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 		$612K Buy
+8,400
New +$653K ﹤0.01% 4578

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.