Lido Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.44M | Buy |
18,275
+491
| +3% | +$114K | 0.01% | 528 |
|
|
2026
Q1 | $3.86M | Sell |
17,784
-5,458
| -23% | -$1.22M | 0.01% | 520 |
|
|
2025
Q4 | $4.89M | Buy |
23,242
+22
| +0.1% | +$4.61K | 0.01% | 469 |
|
|
2025
Q3 | $4.87M | Buy |
23,220
+7,229
| +45% | +$1.48M | 0.02% | 449 |
|
|
2025
Q2 | $3.13M | Buy |
15,991
+9,780
| +157% | +$1.81M | 0.01% | 484 |
|
|
2025
Q1 | $1.16M | Sell |
6,211
-190
| -3% | -$37.5K | 0.01% | 716 |
|
|
2024
Q4 | $1.27M | Buy |
6,401
+269
| +4% | +$55.2K | 0.01% | 669 |
|
|
2024
Q3 | $1.23M | Sell |
6,132
-441
| -7% | -$84.8K | 0.01% | 626 |
|
|
2024
Q2 | $1.21M | Sell |
6,573
-157
| -2% | -$29K | 0.01% | 587 |
|
|
2024
Q1 | $1.29M | Buy |
6,730
+891
| +15% | +$161K | 0.01% | 560 |
|
|
2023
Q4 | $1.05M | Sell |
5,839
-649
| -10% | -$106K | 0.01% | 600 |
|
|
2023
Q3 | $1.03M | Sell |
6,488
-3,953
| -38% | -$661K | 0.01% | 532 |
|
|
2023
Q2 | $1.73M | Sell |
10,441
-2,362
| -18% | -$372K | 0.01% | 401 |
|
|
2023
Q1 | $2.03M | Sell |
12,803
-1,365
| -10% | -$226K | 0.02% | 340 |
|
|
2022
Q4 | $2.25M | Sell |
14,168
-746
| -5% | -$119K | 0.03% | 282 |
|
|
2022
Q3 | $2.14M | Buy |
14,914
+532
| +4% | +$84.5K | 0.03% | 256 |
|
|
2022
Q2 | $2.15M | Sell |
14,382
-2,215
| -13% | -$363K | 0.03% | 228 |
|
|
2022
Q1 | $2.92M | Buy |
16,597
+2,538
| +18% | +$441K | 0.03% | 213 |
|
|
2021
Q4 | $2.51M | Buy |
14,059
+477
| +4% | +$84.8K | 0.03% | 237 |
|
|
2021
Q3 | $2.3M | Sell |
13,582
-46
| -0.3% | -$7.88K | 0.03% | 255 |
|
|
2021
Q2 | $2.37M | Sell |
13,628
-137
| -1% | -$23.7K | 0.03% | 244 |
|
|
2021
Q1 | $2.28M | Buy |
13,765
+3,808
| +38% | +$600K | 0.04% | 208 |
|
|
2020
Q4 | $1.42M | Buy |
9,957
+1,517
| +18% | +$196K | 0.03% | 262 |
|
|
2020
Q3 | $934K | Buy |
8,440
+2,347
| +39% | +$263K | 0.02% | 270 |
|
|
2020
Q2 | $652K | Buy |
6,093
+3,540
| +139% | +$355K | 0.02% | 303 |
|
|
2020
Q1 | $227K | Sell |
2,553
-744
| -23% | -$90.2K | 0.01% | 486 |
|
|
2019
Q4 | $452K | Buy |
3,297
+1,130
| +52% | +$150K | 0.02% | 411 |
|
|
2019
Q3 | $279K | Buy |
2,167
+37
| +2% | +$4.74K | 0.01% | 466 |
|
|
2019
Q2 | $279K | Sell |
2,130
-172
| -7% | -$22.4K | 0.02% | 439 |
|
|
2019
Q1 | $297K | Buy |
2,302
+110
| +5% | +$14K | 0.02% | 396 |
|
|
2018
Q4 | $250K | Buy |
2,192
+168
| +8% | +$21.3K | 0.02% | 348 |
|
|
2018
Q3 | $283K | Buy |
2,024
+120
| +6% | +$16.8K | 0.03% | 350 |
|
|
2018
Q2 | $258K | Buy |
1,904
+174
| +10% | +$23.3K | 0.03% | 341 |
|
|
2018
Q1 | $223K | Buy |
+1,730
| New | +$229K | 0.03% | 336 |
|
Other funds holding VBR
AL
Lido Advisors's VBR Position: Q2 2026 in Review
Lido Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 2.8% in Q2 2026, buying an estimated $114K and bringing the position to 18,275 shares worth $4.44M. The position accounts for 0.01% of the portfolio, ranked #528.
Lido Advisors first reported a position in VBR in Q1 2018 and has held it in 34 quarters since. The position peaked at $4.89M in Q4 2025. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.
- Lido Advisors held 18,275 shares of Vanguard Morningstar Small-Cap Value ETF worth $4.44M as of Q2 2026.
- Lido Advisors bought 491 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $114K.
- Vanguard Morningstar Small-Cap Value ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #528 holding.
- Lido Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q1 2018 and has held it in 34 quarters since.
- Lido Advisors's Vanguard Morningstar Small-Cap Value ETF position peaked at $4.89M in Q4 2025.
- 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.
Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.