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 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 $49.2B AUM

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

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lido Advisors's VT Position: Q1 2026 in Review

Lido Advisors reduced its Vanguard Total World Stock ETF (VT) stake by 9% in Q1 2026, selling an estimated $2.24M and leaving 158,191 shares worth $21.6M. The position accounts for 0.07% of the portfolio, ranked #190.

Lido Advisors first reported a position in VT in Q1 2023 and has held it in 12 quarters since. The position peaked at $51.3M in Q3 2023. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

Lido Advisors held 158,191 shares of Vanguard Total World Stock ETF worth $21.6M as of Q1 2026.
Lido Advisors sold 15,591 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $2.24M.
Vanguard Total World Stock ETF made up 0.07% of Lido Advisors's portfolio in Q1 2026, its #190 holding.
Lido Advisors first reported a position in Vanguard Total World Stock ETF in Q1 2023 and has held it in 12 quarters since.
Lido Advisors's Vanguard Total World Stock ETF position peaked at $51.3M in Q3 2023.
1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.