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

Lido Advisors’s Portfolio VOOG Stock Details VOOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$868K	Buy	10,507 +1,249	+13%	+$99.1K	﹤0.01%	1160
2026 Q1	$629K	Buy	9,258 +654	+8%	+$47.3K	﹤0.01%	1180
2025 Q4	$625K	Sell	8,604 -6	-0.1%	-$442	﹤0.01%	1208
2025 Q3	$625K	Buy	8,610 +504	+6%	+$34.9K	﹤0.01%	1147
2025 Q2	$536K	Sell	8,106 -168	-2%	-$10K	﹤0.01%	1083
2025 Q1	$461K	Buy	+8,274	New	+$501K	﹤0.01%	1047
2024 Q3	–	Sell	-6,114	Closed	-$341K	–	1563
2024 Q2	$341K	Buy	+6,114	New	+$317K	﹤0.01%	1058
2024 Q1	–	Sell	-28,434	Closed	-$1.28M	–	1476
2023 Q4	$1.28M	Sell	28,434 -804	-3%	-$34.4K	0.01%	527
2023 Q3	$1.2M	Buy	29,238 +23,610	+420%	+$1M	0.01%	489
2023 Q2	$239K	Sell	5,628 -3,006	-35%	-$120K	﹤0.01%	1040
2023 Q1	$332K	Buy	+8,634	New	+$317K	﹤0.01%	840
2022 Q2	–	Sell	-4,974	Closed	-$228K	–	1073
2022 Q1	$228K	Buy	+4,974	New	+$225K	﹤0.01%	915

Other funds holding VOOG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

TPCW

TD Private Client Wealth New York $5.44B AUM 18.56% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Lido Advisors's VOOG Position: Q2 2026 in Review

Lido Advisors increased its Vanguard S&P 500 Growth ETF (VOOG) stake by 13% in Q2 2026, buying an estimated $99.1K and bringing the position to 10,507 shares worth $868K. The position accounts for ﹤0.01% of the portfolio, ranked #1160.

Lido Advisors first reported a position in VOOG in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.28M in Q4 2023. 747 funds tracked by Wall St. Rank hold VOOG as of Q2 2026.

Lido Advisors held 10,507 shares of Vanguard S&P 500 Growth ETF worth $868K as of Q2 2026.
Lido Advisors bought 1,249 Vanguard S&P 500 Growth ETF shares in Q2 2026, an estimated $99.1K.
Vanguard S&P 500 Growth ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1160 holding.
Lido Advisors first reported a position in Vanguard S&P 500 Growth ETF in Q1 2022 and has held it in 12 quarters since.
Lido Advisors's Vanguard S&P 500 Growth ETF position peaked at $1.28M in Q4 2023.
747 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q2 2026.

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