Lido Advisors
VTWO icon

Lido Advisors’s Vanguard Russell 2000 ETF VTWO Stock Holding History

Lido Advisors’s Portfolio VTWO Stock Details VTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28.5M Sell
234,831
-42,121
-15% -$4.78M 0.08% 171
2026
Q1 		$27.7M Sell
276,952
-44,696
-14% -$4.66M 0.08% 156
2025
Q4 		$31.6M Sell
321,648
-306
-0.1% -$30.4K 0.09% 144
2025
Q3 		$31.5M Buy
321,954
+7,437
+2% +$690K 0.1% 133
2025
Q2 		$27.4M Buy
314,517
+39,380
+14% +$3.2M 0.11% 120
2025
Q1 		$22.2M Sell
275,137
-11,060
-4% -$970K 0.1% 129
2024
Q4 		$25.6M Buy
286,197
+33,163
+13% +$3.06M 0.12% 106
2024
Q3 		$22.6M Sell
253,034
-69,700
-22% -$6.03M 0.11% 92
2024
Q2 		$26.6M Sell
322,734
-11,354
-3% -$928K 0.15% 70
2024
Q1 		$28.4M Sell
334,088
-26,594
-7% -$2.14M 0.17% 63
2023
Q4 		$29.3M Sell
360,682
-72,607
-17% -$5.26M 0.2% 53
2023
Q3 		$31M Sell
433,289
-58,900
-12% -$4.47M 0.24% 47
2023
Q2 		$37.2M Sell
492,189
-69,802
-12% -$5.03M 0.27% 39
2023
Q1 		$40.5M Buy
561,991
+558,050
+14,160% +$41.5M 0.39% 28
2022
Q4 		$277K Buy
+3,941
New +$283K ﹤0.01% 812

Other funds holding VTWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Lido Advisors's VTWO Position: Q2 2026 in Review

Lido Advisors reduced its Vanguard Russell 2000 ETF (VTWO) stake by 15% in Q2 2026, selling an estimated $4.78M and leaving 234,831 shares worth $28.5M. The position accounts for 0.08% of the portfolio, ranked #171.

Lido Advisors first reported a position in VTWO in Q4 2022 and has held it in 15 quarters since. The position peaked at $40.5M in Q1 2023. 741 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

  • Lido Advisors held 234,831 shares of Vanguard Russell 2000 ETF worth $28.5M as of Q2 2026.
  • Lido Advisors sold 42,121 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $4.78M.
  • Vanguard Russell 2000 ETF made up 0.08% of Lido Advisors's portfolio in Q2 2026, its #171 holding.
  • Lido Advisors first reported a position in Vanguard Russell 2000 ETF in Q4 2022 and has held it in 15 quarters since.
  • Lido Advisors's Vanguard Russell 2000 ETF position peaked at $40.5M in Q1 2023.
  • 741 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

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