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 Q3	$2.68M	Sell	21,169 -4,431	-17%	-$595K	0.01%	685
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

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Warwick Investment Management Bryan, Texas $871M AUM 14.52% 1-Year Est. Return

Advisornet Financial Minnetonka, Minnesota $2.21B AUM 14.38% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

Wiser Wealth Management Marietta, Georgia $550M AUM 11.81% 1-Year Est. Return

TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Lido Advisors's VIOO Position: Q3 2026 in Review

Lido Advisors reduced its Vanguard S&P Small-Cap 600 ETF (VIOO) stake by 17% in Q3 2026, selling an estimated $595K and leaving 21,169 shares worth $2.68M. The position accounts for 0.01% of the portfolio, ranked #685.

Lido Advisors first reported a position in VIOO in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.52M in Q2 2026. 219 funds tracked by Wall St. Rank hold VIOO as of Q3 2026.

Lido Advisors held 21,169 shares of Vanguard S&P Small-Cap 600 ETF worth $2.68M as of Q3 2026.
Lido Advisors sold 4,431 Vanguard S&P Small-Cap 600 ETF shares in Q3 2026, an estimated $595K.
Vanguard S&P Small-Cap 600 ETF made up 0.01% of Lido Advisors's portfolio in Q3 2026, its #685 holding.
Lido Advisors first reported a position in Vanguard S&P Small-Cap 600 ETF in Q3 2024 and has held it in 7 quarters since.
Lido Advisors's Vanguard S&P Small-Cap 600 ETF position peaked at $3.52M in Q2 2026.
219 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 ETF as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.