LPL Financial
VV icon

LPL Financial’s Vanguard Large-Cap ETF VV Stock Holding History

LPL Financial’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$223M Sell
745,929
-17,925
-2% -$5.61M 0.06% 310
2025
Q4 		$240M Sell
763,854
-22,386
-3% -$6.99M 0.07% 283
2025
Q3 		$242M Sell
786,240
-20,525
-3% -$6.08M 0.07% 269
2025
Q2 		$230M Buy
806,765
+6,904
+0.9% +$1.82M 0.08% 255
2025
Q1 		$206M Buy
799,861
+20,638
+3% +$5.59M 0.08% 240
2024
Q4 		$210M Buy
779,223
+5,396
+0.7% +$1.46M 0.09% 207
2024
Q3 		$204M Sell
773,827
-1,947
-0.3% -$494K 0.09% 195
2024
Q2 		$194M Buy
775,774
+86,462
+13% +$20.8M 0.1% 185
2024
Q1 		$165M Buy
689,312
+18,258
+3% +$4.18M 0.09% 201
2023
Q4 		$146M Buy
671,054
+47,363
+8% +$9.68M 0.09% 198
2023
Q3 		$122M Buy
623,691
+33,095
+6% +$6.74M 0.09% 209
2023
Q2 		$120M Sell
590,596
-16,400
-3% -$3.14M 0.09% 214
2023
Q1 		$113M Sell
606,996
-2,179
-0.4% -$397K 0.09% 208
2022
Q4 		$106M Buy
609,175
+20,298
+3% +$3.56M 0.09% 206
2022
Q3 		$96.3M Buy
588,877
+16,037
+3% +$2.92M 0.09% 197
2022
Q2 		$98.7M Buy
572,840
+6,167
+1% +$1.16M 0.09% 205
2022
Q1 		$118M Buy
566,673
+17,423
+3% +$3.58M 0.1% 186
2021
Q4 		$121M Buy
549,250
+24,461
+5% +$5.25M 0.1% 183
2021
Q3 		$105M Buy
524,789
+35,433
+7% +$7.32M 0.1% 191
2021
Q2 		$98.2M Buy
489,356
+39,250
+9% +$7.66M 0.1% 194
2021
Q1 		$83.4M Buy
450,106
+8,287
+2% +$1.5M 0.1% 199
2020
Q4 		$77.6M Buy
441,819
+35,690
+9% +$5.93M 0.1% 192
2020
Q3 		$63.5M Buy
406,129
+11,120
+3% +$1.71M 0.1% 191
2020
Q2 		$56.5M Sell
395,009
-351
-0.1% -$47.5K 0.1% 191
2020
Q1 		$46.8M Sell
395,360
-17,014
-4% -$2.39M 0.1% 177
2019
Q4 		$61M Sell
412,374
-5,588
-1% -$791K 0.11% 171
2019
Q3 		$57M Buy
417,962
+8,640
+2% +$1.17M 0.12% 163
2019
Q2 		$55.1M Buy
409,322
+7,995
+2% +$1.06M 0.12% 164
2019
Q1 		$52.1M Buy
401,327
+10,700
+3% +$1.34M 0.12% 161
2018
Q4 		$44.9M Buy
390,627
+7,010
+2% +$868K 0.12% 154
2018
Q3 		$51.2M Buy
383,617
+11,077
+3% +$1.45M 0.12% 148
2018
Q2 		$46.5M Sell
372,540
-13,115
-3% -$1.63M 0.12% 147
2018
Q1 		$46.7M Buy
385,655
+12,725
+3% +$1.6M 0.13% 141
2017
Q4 		$45.7M Buy
372,930
+26,657
+8% +$3.19M 0.14% 134
2017
Q3 		$40M Sell
346,273
-21,904
-6% -$2.48M 0.14% 138
2017
Q2 		$40.9M Buy
368,177
+324,388
+741% +$35.7M 0.15% 127
2017
Q1 		$4.73M Buy
43,789
+2,878
+7% +$307K 0.03% 443
2016
Q4 		$4.2M Sell
40,911
-253
-0.6% -$25.3K 0.03% 472
2016
Q3 		$4.07M Sell
41,164
-1,150
-3% -$114K 0.04% 458
2016
Q2 		$4.06M Sell
42,314
-583,286
-93% -$55.3M 0.03% 440
2016
Q1 		$58.4M Buy
625,600
+5,656
+0.9% +$504K 0.16% 131
2015
Q4 		$57.3M Buy
619,944
+291,905
+89% +$27.5M 0.16% 126
2015
Q3 		$29.8M Sell
328,039
-29,331
-8% -$2.74M 0.16% 128
2015
Q2 		$34M Sell
357,370
-16,746
-4% -$1.62M 0.17% 123
2015
Q1 		$35.5M Sell
374,116
-108,379
-22% -$10.3M 0.18% 110
2014
Q4 		$45.5M Sell
482,495
-63,213
-12% -$5.83M 0.25% 77
2014
Q3 		$48.7M Sell
545,708
-7,011
-1% -$637K 0.29% 68
2014
Q2 		$49.8M Buy
552,719
+11,076
+2% +$968K 0.29% 69
2014
Q1 		$46.6M Buy
541,643
+53,318
+11% +$4.5M 0.29% 71
2013
Q4 		$41.4M Buy
488,325
+50,926
+12% +$4.14M 0.26% 74
2013
Q3 		$34.4M Buy
437,399
+85,843
+24% +$6.6M 0.23% 84
2013
Q2 		$25.8M Buy
+351,556
New +$25.9M 0.19% 104

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $13B AUM 17.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VGA
Vanguard Global Advisers Malvern, Pennsylvania $187B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.5B AUM 16.09% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

LPL Financial's VV Position: Q1 2026 in Review

LPL Financial reduced its Vanguard Large-Cap ETF (VV) stake by 2.3% in Q1 2026, selling an estimated $5.61M and leaving 745,929 shares worth $223M. The position accounts for 0.06% of the portfolio, ranked #310.

LPL Financial first reported a position in VV in Q2 2013 and has held it in 52 quarters since. The position peaked at $242M in Q3 2025. 1,308 funds tracked by Wall St. Rank hold VV as of Q1 2026.

  • LPL Financial held 745,929 shares of Vanguard Large-Cap ETF worth $223M as of Q1 2026.
  • LPL Financial sold 17,925 Vanguard Large-Cap ETF shares in Q1 2026, an estimated $5.61M.
  • Vanguard Large-Cap ETF made up 0.06% of LPL Financial's portfolio in Q1 2026, its #310 holding.
  • LPL Financial first reported a position in Vanguard Large-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Vanguard Large-Cap ETF position peaked at $242M in Q3 2025.
  • 1,308 funds tracked by Wall St. Rank held Vanguard Large-Cap ETF as of Q1 2026.

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