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

LPL Financial's VOOV Position: Q2 2026 in Review

LPL Financial reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 18% in Q2 2026, selling an estimated $22.5M and leaving 488,679 shares worth $107M. The position accounts for 0.02% of the portfolio, ranked #623.

LPL Financial first reported a position in VOOV in Q2 2013 and has held it in 53 quarters since. The position peaked at $121M in Q4 2025. 452 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

  • LPL Financial held 488,679 shares of Vanguard S&P 500 Value ETF worth $107M as of Q2 2026.
  • LPL Financial sold 104,298 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $22.5M.
  • Vanguard S&P 500 Value ETF made up 0.02% of LPL Financial's portfolio in Q2 2026, its #623 holding.
  • LPL Financial first reported a position in Vanguard S&P 500 Value ETF in Q2 2013 and has held it in 53 quarters since.
  • LPL Financial's Vanguard S&P 500 Value ETF position peaked at $121M in Q4 2025.
  • 452 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

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