Lido Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Lido Advisors’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.53M	Sell	4,982 -15	-0.3%	-$4.33K	﹤0.01%	899
2026 Q1	$1.29M	Sell	4,997 -145	-3%	-$39.8K	﹤0.01%	867
2025 Q4	$1.5M	Buy	5,142 +84	+2%	+$24K	﹤0.01%	827
2025 Q3	$1.49M	Buy	5,058 +1,226	+32%	+$354K	﹤0.01%	782
2025 Q2	$1.09M	Buy	3,832 +939	+32%	+$242K	﹤0.01%	806
2025 Q1	$708K	Hold	2,893	–	–	﹤0.01%	907
2024 Q4	$734K	Buy	2,893 +179	+7%	+$46.1K	﹤0.01%	880
2024 Q3	$661K	Buy	2,714 +105	+4%	+$24.5K	﹤0.01%	857
2024 Q2	$600K	Sell	2,609 -238	-8%	-$54.6K	﹤0.01%	868
2024 Q1	$671K	Buy	+2,847	New	+$638K	﹤0.01%	792
2023 Q2	–	Sell	-1,446	Closed	-$282K	–	1309
2023 Q1	$282K	Buy	+1,446	New	+$277K	﹤0.01%	887
2022 Q2	–	Sell	-1,113	Closed	-$247K	–	1074
2022 Q1	$247K	Sell	1,113 -17	-2%	-$3.75K	﹤0.01%	882
2021 Q4	$287K	Buy	+1,130	New	+$285K	﹤0.01%	826
2021 Q1	–	Sell	-1,420	Closed	-$301K	–	904
2020 Q4	$301K	Buy	+1,420	New	+$280K	0.01%	623

Other funds holding VOT

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Lido Advisors's VOT Position: Q2 2026 in Review

Lido Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.3% in Q2 2026, selling an estimated $4.33K and leaving 4,982 shares worth $1.53M. The position accounts for ﹤0.01% of the portfolio, ranked #899.

Lido Advisors first reported a position in VOT in Q4 2020 and has held it in 14 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Lido Advisors held 4,982 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.53M as of Q2 2026.
Lido Advisors sold 15 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $4.33K.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #899 holding.
Lido Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 14 quarters since.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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