LPL Financial
VTI icon

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

LPL Financial’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-700
Closed -$213K – 5998
2025
Q2 		$213K Buy
+700
New +$197K ﹤0.01% 5046
2023
Q2 		– Sell
-1,000
Closed -$204K – 4698
2023
Q1 		$204K Buy
+1,000
New +$200K ﹤0.01% 4027

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $49.2B AUM
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
VAI
Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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.