LPL Financial’s Vanguard Morningstar 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
Q2 | $3.81B | Sell |
10,308,028
-17,277
| -0.2% | -$6.18M | 0.86% | 14 |
|
|
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
RIM
WI
HWM
LPL Financial's VTI Position: Q2 2026 in Review
LPL Financial reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 0.17% in Q2 2026, selling an estimated $6.18M and leaving 10,308,028 shares worth $3.81B. The position accounts for 0.86% of the portfolio, ranked #14.
LPL Financial first reported a position in VTI in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.72B in Q4 2025. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.
- LPL Financial held 10,308,028 shares of Vanguard Morningstar Total Stock Market ETF worth $3.81B as of Q2 2026.
- LPL Financial sold 17,277 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $6.18M.
- Vanguard Morningstar Total Stock Market ETF made up 0.86% of LPL Financial's portfolio in Q2 2026, its #14 holding.
- LPL Financial first reported a position in Vanguard Morningstar Total Stock Market ETF in Q2 2013 and has held it in 52 quarters since.
- LPL Financial's Vanguard Morningstar Total Stock Market ETF position peaked at $4.72B in Q4 2025.
- 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.