Lido Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History

Lido Advisors’s Portfolio VONG Stock Details VONG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$36.3M	Sell	330,905 -26,771	-7%	-$3.13M	0.11%	126
2025 Q4	$43.5M	Sell	357,676 -19,712	-5%	-$2.4M	0.13%	101
2025 Q3	$45.5M	Buy	377,388 +4,541	+1%	+$520K	0.14%	93
2025 Q2	$40.7M	Buy	372,847 +96,860	+35%	+$9.53M	0.16%	82
2025 Q1	$25.6M	Sell	275,987 -4,802	-2%	-$488K	0.12%	113
2024 Q4	$29M	Buy	280,789 +266,798	+1,907%	+$27M	0.13%	93
2024 Q3	$1.35M	Buy	13,991 +1,940	+16%	+$181K	0.01%	595
2024 Q2	$1.13M	Buy	12,051 +2,289	+23%	+$201K	0.01%	614
2024 Q1	$846K	Buy	+9,762	New	+$810K	0.01%	727
2023 Q3	–	Sell	-12,105	Closed	-$857K	–	1321
2023 Q2	$857K	Sell	12,105 -625	-5%	-$40.9K	0.01%	581
2023 Q1	$801K	Buy	+12,730	New	+$754K	0.01%	536

Other funds holding VONG

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Lido Advisors's VONG Position: Q1 2026 in Review

Lido Advisors reduced its Vanguard Russell 1000 Growth ETF (VONG) stake by 7.5% in Q1 2026, selling an estimated $3.13M and leaving 330,905 shares worth $36.3M. The position accounts for 0.11% of the portfolio, ranked #126.

Lido Advisors first reported a position in VONG in Q1 2023 and has held it in 11 quarters since. The position peaked at $45.5M in Q3 2025. 860 funds tracked by Wall St. Rank hold VONG as of Q1 2026.

Lido Advisors held 330,905 shares of Vanguard Russell 1000 Growth ETF worth $36.3M as of Q1 2026.
Lido Advisors sold 26,771 Vanguard Russell 1000 Growth ETF shares in Q1 2026, an estimated $3.13M.
Vanguard Russell 1000 Growth ETF made up 0.11% of Lido Advisors's portfolio in Q1 2026, its #126 holding.
Lido Advisors first reported a position in Vanguard Russell 1000 Growth ETF in Q1 2023 and has held it in 11 quarters since.
Lido Advisors's Vanguard Russell 1000 Growth ETF position peaked at $45.5M in Q3 2025.
860 funds tracked by Wall St. Rank held Vanguard Russell 1000 Growth ETF as of Q1 2026.

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