Vanguard Personalized Indexing Management
LPLA icon

Vanguard Personalized Indexing Management’s LPL Financial LPLA Stock Holding History

Vanguard Personalized Indexing Management’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 		$2.18M Sell
7,740
-614
-7% -$184K 0.02% 612
2026
Q1 		$2.51M Sell
8,354
-829
-9% -$278K 0.02% 525
2025
Q4 		$3.28M Buy
9,183
+277
+3% +$98K 0.03% 431
2025
Q3 		$2.96M Sell
8,906
-257
-3% -$93.2K 0.03% 449
2025
Q2 		$3.44M Buy
9,163
+1,560
+21% +$547K 0.04% 391
2025
Q1 		$2.49M Buy
7,603
+829
+12% +$289K 0.04% 418
2024
Q4 		$2.21M Buy
6,774
+547
+9% +$162K 0.03% 451
2024
Q3 		$1.45M Sell
6,227
-1,648
-21% -$371K 0.02% 600
2024
Q2 		$2.18M Buy
7,875
+74
+0.9% +$20.1K 0.04% 382
2024
Q1 		$2.06M Sell
7,801
-58
-0.7% -$14.6K 0.04% 388
2023
Q4 		$1.79M Sell
7,859
-2,228
-22% -$501K 0.05% 376
2023
Q3 		$2.4M Buy
10,087
+494
+5% +$115K 0.07% 266
2023
Q2 		$2.09M Buy
9,593
+423
+5% +$84.7K 0.06% 302
2023
Q1 		$1.86M Buy
9,170
+740
+9% +$169K 0.06% 315
2022
Q4 		$1.82M Buy
8,430
+328
+4% +$76.7K 0.08% 285
2022
Q3 		$1.77M Buy
8,102
+316
+4% +$67.2K 0.08% 257
2022
Q2 		$1.44M Buy
7,786
+1,578
+25% +$300K 0.07% 299
2022
Q1 		$1.13M Buy
6,208
+2,174
+54% +$379K 0.05% 388
2021
Q4 		$646K Buy
4,034
+470
+13% +$77.6K 0.04% 598
2021
Q3 		$559K Buy
+3,564
New +$512K 0.05% 456

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 Personalized Indexing Management's LPLA Position: Q2 2026 in Review

Vanguard Personalized Indexing Management reduced its LPL Financial (LPLA) stake by 7.3% in Q2 2026, selling an estimated $184K and leaving 7,740 shares worth $2.18M. The position accounts for 0.02% of the portfolio, ranked #612.

Vanguard Personalized Indexing Management first reported a position in LPLA in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.44M in Q2 2025. 766 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Vanguard Personalized Indexing Management held 7,740 shares of LPL Financial worth $2.18M as of Q2 2026.
  • Vanguard Personalized Indexing Management sold 614 LPL Financial shares in Q2 2026, an estimated $184K.
  • LPL Financial made up 0.02% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #612 holding.
  • Vanguard Personalized Indexing Management first reported a position in LPL Financial in Q3 2021 and has held it in 20 quarters since.
  • Vanguard Personalized Indexing Management's LPL Financial position peaked at $3.44M in Q2 2025.
  • 766 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.