Vanguard Global Advisers
LPLA icon

Vanguard Global Advisers’s LPL Financial LPLA Stock Holding History

Vanguard Global Advisers’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 		$10.9M Sell
38,530
-1,166
-3% -$350K 0.01% 620
2026
Q1 		$11.9M Buy
+39,696
New +$13.3M 0.01% 595

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 Global Advisers's LPLA Position: Q2 2026 in Review

Vanguard Global Advisers reduced its LPL Financial (LPLA) stake by 2.9% in Q2 2026, selling an estimated $350K and leaving 38,530 shares worth $10.9M. The position accounts for 0.01% of the portfolio, ranked #620.

Vanguard Global Advisers first reported a position in LPLA in Q1 2026 and has held it in 2 quarters since. The position peaked at $11.9M in Q1 2026. 753 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Vanguard Global Advisers held 38,530 shares of LPL Financial worth $10.9M as of Q2 2026.
  • Vanguard Global Advisers sold 1,166 LPL Financial shares in Q2 2026, an estimated $350K.
  • LPL Financial made up 0.01% of Vanguard Global Advisers's portfolio in Q2 2026, its #620 holding.
  • Vanguard Global Advisers first reported a position in LPL Financial in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Global Advisers's LPL Financial position peaked at $11.9M in Q1 2026.
  • 753 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Vanguard Global Advisers's 13F filing for Q2 2026, filed 13 Aug 2026.