Lido Advisors
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Lido Advisors’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

Lido Advisors’s Portfolio VO Stock Details VO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$51.6M Buy
640,579
+2,539
+0.4% +$197K 0.14% 95
2026
Q1 		$45.8M Buy
638,040
+74,804
+13% +$5.56M 0.14% 99
2025
Q4 		$41.3M Buy
563,236
+6,716
+1% +$489K 0.12% 108
2025
Q3 		$41M Buy
556,520
+44,500
+9% +$3.2M 0.13% 103
2025
Q2 		$35.9M Buy
512,020
+41,428
+9% +$2.72M 0.14% 92
2025
Q1 		$30.4M Buy
470,592
+43,812
+10% +$2.94M 0.14% 92
2024
Q4 		$28.2M Buy
426,780
+150,180
+54% +$10.2M 0.13% 95
2024
Q3 		$18.2M Sell
276,600
-1,536
-0.6% -$96.4K 0.09% 116
2024
Q2 		$16.9M Buy
278,136
+7,268
+3% +$442K 0.09% 114
2024
Q1 		$16.9M Buy
270,868
+16,352
+6% +$966K 0.1% 109
2023
Q4 		$14.8M Sell
254,516
-7,936
-3% -$424K 0.1% 113
2023
Q3 		$13.7M Buy
262,452
+15,956
+6% +$875K 0.1% 113
2023
Q2 		$13.6M Buy
246,496
+76,264
+45% +$4M 0.1% 117
2023
Q1 		$8.98M Buy
170,232
+135,260
+387% +$7.2M 0.09% 139
2022
Q4 		$1.78M Buy
34,972
+6,868
+24% +$350K 0.02% 313
2022
Q3 		$1.32M Buy
28,104
+5,484
+24% +$287K 0.02% 320
2022
Q2 		$1.11M Sell
22,620
-2,964
-12% -$160K 0.01% 321
2022
Q1 		$1.52M Sell
25,584
-5,084
-17% -$298K 0.02% 304
2021
Q4 		$1.95M Buy
30,668
+11,672
+61% +$732K 0.02% 279
2021
Q3 		$1.12M Buy
18,996
+12,672
+200% +$766K 0.02% 377
2021
Q2 		$375K Sell
6,324
-620
-9% -$35.9K 0.01% 634
2021
Q1 		$384K Buy
6,944
+188
+3% +$10.2K 0.01% 573
2020
Q4 		$349K Sell
6,756
-16,504
-71% -$799K 0.01% 579
2020
Q3 		$1.02M Buy
+23,260
New +$1.01M 0.03% 251

Other funds holding VO

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Lido Advisors's VO Position: Q2 2026 in Review

Lido Advisors increased its Vanguard Morningstar Mid-Cap ETF (VO) stake by 0.4% in Q2 2026, buying an estimated $197K and bringing the position to 640,579 shares worth $51.6M. The position accounts for 0.14% of the portfolio, ranked #95.

Lido Advisors first reported a position in VO in Q3 2020 and has held it in 24 quarters since. 2,477 funds tracked by Wall St. Rank hold VO as of Q2 2026.

  • Lido Advisors held 640,579 shares of Vanguard Morningstar Mid-Cap ETF worth $51.6M as of Q2 2026.
  • Lido Advisors bought 2,539 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $197K.
  • Vanguard Morningstar Mid-Cap ETF made up 0.14% of Lido Advisors's portfolio in Q2 2026, its #95 holding.
  • Lido Advisors first reported a position in Vanguard Morningstar Mid-Cap ETF in Q3 2020 and has held it in 24 quarters since.
  • 2,477 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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