Lido Advisors
VIS icon

Lido Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Lido Advisors’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$40.6M Buy
112,796
+2,746
+2% +$931K 0.11% 120
2026
Q1 		$34.4M Buy
110,050
+7,113
+7% +$2.31M 0.11% 131
2025
Q4 		$30.6M Buy
102,937
+5,942
+6% +$1.76M 0.09% 146
2025
Q3 		$28.7M Buy
96,995
+38,997
+67% +$11.3M 0.09% 145
2025
Q2 		$16.2M Buy
57,998
+4,628
+9% +$1.2M 0.06% 185
2025
Q1 		$13.2M Buy
53,370
+3,908
+8% +$1.01M 0.06% 201
2024
Q4 		$12.6M Buy
49,462
+2,741
+6% +$729K 0.06% 194
2024
Q3 		$12.2M Buy
46,721
+6,153
+15% +$1.51M 0.06% 178
2024
Q2 		$9.57M Buy
40,568
+4,929
+14% +$1.17M 0.05% 181
2024
Q1 		$8.7M Buy
35,639
+4,426
+14% +$1.01M 0.05% 195
2023
Q4 		$6.88M Buy
31,213
+26,688
+590% +$5.38M 0.05% 222
2023
Q3 		$882K Sell
4,525
-673
-13% -$138K 0.01% 576
2023
Q2 		$795K Buy
5,198
+2,743
+112% +$524K 0.01% 596
2023
Q1 		$468K Buy
2,455
+6
+0.2% +$1.14K ﹤0.01% 697
2022
Q4 		$447K Buy
2,449
+252
+11% +$45.1K 0.01% 632
2022
Q3 		$346K Hold
2,197
– – ﹤0.01% 686
2022
Q2 		$359K Buy
2,197
+5
+0.2% +$885 ﹤0.01% 653
2022
Q1 		$426K Buy
2,192
+255
+13% +$49K ﹤0.01% 646
2021
Q4 		$393K Sell
1,937
-15
-0.8% -$3K ﹤0.01% 699
2021
Q3 		$366K Hold
1,952
– – 0.01% 690
2021
Q2 		$383K Sell
1,952
-17
-0.9% -$3.34K 0.01% 625
2021
Q1 		$373K Buy
1,969
+57
+3% +$10.1K 0.01% 586
2020
Q4 		$325K Sell
1,912
-315
-14% -$50.4K 0.01% 593
2020
Q3 		$322K Buy
2,227
+200
+10% +$28.2K 0.01% 466
2020
Q2 		$263K Sell
2,027
-22
-1% -$2.69K 0.01% 484
2020
Q1 		$226K Sell
2,049
-617
-23% -$87.5K 0.01% 488
2019
Q4 		$410K Buy
+2,666
New +$401K 0.02% 429

Other funds holding VIS

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MM
Main Management San Francisco, California $1.49B AUM 22.28% 1-Year Est. Return

Lido Advisors's VIS Position: Q2 2026 in Review

Lido Advisors increased its Vanguard Industrials ETF (VIS) stake by 2.5% in Q2 2026, buying an estimated $931K and bringing the position to 112,796 shares worth $40.6M. The position accounts for 0.11% of the portfolio, ranked #120.

Lido Advisors first reported a position in VIS in Q4 2019 and has held it in 27 quarters since. 619 funds tracked by Wall St. Rank hold VIS as of Q2 2026.

  • Lido Advisors held 112,796 shares of Vanguard Industrials ETF worth $40.6M as of Q2 2026.
  • Lido Advisors bought 2,746 Vanguard Industrials ETF shares in Q2 2026, an estimated $931K.
  • Vanguard Industrials ETF made up 0.11% of Lido Advisors's portfolio in Q2 2026, its #120 holding.
  • Lido Advisors first reported a position in Vanguard Industrials ETF in Q4 2019 and has held it in 27 quarters since.
  • 619 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q2 2026.

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