Lido Advisors
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Lido Advisors’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Lido Advisors’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$38.7M Sell
127,593
-18,510
-13% -$5.3M 0.11% 128
2026
Q1 		$38.3M Buy
146,103
+1,657
+1% +$448K 0.12% 118
2025
Q4 		$37M Buy
144,446
+22,269
+18% +$5.71M 0.11% 122
2025
Q3 		$31.2M Buy
122,177
+22,489
+23% +$5.58M 0.1% 135
2025
Q2 		$23.7M Buy
99,688
+35,497
+55% +$7.92M 0.09% 134
2025
Q1 		$14.2M Buy
64,191
+2,753
+4% +$657K 0.06% 184
2024
Q4 		$14.8M Buy
61,438
+2,281
+4% +$561K 0.07% 170
2024
Q3 		$14M Buy
59,157
+4,460
+8% +$1.01M 0.07% 154
2024
Q2 		$12M Buy
54,697
+802
+1% +$176K 0.07% 155
2024
Q1 		$12.3M Buy
53,895
+1,880
+4% +$404K 0.07% 143
2023
Q4 		$11.1M Sell
52,015
-3,892
-7% -$750K 0.08% 145
2023
Q3 		$10.6M Buy
55,907
+3,453
+7% +$688K 0.08% 132
2023
Q2 		$10.4M Buy
52,454
+11,433
+28% +$2.16M 0.07% 144
2023
Q1 		$7.78M Buy
41,021
+34,849
+565% +$6.76M 0.08% 157
2022
Q4 		$1.13M Buy
6,172
+816
+15% +$151K 0.01% 384
2022
Q3 		$915K Buy
5,356
+1,444
+37% +$273K 0.01% 388
2022
Q2 		$688K Sell
3,912
-531
-12% -$103K 0.01% 439
2022
Q1 		$944K Sell
4,443
-539
-11% -$113K 0.01% 407
2021
Q4 		$1.13M Buy
4,982
+3,909
+364% +$888K 0.01% 397
2021
Q3 		$234K Buy
+1,073
New +$239K ﹤0.01% 844
2021
Q2 		– Sell
-1,485
Closed -$318K – 952
2021
Q1 		$318K Sell
1,485
-166
-10% -$35K 0.01% 639
2020
Q4 		$321K Sell
1,651
-3,093
-65% -$546K 0.01% 601
2020
Q3 		$730K Buy
+4,744
New +$729K 0.02% 316
2018
Q4 		– Sell
-1,271
Closed -$207K – 486
2018
Q3 		$207K Sell
1,271
-14,522
-92% -$2.35M 0.02% 416
2018
Q2 		$2.46M Buy
+15,793
New +$2.42M 0.28% 53
2017
Q2 		– Sell
-1,600
Closed -$214K – 285
2017
Q1 		$214K Buy
+1,600
New +$212K 0.06% 208

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Lido Advisors's VB Position: Q2 2026 in Review

Lido Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 13% in Q2 2026, selling an estimated $5.3M and leaving 127,593 shares worth $38.7M. The position accounts for 0.11% of the portfolio, ranked #128.

Lido Advisors first reported a position in VB in Q1 2017 and has held it in 26 quarters since. 2,469 funds tracked by Wall St. Rank hold VB as of Q2 2026.

  • Lido Advisors held 127,593 shares of Vanguard Morningstar Small-Cap ETF worth $38.7M as of Q2 2026.
  • Lido Advisors sold 18,510 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $5.3M.
  • Vanguard Morningstar Small-Cap ETF made up 0.11% of Lido Advisors's portfolio in Q2 2026, its #128 holding.
  • Lido Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2017 and has held it in 26 quarters since.
  • 2,469 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.