Vanguard Portfolio Management
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Vanguard Portfolio Management’s LPL Financial LPLA Stock Holding History

Vanguard Portfolio 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 		$1.08B Sell
3,832,005
-19,973
-0.5% -$5.99M 0.05% 420
2026
Q1 		$1.16B Buy
+3,851,978
New +$1.29B 0.06% 371

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 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Vanguard Portfolio Management's LPLA Position: Q2 2026 in Review

Vanguard Portfolio Management reduced its LPL Financial (LPLA) stake by 0.52% in Q2 2026, selling an estimated $5.99M and leaving 3,832,005 shares worth $1.08B. The position accounts for 0.05% of the portfolio, ranked #420.

Vanguard Portfolio Management first reported a position in LPLA in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.16B in Q1 2026. 719 funds tracked by Wall St. Rank hold LPLA as of Q2 2026.

  • Vanguard Portfolio Management held 3,832,005 shares of LPL Financial worth $1.08B as of Q2 2026.
  • Vanguard Portfolio Management sold 19,973 LPL Financial shares in Q2 2026, an estimated $5.99M.
  • LPL Financial made up 0.05% of Vanguard Portfolio Management's portfolio in Q2 2026, its #420 holding.
  • Vanguard Portfolio Management first reported a position in LPL Financial in Q1 2026 and has held it in 2 quarters since.
  • Vanguard Portfolio Management's LPL Financial position peaked at $1.16B in Q1 2026.
  • 719 funds tracked by Wall St. Rank held LPL Financial as of Q2 2026.

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