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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lido Advisors's VIOO Position: Q1 2026 in Review

Lido Advisors increased its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 1,062% in Q1 2026, buying an estimated $2.75M and bringing the position to 25,666 shares worth $2.95M. The position accounts for 0.01% of the portfolio, ranked #592.

Lido Advisors first reported a position in VIOO in Q3 2024 and has held it in 5 quarters since. 378 funds tracked by Wall St. Rank hold VIOO as of Q1 2026.

Lido Advisors held 25,666 shares of Vanguard S&P Small-Cap 600 ETF worth $2.95M as of Q1 2026.
Lido Advisors bought 23,458 Vanguard S&P Small-Cap 600 ETF shares in Q1 2026, an estimated $2.75M.
Vanguard S&P Small-Cap 600 ETF made up 0.01% of Lido Advisors's portfolio in Q1 2026, its #592 holding.
Lido Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2024 and has held it in 5 quarters since.
378 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.