Vanguard National Trust Co
BankPosition in LPLA — LPL Financial Holdings Inc.
CIK 1984256
MALVERN, PA
Position in LPLA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,816
-$192 QoQ
Shares Held
10
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#712
of 761 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LPLA Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Vanguard National Trust Co holds $1,230,058 across 6 Capital Markets names. LPLA ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
3,749 | $783,690 | |
| 2 | SCHW |
Schwab Charles Corp
|
2,233 | $206,038 | |
| 3 | GS |
Goldman Sachs Group Inc
|
193 | $195,194 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
260 | $34,873 | |
| 5 | JEF |
Jefferies Financial Group Inc.
|
149 | $7,447 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
This page
|
10 | $2,816 |
All Filings in LPLA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,816 | 10 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,008 | 10 | Shares | Defined | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||