Lido Advisors
VTI icon

Lido Advisors’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Lido Advisors’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$162M Sell
437,760
-13,401
-3% -$4.79M 0.44% 28
2026
Q1 		$145M Sell
451,161
-752
-0.2% -$252K 0.44% 30
2025
Q4 		$149M Buy
451,913
+5,344
+1% +$1.78M 0.45% 32
2025
Q3 		$147M Buy
446,569
+27,464
+7% +$8.68M 0.46% 31
2025
Q2 		$128M Buy
419,105
+25,022
+6% +$7.04M 0.5% 26
2025
Q1 		$108M Sell
394,083
-10,491
-3% -$3.05M 0.49% 25
2024
Q4 		$117M Buy
404,574
+2,058
+0.5% +$600K 0.53% 22
2024
Q3 		$114M Buy
402,516
+65,205
+19% +$17.8M 0.57% 18
2024
Q2 		$90.6M Sell
337,311
-12,923
-4% -$3.34M 0.5% 25
2024
Q1 		$91M Buy
350,234
+13,608
+4% +$3.37M 0.54% 21
2023
Q4 		$79.9M Buy
336,626
+9,580
+3% +$2.12M 0.54% 21
2023
Q3 		$69.5M Buy
327,046
+31,486
+11% +$6.97M 0.53% 21
2023
Q2 		$65.1M Buy
295,560
+2,956
+1% +$617K 0.46% 23
2023
Q1 		$14.2M Buy
292,604
+50,296
+21% +$10.1M 0.14% 87
2022
Q4 		$46.3M Buy
242,308
+103,411
+74% +$19.9M 0.57% 18
2022
Q3 		$26.9M Buy
138,897
+5,653
+4% +$1.13M 0.34% 32
2022
Q2 		$25.1M Buy
133,244
+60,006
+82% +$12.3M 0.33% 34
2022
Q1 		$16.7M Buy
73,238
+2,268
+3% +$510K 0.19% 60
2021
Q4 		$17.1M Buy
70,970
+1,971
+3% +$465K 0.19% 60
2021
Q3 		$15.3M Buy
68,999
+8,658
+14% +$1.97M 0.21% 59
2021
Q2 		$13.4M Sell
60,341
-1,311
-2% -$285K 0.19% 65
2021
Q1 		$12.7M Buy
61,652
+5,578
+10% +$1.13M 0.22% 55
2020
Q4 		$10.9M Buy
56,074
+7,909
+16% +$1.45M 0.23% 55
2020
Q3 		$8.2M Buy
48,165
+1,692
+4% +$285K 0.21% 59
2020
Q2 		$7.27M Sell
46,473
-28
-0.1% -$4.13K 0.22% 55
2020
Q1 		$5.99M Sell
46,501
-5,999
-11% -$928K 0.25% 54
2019
Q4 		$8.59M Sell
52,500
-378
-0.7% -$59.2K 0.34% 42
2019
Q3 		$7.99M Buy
52,878
+2,811
+6% +$424K 0.4% 42
2019
Q2 		$7.51M Buy
50,067
+4,512
+10% +$665K 0.43% 40
2019
Q1 		$6.59M Buy
45,555
+6,916
+18% +$965K 0.43% 40
2018
Q4 		$4.93M Buy
38,639
+9,345
+32% +$1.29M 0.49% 35
2018
Q3 		$4.4M Buy
29,294
+4,589
+19% +$675K 0.43% 35
2018
Q2 		$3.47M Buy
24,705
+1,706
+7% +$238K 0.4% 40
2018
Q1 		$3.12M Buy
22,999
+2,866
+14% +$402K 0.43% 42
2017
Q4 		$2.76M Buy
20,133
+292
+1% +$39.1K 0.39% 39
2017
Q3 		$2.63M Buy
19,841
+13,976
+238% +$1.77M 0.42% 36
2017
Q2 		$730K Sell
5,865
-75
-1% -$9.24K 0.15% 84
2017
Q1 		$731K Sell
5,940
-11
-0.2% -$1.32K 0.2% 77
2016
Q4 		$686K Sell
5,951
-214
-3% -$24.1K 0.17% 65
2016
Q3 		$686K Buy
6,165
+1
+0% +$111 0.21% 50
2016
Q2 		$661K Sell
6,164
-445
-7% -$47.2K 0.2% 44
2016
Q1 		$693K Buy
+6,609
New +$655K 0.23% 43

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Lido Advisors's VTI Position: Q2 2026 in Review

Lido Advisors reduced its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 3% in Q2 2026, selling an estimated $4.79M and leaving 437,760 shares worth $162M. The position accounts for 0.44% of the portfolio, ranked #28.

Lido Advisors first reported a position in VTI in Q1 2016 and has held it in 42 quarters since. 3,682 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

  • Lido Advisors held 437,760 shares of Vanguard Morningstar Total Stock Market ETF worth $162M as of Q2 2026.
  • Lido Advisors sold 13,401 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $4.79M.
  • Vanguard Morningstar Total Stock Market ETF made up 0.44% of Lido Advisors's portfolio in Q2 2026, its #28 holding.
  • Lido Advisors first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2016 and has held it in 42 quarters since.
  • 3,682 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

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