Lido Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21.4M | Sell |
99,483
-4,330
| -4% | -$965K | 0.07% | 192 |
|
|
2025
Q4 | $22.5M | Buy |
103,813
+3,344
| +3% | +$731K | 0.07% | 183 |
|
|
2025
Q3 | $21.8M | Buy |
100,469
+4,340
| +5% | +$911K | 0.07% | 174 |
|
|
2025
Q2 | $19.8M | Buy |
96,129
+7,127
| +8% | +$1.38M | 0.08% | 158 |
|
|
2025
Q1 | $17.3M | Sell |
89,002
-912
| -1% | -$181K | 0.08% | 156 |
|
|
2024
Q4 | $17.6M | Buy |
89,914
+386
| +0.4% | +$77.1K | 0.08% | 153 |
|
|
2024
Q3 | $17.7M | Sell |
89,528
-2,182
| -2% | -$415K | 0.09% | 121 |
|
|
2024
Q2 | $16.8M | Sell |
91,710
-779
| -0.8% | -$140K | 0.09% | 115 |
|
|
2024
Q1 | $16.9M | Sell |
92,489
-3,062
| -3% | -$538K | 0.1% | 110 |
|
|
2023
Q4 | $16.3M | Buy |
95,551
+3,076
| +3% | +$495K | 0.11% | 98 |
|
|
2023
Q3 | $14.4M | Buy |
92,475
+13,948
| +18% | +$2.26M | 0.11% | 106 |
|
|
2023
Q2 | $12.8M | Buy |
78,527
+36,527
| +87% | +$5.72M | 0.09% | 126 |
|
|
2023
Q1 | $6.47M | Buy |
42,000
+24,101
| +135% | +$3.69M | 0.06% | 173 |
|
|
2022
Q4 | $2.72M | Buy |
17,899
+215
| +1% | +$32K | 0.03% | 245 |
|
|
2022
Q3 | $2.39M | Buy |
17,684
+3,877
| +28% | +$577K | 0.03% | 231 |
|
|
2022
Q2 | $1.98M | Sell |
13,807
-1,412
| -9% | -$215K | 0.03% | 238 |
|
|
2022
Q1 | $2.47M | Buy |
15,219
+2,881
| +23% | +$465K | 0.03% | 233 |
|
|
2021
Q4 | $2.12M | Buy |
12,338
+683
| +6% | +$113K | 0.02% | 260 |
|
|
2021
Q3 | $1.79M | Buy |
11,655
+896
| +8% | +$143K | 0.03% | 285 |
|
|
2021
Q2 | $1.67M | Sell |
10,759
-5
| -0% | -$767 | 0.02% | 284 |
|
|
2021
Q1 | $1.58M | Sell |
10,764
-12,533
| -54% | -$1.78M | 0.03% | 263 |
|
|
2020
Q4 | $3.29M | Buy |
23,297
+14,269
| +158% | +$1.93M | 0.07% | 158 |
|
|
2020
Q3 | $1.17M | Sell |
9,028
-38,140
| -81% | -$4.8M | 0.03% | 234 |
|
|
2020
Q2 | $5.56M | Sell |
47,168
-7,863
| -14% | -$895K | 0.17% | 80 |
|
|
2020
Q1 | $5.69M | Sell |
55,031
-10,676
| -16% | -$1.27M | 0.24% | 58 |
|
|
2019
Q4 | $8.19M | Sell |
65,707
-4,804
| -7% | -$581K | 0.33% | 47 |
|
|
2019
Q3 | $8.43M | Sell |
70,511
-6,008
| -8% | -$709K | 0.43% | 39 |
|
|
2019
Q2 | $8.81M | Sell |
76,519
-14,200
| -16% | -$1.59M | 0.5% | 35 |
|
|
2019
Q1 | $9.99M | Buy |
90,719
+33,950
| +60% | +$3.58M | 0.65% | 32 |
|
|
2018
Q4 | $5.56M | Buy |
56,769
+51,353
| +948% | +$5.36M | 0.55% | 30 |
|
|
2018
Q3 | $602K | Buy |
5,416
+3,257
| +151% | +$350K | 0.06% | 209 |
|
|
2018
Q2 | $219K | Sell |
2,159
-1,667
| -44% | -$170K | 0.03% | 383 |
|
|
2018
Q1 | $386K | Buy |
3,826
+287
| +8% | +$29.8K | 0.05% | 241 |
|
|
2017
Q4 | $361K | Buy |
3,539
+139
| +4% | +$13.7K | 0.05% | 199 |
|
|
2017
Q3 | $329K | Buy |
+3,400
| New | +$317K | 0.05% | 199 |
|
Other funds holding VIG
VGA
HWM
Lido Advisors's VIG Position: Q1 2026 in Review
Lido Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 4.2% in Q1 2026, selling an estimated $965K and leaving 99,483 shares worth $21.4M. The position accounts for 0.07% of the portfolio, ranked #192.
Lido Advisors first reported a position in VIG in Q3 2017 and has held it in 35 quarters since. The position peaked at $22.5M in Q4 2025. 2,513 funds tracked by Wall St. Rank hold VIG as of Q1 2026.
- Lido Advisors held 99,483 shares of Vanguard Dividend Appreciation ETF worth $21.4M as of Q1 2026.
- Lido Advisors sold 4,330 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $965K.
- Vanguard Dividend Appreciation ETF made up 0.07% of Lido Advisors's portfolio in Q1 2026, its #192 holding.
- Lido Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2017 and has held it in 35 quarters since.
- Lido Advisors's Vanguard Dividend Appreciation ETF position peaked at $22.5M in Q4 2025.
- 2,513 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.