Vanguard National Trust
LPLA icon

Vanguard National Trust’s LPL Financial LPLA Stock Holding History

Vanguard National 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 		$2.82K Hold
10
– – ﹤0.01% 699
2026
Q1 		$3.01K Buy
+10
New +$3.35K ﹤0.01% 640

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Vanguard National Trust held its LPL Financial (LPLA) position steady in Q2 2026 at 10 shares worth $2.82K. The position accounts for ﹤0.01% of the portfolio, ranked #699.

Vanguard National Trust first reported a position in LPLA in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.01K in Q1 2026. 760 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Vanguard National Trust held 10 shares of LPL Financial worth $2.82K as of Q2 2026.
  • Vanguard National Trust left its LPL Financial share count unchanged in Q2 2026.
  • LPL Financial made up ﹤0.01% of Vanguard National Trust's portfolio in Q2 2026, its #699 holding.
  • Vanguard National Trust first reported a position in LPL Financial in Q1 2026 and has held it in 2 quarters since.
  • Vanguard National Trust's LPL Financial position peaked at $3.01K in Q1 2026.
  • 760 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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