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Trust Company of Vermont’s LPL Financial LPLA Stock Holding History

Trust Company of Vermont’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5
Closed -$1.64K – 1122
2025
Q1 		$1.64K Hold
5
– – ﹤0.01% 951
2024
Q4 		$1.63K Hold
5
– – ﹤0.01% 973
2024
Q3 		$1.16K Sell
5
-38
-88% -$8.56K ﹤0.01% 983
2024
Q2 		$12K Buy
+43
New +$11.7K ﹤0.01% 675
2023
Q4 		– Sell
-54
Closed -$12.8K – 860
2023
Q3 		$12.8K Buy
+54
New +$12.5K ﹤0.01% 619
2022
Q4 		– Sell
-33
Closed -$7K – 939
2022
Q3 		$7K Buy
+33
New +$7.02K ﹤0.01% 785

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Trust Company of Vermont's LPLA Position: Q2 2025 in Review

Trust Company of Vermont sold out of LPL Financial (LPLA) in Q2 2025, closing a stake of 5 shares — an estimated $1.64K sold.

Trust Company of Vermont first reported a position in LPLA in Q3 2022 and held it in 6 quarters. The position peaked at $12.8K in Q3 2023. 801 funds tracked by Wall St. Rank hold LPLA as of Q2 2025.

  • Trust Company of Vermont reported no remaining LPL Financial position as of Q2 2025 after selling out during the quarter.
  • Trust Company of Vermont sold 5 LPL Financial shares in Q2 2025, an estimated $1.64K.
  • Trust Company of Vermont first reported a position in LPL Financial in Q3 2022 and held it in 6 quarters.
  • Trust Company of Vermont's LPL Financial position peaked at $12.8K in Q3 2023.
  • 801 funds tracked by Wall St. Rank held LPL Financial as of Q2 2025.

Based on Trust Company of Vermont's 13F filing for Q2 2025, filed 18 Jul 2025.