Lido Advisors
VONE icon

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
Q2 		– Sell
-691
Closed -$204K – 2275
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
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
RCIM
Red Cedar Investment Management Grand Rapids, Michigan $1.06B AUM 30.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return

Lido Advisors's VONE Position: Q2 2026 in Review

Lido Advisors sold out of Vanguard Russell 1000 ETF (VONE) in Q2 2026, closing a stake of 691 shares — an estimated $204K sold.

Lido Advisors first reported a position in VONE in Q4 2023 and held it in 10 quarters. The position peaked at $345K in Q3 2024. 409 funds tracked by Wall St. Rank hold VONE as of Q2 2026.

  • Lido Advisors reported no remaining Vanguard Russell 1000 ETF position as of Q2 2026 after selling out during the quarter.
  • Lido Advisors sold 691 Vanguard Russell 1000 ETF shares in Q2 2026, an estimated $204K.
  • Lido Advisors first reported a position in Vanguard Russell 1000 ETF in Q4 2023 and held it in 10 quarters.
  • Lido Advisors's Vanguard Russell 1000 ETF position peaked at $345K in Q3 2024.
  • 409 funds tracked by Wall St. Rank held Vanguard Russell 1000 ETF as of Q2 2026.

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