Vanguard Group
LPLA icon

Vanguard Group’s LPL Financial LPLA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.99B Buy
7,986,766
+613,909
+8% +$230M 0.05% 366
2025
Q1
$2.41B Buy
7,372,857
+154,200
+2% +$50.4M 0.04% 402
2024
Q4
$2.36B Sell
7,218,657
-60,937
-0.8% -$19.9M 0.04% 417
2024
Q3
$1.69B Buy
7,279,594
+91,726
+1% +$21.3M 0.03% 511
2024
Q2
$2.01B Buy
7,187,868
+140,922
+2% +$39.4M 0.04% 432
2024
Q1
$1.86B Sell
7,046,946
-94,103
-1% -$24.9M 0.04% 466
2023
Q4
$1.63B Buy
7,141,049
+48,439
+0.7% +$11M 0.04% 486
2023
Q3
$1.69B Sell
7,092,610
-327,529
-4% -$77.8M 0.04% 442
2023
Q2
$1.61B Sell
7,420,139
-517,889
-7% -$113M 0.04% 464
2023
Q1
$1.61B Buy
7,938,028
+369,589
+5% +$74.8M 0.04% 453
2022
Q4
$1.64B Buy
7,568,439
+447,420
+6% +$96.7M 0.04% 433
2022
Q3
$1.56B Buy
7,121,019
+104,104
+1% +$22.7M 0.05% 421
2022
Q2
$1.29B Buy
7,016,915
+5,550
+0.1% +$1.02M 0.04% 498
2022
Q1
$1.28B Buy
7,011,365
+93,283
+1% +$17M 0.03% 551
2021
Q4
$1.11B Buy
6,918,082
+14,619
+0.2% +$2.34M 0.03% 621
2021
Q3
$1.08B Sell
6,903,463
-195,031
-3% -$30.6M 0.03% 609
2021
Q2
$958M Sell
7,098,494
-608,985
-8% -$82.2M 0.02% 677
2021
Q1
$1.1B Buy
7,707,479
+12,969
+0.2% +$1.84M 0.03% 590
2020
Q4
$802M Sell
7,694,510
-608,157
-7% -$63.4M 0.02% 666
2020
Q3
$637M Sell
8,302,667
-744,023
-8% -$57M 0.02% 677
2020
Q2
$709M Sell
9,046,690
-533,979
-6% -$41.9M 0.03% 609
2020
Q1
$521M Buy
9,580,669
+172,319
+2% +$9.38M 0.02% 650
2019
Q4
$868M Buy
9,408,350
+12,024
+0.1% +$1.11M 0.03% 588
2019
Q3
$770M Sell
9,396,326
-188,671
-2% -$15.5M 0.03% 606
2019
Q2
$782M Sell
9,584,997
-309,318
-3% -$25.2M 0.03% 609
2019
Q1
$689M Sell
9,894,315
-105,685
-1% -$7.36M 0.03% 637
2018
Q4
$611M Buy
10,000,000
+210,955
+2% +$12.9M 0.03% 621
2018
Q3
$631M Buy
9,789,045
+243,618
+3% +$15.7M 0.02% 682
2018
Q2
$626M Buy
9,545,427
+88,658
+0.9% +$5.81M 0.03% 666
2018
Q1
$578M Buy
9,456,769
+41,088
+0.4% +$2.51M 0.03% 681
2017
Q4
$538M Buy
9,415,681
+139,832
+2% +$7.99M 0.02% 717
2017
Q3
$478M Buy
9,275,849
+496,339
+6% +$25.6M 0.02% 744
2017
Q2
$373M Buy
8,779,510
+827,372
+10% +$35.1M 0.02% 843
2017
Q1
$317M Buy
7,952,138
+1,136,785
+17% +$45.3M 0.02% 920
2016
Q4
$240M Buy
6,815,353
+1,032,840
+18% +$36.4M 0.01% 1054
2016
Q3
$173M Buy
5,782,513
+405,827
+8% +$12.1M 0.01% 1213
2016
Q2
$121M Sell
5,376,686
-131,421
-2% -$2.96M 0.01% 1380
2016
Q1
$137M Buy
5,508,107
+156,531
+3% +$3.88M 0.01% 1257
2015
Q4
$228M Buy
5,351,576
+126,984
+2% +$5.42M 0.02% 925
2015
Q3
$208M Buy
5,224,592
+45,603
+0.9% +$1.81M 0.02% 979
2015
Q2
$241M Buy
5,178,989
+103,684
+2% +$4.82M 0.02% 944
2015
Q1
$223M Buy
5,075,305
+222,062
+5% +$9.74M 0.02% 978
2014
Q4
$216M Buy
4,853,243
+88,553
+2% +$3.95M 0.02% 923
2014
Q3
$219M Buy
4,764,690
+114,887
+2% +$5.29M 0.02% 881
2014
Q2
$231M Buy
4,649,803
+88,032
+2% +$4.38M 0.02% 887
2014
Q1
$240M Sell
4,561,771
-331,899
-7% -$17.4M 0.02% 845
2013
Q4
$230M Buy
4,893,670
+696,522
+17% +$32.8M 0.02% 828
2013
Q3
$161M Buy
4,197,148
+1,048,816
+33% +$40.2M 0.02% 959
2013
Q2
$119M Buy
+3,148,332
New +$119M 0.01% 1052