Lido Advisors’s Vanguard S&P Small-Cap 600 ETF VIOO Stock Holding History

Lido Advisors’s Portfolio VIOO Stock Details VIOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.52M	Sell	25,600 -66	-0.3%	-$8.38K	0.01%	596
2026 Q1	$2.95M	Buy	25,666 +23,458	+1,062%	+$2.75M	0.01%	592
2025 Q4	$244K	Buy	2,208 +68	+3%	+$7.56K	﹤0.01%	1676
2025 Q3	$236K	Buy	+2,140	New	+$228K	﹤0.01%	1609
2025 Q1	–	Sell	-2,024	Closed	-$215K	–	1614
2024 Q4	$215K	Hold	2,024	–	–	﹤0.01%	1355
2024 Q3	$219K	Buy	+2,024	New	+$211K	﹤0.01%	1294

Other funds holding VIOO

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Lido Advisors's VIOO Position: Q2 2026 in Review

Lido Advisors reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 0.26% in Q2 2026, selling an estimated $8.38K and leaving 25,600 shares worth $3.52M. The position accounts for 0.01% of the portfolio, ranked #596.

Lido Advisors first reported a position in VIOO in Q3 2024 and has held it in 6 quarters since. 408 funds tracked by Wall St. Rank hold VIOO as of Q2 2026.

Lido Advisors held 25,600 shares of Vanguard S&P Small-Cap 600 ETF worth $3.52M as of Q2 2026.
Lido Advisors sold 66 Vanguard S&P Small-Cap 600 ETF shares in Q2 2026, an estimated $8.38K.
Vanguard S&P Small-Cap 600 ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #596 holding.
Lido Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2024 and has held it in 6 quarters since.
408 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q2 2026.

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