LPL Financial
VUG icon

LPL Financial’s Vanguard Growth ETF VUG Stock Holding History

LPL Financial’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.36B Sell
32,374,992
-570,396
-2% -$44.4M 0.63% 24
2025
Q4 		$2.68B Buy
32,945,388
+144,876
+0.4% +$11.8M 0.73% 21
2025
Q3 		$2.62B Buy
32,800,512
+785,730
+2% +$60M 0.76% 15
2025
Q2 		$2.34B Buy
32,014,782
+2,229,570
+7% +$147M 0.78% 18
2025
Q1 		$1.84B Sell
29,785,212
-986,472
-3% -$66.5M 0.72% 19
2024
Q4 		$2.1B Buy
30,771,684
+854,076
+3% +$57.4M 0.86% 18
2024
Q3 		$1.91B Buy
29,917,608
+277,026
+0.9% +$17.2M 0.85% 18
2024
Q2 		$1.85B Buy
29,640,582
+1,269,450
+4% +$74M 0.92% 17
2024
Q1 		$1.63B Buy
28,371,132
+694,494
+3% +$38.2M 0.87% 18
2023
Q4 		$1.43B Buy
27,676,638
+778,992
+3% +$37.6M 0.87% 17
2023
Q3 		$1.22B Buy
26,897,646
+903,384
+3% +$42.7M 0.85% 15
2023
Q2 		$1.23B Buy
25,994,262
+1,069,266
+4% +$46.4M 0.88% 15
2023
Q1 		$1.04B Sell
24,924,996
-1,739,394
-7% -$67.6M 0.81% 19
2022
Q4 		$947M Buy
26,664,390
+327,660
+1% +$12.1M 0.81% 18
2022
Q3 		$939M Buy
26,336,730
+909,384
+4% +$36.6M 0.91% 14
2022
Q2 		$945M Buy
25,427,346
+1,311,852
+5% +$53.9M 0.9% 16
2022
Q1 		$1.16B Buy
24,115,494
+517,284
+2% +$24.5M 0.99% 16
2021
Q4 		$1.26B Buy
23,598,210
+476,502
+2% +$24.8M 1.06% 16
2021
Q3 		$1.12B Buy
23,121,708
+1,634,352
+8% +$81.3M 1.05% 16
2021
Q2 		$1.03B Buy
21,487,356
+516,834
+2% +$23.5M 1.04% 16
2021
Q1 		$898M Buy
20,970,522
+1,142,052
+6% +$48.9M 1.03% 15
2020
Q4 		$837M Buy
19,828,470
+999,948
+5% +$39.9M 1.08% 15
2020
Q3 		$714M Sell
18,828,522
-413,358
-2% -$15.3M 1.12% 14
2020
Q2 		$648M Buy
19,241,880
+318,390
+2% +$9.79M 1.13% 14
2020
Q1 		$494M Buy
18,923,490
+841,026
+5% +$25.2M 1.06% 16
2019
Q4 		$549M Buy
18,082,464
+542,904
+3% +$15.7M 1% 18
2019
Q3 		$486M Buy
17,539,560
+418,662
+2% +$11.6M 0.99% 18
2019
Q2 		$466M Sell
17,120,898
-267,996
-2% -$7.16M 0.99% 17
2019
Q1 		$453M Buy
17,388,894
+68,244
+0.4% +$1.68M 1.03% 16
2018
Q4 		$388M Sell
17,320,650
-445,188
-3% -$10.8M 1.03% 16
2018
Q3 		$477M Buy
17,765,838
+870,144
+5% +$22.8M 1.14% 14
2018
Q2 		$422M Buy
16,895,694
+268,032
+2% +$6.57M 1.11% 15
2018
Q1 		$393M Buy
16,627,662
+4,676,682
+39% +$114M 1.08% 14
2017
Q4 		$280M Buy
11,950,980
+3,321,798
+38% +$76.2M 0.85% 19
2017
Q3 		$191M Buy
8,629,182
+121,428
+1% +$2.64M 0.67% 23
2017
Q2 		$180M Buy
8,507,754
+8,312,514
+4,258% +$174M 0.68% 24
2017
Q1 		$3.96M Sell
195,240
-126,738
-39% -$2.5M 0.03% 509
2016
Q4 		$6.02M Buy
321,978
+131,394
+69% +$2.43M 0.05% 344
2016
Q3 		$3.55M Buy
190,584
+1,074
+0.6% +$20K 0.03% 508
2016
Q2 		$3.4M Sell
189,510
-12,359,622
-98% -$220M 0.03% 512
2016
Q1 		$222M Sell
12,549,132
-4,920,948
-28% -$82.5M 0.62% 30
2015
Q4 		$305M Buy
17,470,080
+11,018,040
+171% +$197M 0.84% 18
2015
Q3 		$112M Sell
6,452,040
-673,968
-9% -$11.9M 0.61% 27
2015
Q2 		$128M Buy
7,126,008
+1,071,084
+18% +$19.5M 0.65% 26
2015
Q1 		$108M Buy
6,054,924
+170,790
+3% +$3.03M 0.55% 29
2014
Q4 		$102M Buy
5,884,134
+495,864
+9% +$8.43M 0.56% 29
2014
Q3 		$88.2M Sell
5,388,270
-184,548
-3% -$3.07M 0.53% 31
2014
Q2 		$91.9M Sell
5,572,818
-309,906
-5% -$4.91M 0.54% 34
2014
Q1 		$91.7M Sell
5,882,724
-66,066
-1% -$1.03M 0.56% 30
2013
Q4 		$92.3M Buy
5,948,790
+373,008
+7% +$5.51M 0.58% 29
2013
Q3 		$79.7M Buy
5,575,782
+52,368
+0.9% +$722K 0.53% 34
2013
Q2 		$71.9M Buy
+5,523,414
New +$72.9M 0.52% 39

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

LPL Financial's VUG Position: Q1 2026 in Review

LPL Financial reduced its Vanguard Growth ETF (VUG) stake by 1.7% in Q1 2026, selling an estimated $44.4M and leaving 32,374,992 shares worth $2.36B. The position accounts for 0.63% of the portfolio, ranked #24.

LPL Financial first reported a position in VUG in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.68B in Q4 2025. 2,720 funds tracked by Wall St. Rank hold VUG as of Q1 2026.

  • LPL Financial held 32,374,992 shares of Vanguard Growth ETF worth $2.36B as of Q1 2026.
  • LPL Financial sold 570,396 Vanguard Growth ETF shares in Q1 2026, an estimated $44.4M.
  • Vanguard Growth ETF made up 0.63% of LPL Financial's portfolio in Q1 2026, its #24 holding.
  • LPL Financial first reported a position in Vanguard Growth ETF in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Vanguard Growth ETF position peaked at $2.68B in Q4 2025.
  • 2,720 funds tracked by Wall St. Rank held Vanguard Growth ETF as of Q1 2026.

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