Lido Advisors
VIOV icon

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

Lido Advisors’s Portfolio VIOV Stock Details VIOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,458
Closed -$229K – 1615
2024
Q4 		$229K Buy
2,458
+100
+4% +$9.53K ﹤0.01% 1325
2024
Q3 		$218K Buy
+2,358
New +$211K ﹤0.01% 1297

Other funds holding VIOV

NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.34B AUM 15.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ODIJL
One Day In July LLC Burlington, Vermont $1.25B AUM 12.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MGIA
Moneta Group Investment Advisors St Louis, Missouri $13.3B AUM 18.65% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $2.58B AUM 8.97% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lido Advisors's VIOV Position: Q1 2025 in Review

Lido Advisors sold out of Vanguard S&P Small-Cap 600 Value ETF (VIOV) in Q1 2025, closing a stake of 2,458 shares — an estimated $229K sold.

Lido Advisors first reported a position in VIOV in Q3 2024 and held it in 2 quarters. The position peaked at $229K in Q4 2024. 179 funds tracked by Wall St. Rank hold VIOV as of Q1 2025.

  • Lido Advisors reported no remaining Vanguard S&P Small-Cap 600 Value ETF position as of Q1 2025 after selling out during the quarter.
  • Lido Advisors sold 2,458 Vanguard S&P Small-Cap 600 Value ETF shares in Q1 2025, an estimated $229K.
  • Lido Advisors first reported a position in Vanguard S&P Small-Cap 600 Value ETF in Q3 2024 and held it in 2 quarters.
  • Lido Advisors's Vanguard S&P Small-Cap 600 Value ETF position peaked at $229K in Q4 2024.
  • 179 funds tracked by Wall St. Rank held Vanguard S&P Small-Cap 600 Value ETF as of Q1 2025.

Based on Lido Advisors's 13F filing for Q1 2025, filed 15 May 2025.