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

Lido Advisors’s Portfolio VOOV Stock Details VOOV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$579K	Sell	2,642 -191	-7%	-$41.2K	﹤0.01%	1385
2026 Q1	$578K	Buy	2,833 +914	+48%	+$191K	﹤0.01%	1225
2025 Q4	$383K	Buy	1,919 +2	+0.1%	+$405	﹤0.01%	1433
2025 Q3	$383K	Buy	1,917 +50	+3%	+$9.71K	﹤0.01%	1358
2025 Q2	$352K	Buy	1,867 +1	+0.1%	+$180	﹤0.01%	1262
2025 Q1	$344K	Buy	+1,866	New	+$349K	﹤0.01%	1157

Other funds holding VOOV

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

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

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

SWM

Shakespeare Wealth Management Pewaukee, Wisconsin $378M AUM 20.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Lido Advisors's VOOV Position: Q2 2026 in Review

Lido Advisors reduced its Vanguard S&P 500 Value ETF (VOOV) stake by 6.7% in Q2 2026, selling an estimated $41.2K and leaving 2,642 shares worth $579K. The position accounts for ﹤0.01% of the portfolio, ranked #1385.

Lido Advisors first reported a position in VOOV in Q1 2025 and has held it in 6 quarters since. 453 funds tracked by Wall St. Rank hold VOOV as of Q2 2026.

Lido Advisors held 2,642 shares of Vanguard S&P 500 Value ETF worth $579K as of Q2 2026.
Lido Advisors sold 191 Vanguard S&P 500 Value ETF shares in Q2 2026, an estimated $41.2K.
Vanguard S&P 500 Value ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1385 holding.
Lido Advisors first reported a position in Vanguard S&P 500 Value ETF in Q1 2025 and has held it in 6 quarters since.
453 funds tracked by Wall St. Rank held Vanguard S&P 500 Value ETF as of Q2 2026.

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