LPL Financial
VTI icon

LPL Financial’s Vanguard Morningstar 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 $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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.