Lido Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

Lido Advisors’s Portfolio VT Stock Details VT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$22.4M	Sell	142,949 -15,242	-10%	-$2.33M	0.06%	209
2026 Q1	$21.6M	Sell	158,191 -15,591	-9%	-$2.24M	0.07%	190
2025 Q4	$24M	Sell	173,782 -4,940	-3%	-$691K	0.07%	174
2025 Q3	$24.3M	Buy	178,722 +20,835	+13%	+$2.77M	0.08%	166
2025 Q2	$20.3M	Buy	157,887 +5,142	+3%	+$615K	0.08%	153
2025 Q1	$17.7M	Sell	152,745 -26,669	-15%	-$3.19M	0.08%	154
2024 Q4	$21.1M	Sell	179,414 -10,725	-6%	-$1.29M	0.1%	126
2024 Q3	$22.8M	Sell	190,139 -32,064	-14%	-$3.69M	0.11%	90
2024 Q2	$25M	Sell	222,203 -14,573	-6%	-$1.61M	0.14%	77
2024 Q1	$26.2M	Buy	+236,776	New	+$25M	0.15%	68
2023 Q4	–	Sell	-550,742	Closed	-$51.3M	–	1444
2023 Q3	$51.3M	Buy	550,742 +224,332	+69%	+$21.8M	0.39%	29
2023 Q2	$31.2M	Buy	326,410 +10,791	+3%	+$1.01M	0.22%	48
2023 Q1	$29.1M	Buy	+315,619	New	+$28.6M	0.28%	45

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

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

Cambridge Associates Boston, Massachusetts $6.93B AUM 17.96% 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

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brandywine Trust Hockessin, Delaware $621M AUM 15.59% 1-Year Est. Return

Lido Advisors's VT Position: Q2 2026 in Review

Lido Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 9.6% in Q2 2026, selling an estimated $2.33M and leaving 142,949 shares worth $22.4M. The position accounts for 0.06% of the portfolio, ranked #209.

Lido Advisors first reported a position in VT in Q1 2023 and has held it in 13 quarters since. The position peaked at $51.3M in Q3 2023. 1,317 funds tracked by Wall St. Rank hold VT as of Q2 2026.

Lido Advisors held 142,949 shares of Vanguard Total World Stock ETF worth $22.4M as of Q2 2026.
Lido Advisors sold 15,242 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $2.33M.
Vanguard Total World Stock ETF made up 0.06% of Lido Advisors's portfolio in Q2 2026, its #209 holding.
Lido Advisors first reported a position in Vanguard Total World Stock ETF in Q1 2023 and has held it in 13 quarters since.
Lido Advisors's Vanguard Total World Stock ETF position peaked at $51.3M in Q3 2023.
1,317 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

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