Lido Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History

Lido Advisors’s Portfolio VOO Stock Details VOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.49M	Buy	2,500 +400	+19%	+$250K	﹤0.01%	796
2025 Q4	$1.32M	Hold	2,100	–	–	﹤0.01%	879
2025 Q3	$1.29M	Hold	2,100	–	–	﹤0.01%	836
2025 Q2	$1.19M	Buy	+2,100	New	+$1.1M	﹤0.01%	773
2024 Q4	–	Sell	-700	Closed	-$369K	–	1610
2024 Q3	$369K	Sell	700 -700	-50%	-$356K	﹤0.01%	1075
2024 Q2	$700K	Buy	+1,400	New	+$674K	﹤0.01%	799

Other funds holding VOO

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return

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.