LPL Financial’s Vanguard Total Stock Market ETF VTI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.31B Sell
10,325,305
-3,754,475
-27% -$1.26B 0.88% 13
2025
Q4
$4.72B Buy
14,079,780
+277,939
+2% +$92.5M 1.29% 7
2025
Q3
$4.53B Buy
13,801,841
+284,643
+2% +$89.9M 1.32% 7
2025
Q2
$4.11B Buy
13,517,198
+520,478
+4% +$146M 1.37% 7
2025
Q1
$3.57B Buy
12,996,720
+90,381
+0.7% +$26.3M 1.39% 5
2024
Q4
$3.74B Sell
12,906,339
-88,438
-0.7% -$25.8M 1.52% 5
2024
Q3
$3.68B Buy
12,994,777
+242,536
+2% +$66.2M 1.64% 5
2024
Q2
$3.41B Buy
12,752,241
+243,976
+2% +$63.1M 1.7% 5
2024
Q1
$3.25B Sell
12,508,265
-1,533,960
-11% -$380M 1.75% 4
2023
Q4
$3.33B Buy
14,042,225
+540,099
+4% +$119M 2.02% 4
2023
Q3
$2.87B Buy
13,502,126
+300,304
+2% +$66.5M 2.01% 3
2023
Q2
$2.91B Buy
13,201,822
+177,471
+1% +$37M 2.08% 3
2023
Q1
$2.66B Sell
13,024,351
-271,038
-2% -$54.3M 2.07% 2
2022
Q4
$2.54B Buy
13,295,389
+374,098
+3% +$72.1M 2.18% 2
2022
Q3
$2.32B Buy
12,921,291
+54,149
+0.4% +$10.8M 2.24% 2
2022
Q2
$2.43B Buy
12,867,142
+134,173
+1% +$27.6M 2.31% 2
2022
Q1
$2.9B Buy
12,732,969
+3,368,171
+36% +$757M 2.49% 2
2021
Q4
$2.26B Sell
9,364,798
-200,552
-2% -$47.3M 1.9% 6
2021
Q3
$2.12B Buy
9,565,350
+161,860
+2% +$36.9M 1.99% 5
2021
Q2
$2.1B Buy
9,403,490
+179,293
+2% +$38.9M 2.12% 3
2021
Q1
$1.91B Buy
9,224,197
+512,564
+6% +$104M 2.19% 3
2020
Q4
$1.7B Sell
8,711,633
-501,888
-5% -$91.7M 2.2% 4
2020
Q3
$1.57B Sell
9,213,521
-695,884
-7% -$117M 2.45% 3
2020
Q2
$1.55B Sell
9,909,405
-367,180
-4% -$54.1M 2.7% 2
2020
Q1
$1.32B Sell
10,276,585
-12,952
-0.1% -$2M 2.85% 2
2019
Q4
$1.68B Sell
10,289,537
-259,600
-2% -$40.7M 3.06% 1
2019
Q3
$1.59B Sell
10,549,137
-3,825,258
-27% -$577M 3.24% 1
2019
Q2
$2.16B Buy
14,374,395
+392,164
+3% +$57.8M 4.6% 1
2019
Q1
$2.02B Sell
13,982,231
-207,899
-1% -$29M 4.6% 1
2018
Q4
$1.81B Buy
14,190,130
+417,632
+3% +$57.7M 4.82% 1
2018
Q3
$2.06B Buy
13,772,498
+411,652
+3% +$60.6M 4.94% 1
2018
Q2
$1.88B Sell
13,360,846
-223,037
-2% -$31.1M 4.93% 1
2018
Q1
$1.84B Buy
13,583,883
+653,453
+5% +$91.6M 5.08% 1
2017
Q4
$1.77B Buy
12,930,430
+809,375
+7% +$108M 5.4% 1
2017
Q3
$1.57B Buy
12,121,055
+579,348
+5% +$73.4M 5.55% 1
2017
Q2
$1.44B Buy
11,541,707
+1,822,086
+19% +$225M 5.44% 1
2017
Q1
$1.18B Sell
9,719,621
-105,383
-1% -$12.6M 8.01% 1
2016
Q4
$1.14B Buy
+9,825,004
New +$1.11B 8.68% 1
2016
Q3
Sell
-8,674,930
Closed -$930M 2740
2016
Q2
$930M Sell
8,674,930
-8,286,441
-49% -$878M 7.85% 1
2016
Q1
$1.76B Buy
16,961,371
+1,015,890
+6% +$101M 4.91% 1
2015
Q4
$1.64B Buy
15,945,481
+8,585,256
+117% +$904M 4.55% 1
2015
Q3
$752M Sell
7,360,225
-119,629
-2% -$12.6M 4.14% 1
2015
Q2
$803M Sell
7,479,854
-627,134
-8% -$68.4M 4.07% 1
2015
Q1
$868M Buy
8,106,988
+459,964
+6% +$49.1M 4.43% 1
2014
Q4
$811M Buy
7,647,024
+632,593
+9% +$65.5M 4.44% 2
2014
Q3
$701M Buy
7,014,431
+487,128
+7% +$49.8M 4.18% 1
2014
Q2
$664M Buy
6,527,303
+20,891
+0.3% +$2.06M 3.87% 2
2014
Q1
$634M Buy
6,506,412
+366,794
+6% +$35.1M 3.9% 1
2013
Q4
$589M Buy
6,139,618
+158,452
+3% +$14.6M 3.68% 2
2013
Q3
$533M Buy
5,981,166
+277,572
+5% +$24.1M 3.55% 2
2013
Q2
$472M Buy
+5,703,594
New +$473M 3.39% 2

Other funds holding VTI

LPL Financial's VTI Position: Q1 2026 in Review

LPL Financial reduced its Vanguard Total Stock Market ETF (VTI) stake by 27% in Q1 2026, selling an estimated $1.26B and leaving 10,325,305 shares worth $3.31B. The position accounts for 0.88% of the portfolio, ranked #13.

LPL Financial first reported a position in VTI in Q2 2013 and has held it in 51 quarters since. The position peaked at $4.72B in Q4 2025. 3,552 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

  • LPL Financial held 10,325,305 shares of Vanguard Total Stock Market ETF worth $3.31B as of Q1 2026.
  • LPL Financial sold 3,754,475 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $1.26B.
  • Vanguard Total Stock Market ETF made up 0.88% of LPL Financial's portfolio in Q1 2026, its #13 holding.
  • LPL Financial first reported a position in Vanguard Total Stock Market ETF in Q2 2013 and has held it in 51 quarters since.
  • LPL Financial's Vanguard Total Stock Market ETF position peaked at $4.72B in Q4 2025.
  • 3,552 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.