Lido Advisors’s Vanguard 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 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 $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Lido Advisors's VTI Position: Q1 2026 in Review

Lido Advisors reduced its Vanguard Total Stock Market ETF (VTI) stake by 0.17% in Q1 2026, selling an estimated $252K and leaving 451,161 shares worth $145M. The position accounts for 0.44% of the portfolio, ranked #30.

Lido Advisors first reported a position in VTI in Q1 2016 and has held it in 41 quarters since. The position peaked at $149M in Q4 2025. 3,552 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Lido Advisors held 451,161 shares of Vanguard Total Stock Market ETF worth $145M as of Q1 2026.
Lido Advisors sold 752 Vanguard Total Stock Market ETF shares in Q1 2026, an estimated $252K.
Vanguard Total Stock Market ETF made up 0.44% of Lido Advisors's portfolio in Q1 2026, its #30 holding.
Lido Advisors first reported a position in Vanguard Total Stock Market ETF in Q1 2016 and has held it in 41 quarters since.
Lido Advisors's Vanguard Total Stock Market ETF position peaked at $149M in Q4 2025.
3,552 funds tracked by Wall St. Rank held Vanguard Total Stock Market ETF as of Q1 2026.

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