Lido Advisors
VBK icon

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

Lido Advisors’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.37M Buy
6,477
+851
+15% +$290K 0.01% 738
2026
Q1 		$1.7M Buy
5,626
+952
+20% +$299K 0.01% 762
2025
Q4 		$1.4M Sell
4,674
-633
-12% -$191K ﹤0.01% 850
2025
Q3 		$1.58M Buy
5,307
+256
+5% +$73.9K 0.01% 763
2025
Q2 		$1.4M Buy
5,051
+1,722
+52% +$443K 0.01% 714
2025
Q1 		$838K Buy
3,329
+50
+2% +$13.9K ﹤0.01% 842
2024
Q4 		$918K Buy
3,279
+1,872
+133% +$529K ﹤0.01% 793
2024
Q3 		$376K Sell
1,407
-99
-7% -$25.4K ﹤0.01% 1061
2024
Q2 		$377K Buy
1,506
+37
+3% +$9.23K ﹤0.01% 1020
2024
Q1 		$383K Sell
1,469
-122
-8% -$30K ﹤0.01% 979
2023
Q4 		$385K Sell
1,591
-268
-14% -$58.2K ﹤0.01% 941
2023
Q3 		$398K Buy
1,859
+179
+11% +$40.7K ﹤0.01% 819
2023
Q2 		$386K Sell
1,680
-179
-10% -$38.9K ﹤0.01% 822
2023
Q1 		$402K Buy
1,859
+773
+71% +$167K ﹤0.01% 763
2022
Q4 		$218K Buy
+1,086
New +$222K ﹤0.01% 883
2022
Q2 		– Sell
-2,751
Closed -$682K – 1071
2022
Q1 		$682K Buy
2,751
+1,622
+144% +$399K 0.01% 498
2021
Q4 		$318K Sell
1,129
-7
-0.6% -$2.01K ﹤0.01% 780
2021
Q3 		$318K Sell
1,136
-20
-2% -$5.72K ﹤0.01% 734
2021
Q2 		$335K Buy
1,156
+199
+21% +$55.7K ﹤0.01% 677
2021
Q1 		$263K Buy
+957
New +$270K ﹤0.01% 712
2020
Q2 		– Sell
-1,771
Closed -$266K – 671
2020
Q1 		$266K Sell
1,771
-331
-16% -$61.4K 0.01% 442
2019
Q4 		$418K Buy
2,102
+613
+41% +$116K 0.02% 425
2019
Q3 		$271K Sell
1,489
-220
-13% -$41K 0.01% 478
2019
Q2 		$318K Buy
1,709
+276
+19% +$50.2K 0.02% 411
2019
Q1 		$257K Buy
1,433
+27
+2% +$4.64K 0.02% 424
2018
Q4 		$211K Hold
1,406
– – 0.02% 388
2018
Q3 		$263K Buy
+1,406
New +$259K 0.03% 369

Other funds holding VBK

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Lido Advisors's VBK Position: Q2 2026 in Review

Lido Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 15% in Q2 2026, buying an estimated $290K and bringing the position to 6,477 shares worth $2.37M. The position accounts for 0.01% of the portfolio, ranked #738.

Lido Advisors first reported a position in VBK in Q3 2018 and has held it in 27 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Lido Advisors held 6,477 shares of Vanguard Morningstar Small-Cap Growth ETF worth $2.37M as of Q2 2026.
  • Lido Advisors bought 851 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $290K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #738 holding.
  • Lido Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2018 and has held it in 27 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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