Vanguard Personalized Indexing Management, LLC
Position in LPLA — LPL Financial Holdings Inc.
CIK 1767306
OAKLAND, CA
Position in LPLA
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,513,133
-$766,759 QoQ
Shares Held
8,354
-9.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Vanguard Personalized Indexing Management, LLC holds $129,967,544 across 34 Capital Markets names. LPLA ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
50,383 | $42,623,514 | |
| 2 | MS |
Morgan Stanley
|
204,202 | $33,605,523 | |
| 3 | SCHW |
Schwab Charles Corp
|
205,293 | $19,293,436 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
73,892 | $5,120,715 | |
| 5 | EVR |
Evercore Inc.
|
12,453 | $3,717,345 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
49,556 | $3,323,720 | |
| 7 | NMR |
Nomura Holdings Inc
|
351,457 | $2,772,995 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
This page
|
8,354 | $2,513,133 |
All Filings in LPLA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,513,133 | 8,354 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,279,892 | 9,183 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,962,937 | 8,906 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,435,850 | 9,163 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,487,245 | 7,603 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,211,778 | 6,774 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,448,587 | 6,227 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,199,487 | 7,875 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,061,024 | 7,801 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,788,865 | 7,859 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,397,175 | 10,087 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,085,805 | 9,593 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,856,008 | 9,170 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,822,313 | 8,430 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,770,124 | 8,102 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,436,361 | 7,786 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,134,077 | 6,208 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $645,803 | 4,034 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $558,692 | 3,564 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||