Vanguard Fiduciary Trust
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Vanguard Fiduciary Trust’s LPL Financial LPLA Stock Holding History

Vanguard Fiduciary Trust’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
2026
Q2 		$144M Buy
510,067
+1,773
+0.3% +$532K 0.03% 429
2026
Q1 		$153M Buy
+508,294
New +$171M 0.04% 381

Other funds holding LPLA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Fiduciary Trust's LPLA Position: Q2 2026 in Review

Vanguard Fiduciary Trust increased its LPL Financial (LPLA) stake by 0.35% in Q2 2026, buying an estimated $532K and bringing the position to 510,067 shares worth $144M. The position accounts for 0.03% of the portfolio, ranked #429.

Vanguard Fiduciary Trust first reported a position in LPLA in Q1 2026 and has held it in 2 quarters since. The position peaked at $153M in Q1 2026. 759 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Vanguard Fiduciary Trust held 510,067 shares of LPL Financial worth $144M as of Q2 2026.
  • Vanguard Fiduciary Trust bought 1,773 LPL Financial shares in Q2 2026, an estimated $532K.
  • LPL Financial made up 0.03% of Vanguard Fiduciary Trust's portfolio in Q2 2026, its #429 holding.
  • Vanguard Fiduciary Trust first reported a position in LPL Financial in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Fiduciary Trust's LPL Financial position peaked at $153M in Q1 2026.
  • 759 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Vanguard Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.