Lido Advisors’s Vanguard Russell 1000 ETF VONE Stock Holding History

Lido Advisors’s Portfolio VONE Stock Details VONE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$204K	Sell	691 -414	-37%	-$128K	﹤0.01%	1770
2025 Q4	$335K	Hold	1,105	–	–	﹤0.01%	1504
2025 Q3	$334K	Buy	1,105 +170	+18%	+$49.5K	﹤0.01%	1429
2025 Q2	$263K	Buy	935 +1	+0.1%	+$260	﹤0.01%	1400
2025 Q1	$237K	Sell	934 -242	-21%	-$64.8K	﹤0.01%	1312
2024 Q4	$314K	Sell	1,176 -152	-11%	-$40.7K	﹤0.01%	1192
2024 Q3	$345K	Buy	1,328 +82	+7%	+$20.5K	﹤0.01%	1103
2024 Q2	$308K	Hold	1,246	–	–	﹤0.01%	1110
2024 Q1	$297K	Hold	1,246	–	–	﹤0.01%	1104
2023 Q4	$270K	Buy	+1,246	New	+$252K	﹤0.01%	1081

Other funds holding VONE

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RCIM

Red Cedar Investment Management Grand Rapids, Michigan $965M AUM 30.25% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JPG

Jordan Park Group San Francisco, California $1.88B AUM 16.2% 1-Year Est. Return

Lido Advisors's VONE Position: Q1 2026 in Review

Lido Advisors reduced its Vanguard Russell 1000 ETF (VONE) stake by 37% in Q1 2026, selling an estimated $128K and leaving 691 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1770.

Lido Advisors first reported a position in VONE in Q4 2023 and has held it in 10 quarters since. The position peaked at $345K in Q3 2024. 385 funds tracked by Wall St. Rank hold VONE as of Q1 2026.

Lido Advisors held 691 shares of Vanguard Russell 1000 ETF worth $204K as of Q1 2026.
Lido Advisors sold 414 Vanguard Russell 1000 ETF shares in Q1 2026, an estimated $128K.
Vanguard Russell 1000 ETF made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1770 holding.
Lido Advisors first reported a position in Vanguard Russell 1000 ETF in Q4 2023 and has held it in 10 quarters since.
Lido Advisors's Vanguard Russell 1000 ETF position peaked at $345K in Q3 2024.
385 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q1 2026.

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