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	$37K	Buy	+100	New	+$35.8K	﹤0.01%	2094

Other funds holding VTI

RIM

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

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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.