Lido Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $240M | Sell |
401,695
-111,321
| -22% | -$69.6M | 0.73% | 19 |
|
|
2025
Q4 | $317M | Buy |
513,016
+6,291
| +1% | +$3.91M | 0.95% | 13 |
|
|
2025
Q3 | $311M | Buy |
506,725
+238,785
| +89% | +$141M | 0.97% | 14 |
|
|
2025
Q2 | $153M | Buy |
267,940
+51,141
| +24% | +$26.9M | 0.59% | 19 |
|
|
2025
Q1 | $111M | Buy |
216,799
+6,859
| +3% | +$3.71M | 0.5% | 23 |
|
|
2024
Q4 | $113M | Buy |
209,940
+19,056
| +10% | +$10.3M | 0.51% | 25 |
|
|
2024
Q3 | $101M | Sell |
190,884
-29,050
| -13% | -$14.8M | 0.5% | 24 |
|
|
2024
Q2 | $110M | Sell |
219,934
-969
| -0.4% | -$466K | 0.61% | 17 |
|
|
2024
Q1 | $106M | Sell |
220,903
-6,234
| -3% | -$2.85M | 0.62% | 17 |
|
|
2023
Q4 | $99.2M | Buy |
227,137
+6,691
| +3% | +$2.74M | 0.67% | 16 |
|
|
2023
Q3 | $86.6M | Sell |
220,446
-4,992
| -2% | -$2.04M | 0.66% | 17 |
|
|
2023
Q2 | $91.8M | Buy |
225,438
+3,460
| +2% | +$1.33M | 0.66% | 16 |
|
|
2023
Q1 | $83.5M | Buy |
221,978
+191,696
| +633% | +$70.3M | 0.81% | 14 |
|
|
2022
Q4 | $10.6M | Buy |
30,282
+951
| +3% | +$336K | 0.13% | 88 |
|
|
2022
Q3 | $9.63M | Buy |
29,331
+3,039
| +12% | +$1.11M | 0.12% | 83 |
|
|
2022
Q2 | $9.12M | Buy |
26,292
+527
| +2% | +$199K | 0.12% | 88 |
|
|
2022
Q1 | $10.7M | Buy |
25,765
+5,042
| +24% | +$2.06M | 0.12% | 93 |
|
|
2021
Q4 | $9.05M | Sell |
20,723
-1,845
| -8% | -$779K | 0.1% | 107 |
|
|
2021
Q3 | $8.9M | Sell |
22,568
-413
| -2% | -$168K | 0.12% | 94 |
|
|
2021
Q2 | $9.07M | Buy |
22,981
+102
| +0.4% | +$39.2K | 0.13% | 100 |
|
|
2021
Q1 | $8.34M | Buy |
22,879
+1,066
| +5% | +$378K | 0.14% | 100 |
|
|
2020
Q4 | $7.5M | Buy |
21,813
+1,973
| +10% | +$643K | 0.16% | 84 |
|
|
2020
Q3 | $6.13M | Buy |
19,840
+1,100
| +6% | +$335K | 0.16% | 84 |
|
|
2020
Q2 | $5.34M | Sell |
18,740
-5,095
| -21% | -$1.37M | 0.16% | 84 |
|
|
2020
Q1 | $5.64M | Sell |
23,835
-2,128
| -8% | -$596K | 0.24% | 59 |
|
|
2019
Q4 | $7.68M | Sell |
25,963
-7,268
| -22% | -$2.06M | 0.31% | 51 |
|
|
2019
Q3 | $9.1M | Buy |
33,231
+7,212
| +28% | +$1.96M | 0.46% | 35 |
|
|
2019
Q2 | $7.04M | Buy |
26,019
+12,363
| +91% | +$3.27M | 0.4% | 42 |
|
|
2019
Q1 | $3.54M | Buy |
13,656
+3,595
| +36% | +$898K | 0.23% | 66 |
|
|
2018
Q4 | $2.31M | Buy |
10,061
+4,794
| +91% | +$1.19M | 0.23% | 68 |
|
|
2018
Q3 | $1.41M | Buy |
5,267
+725
| +16% | +$190K | 0.14% | 94 |
|
|
2018
Q2 | $1.13M | Buy |
4,542
+50
| +1% | +$12.4K | 0.13% | 100 |
|
|
2018
Q1 | $1.09M | Sell |
4,492
-1,882
| -30% | -$472K | 0.15% | 92 |
|
|
2017
Q4 | $1.56M | Buy |
6,374
+272
| +4% | +$65K | 0.22% | 61 |
|
|
2017
Q3 | $1.44M | Sell |
6,102
-190
| -3% | -$43K | 0.23% | 58 |
|
|
2017
Q2 | $1.4M | Buy |
6,292
+5
| +0.1% | +$1.1K | 0.29% | 49 |
|
|
2017
Q1 | $1.38M | Sell |
6,287
-1,047
| -14% | -$223K | 0.38% | 44 |
|
|
2016
Q4 | $1.51M | Buy |
7,334
+3,620
| +97% | +$726K | 0.37% | 28 |
|
|
2016
Q3 | $738K | Buy |
3,714
+289
| +8% | +$57.3K | 0.23% | 45 |
|
|
2016
Q2 | $658K | Buy |
+3,425
| New | +$652K | 0.2% | 45 |
|
Other funds holding VOO
VGA
AA
Lido Advisors's VOO Position: Q1 2026 in Review
Lido Advisors reduced its Vanguard S&P 500 ETF (VOO) stake by 22% in Q1 2026, selling an estimated $69.6M and leaving 401,695 shares worth $240M. The position accounts for 0.73% of the portfolio, ranked #19.
Lido Advisors first reported a position in VOO in Q2 2016 and has held it in 40 quarters since. The position peaked at $317M in Q4 2025. 3,829 funds tracked by Wall St. Rank hold VOO as of Q1 2026.
- Lido Advisors held 401,695 shares of Vanguard S&P 500 ETF worth $240M as of Q1 2026.
- Lido Advisors sold 111,321 Vanguard S&P 500 ETF shares in Q1 2026, an estimated $69.6M.
- Vanguard S&P 500 ETF made up 0.73% of Lido Advisors's portfolio in Q1 2026, its #19 holding.
- Lido Advisors first reported a position in Vanguard S&P 500 ETF in Q2 2016 and has held it in 40 quarters since.
- Lido Advisors's Vanguard S&P 500 ETF position peaked at $317M in Q4 2025.
- 3,829 funds tracked by Wall St. Rank held Vanguard S&P 500 ETF as of Q1 2026.
Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.