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
Q1 		$27.7M Sell
276,952
-44,696
-14% -$4.66M 0.11% 156
2025
Q4 		$31.6M Sell
321,648
-306
-0.1% -$30.4K 0.12% 144
2025
Q3 		$31.5M Buy
321,954
+7,437
+2% +$690K 0.13% 133
2025
Q2 		$27.4M Buy
314,517
+39,380
+14% +$3.2M 0.14% 120
2025
Q1 		$22.2M Sell
275,137
-11,060
-4% -$970K 0.13% 129
2024
Q4 		$25.6M Buy
286,197
+33,163
+13% +$3.06M 0.16% 106
2024
Q3 		$22.6M Sell
253,034
-69,700
-22% -$6.03M 0.17% 92
2024
Q2 		$26.6M Sell
322,734
-11,354
-3% -$928K 0.22% 70
2024
Q1 		$28.4M Sell
334,088
-26,594
-7% -$2.14M 0.25% 63
2023
Q4 		$29.3M Sell
360,682
-72,607
-17% -$5.26M 0.29% 53
2023
Q3 		$31M Sell
433,289
-58,900
-12% -$4.47M 0.35% 47
2023
Q2 		$37.2M Sell
492,189
-69,802
-12% -$5.03M 0.42% 39
2023
Q1 		$40.5M Buy
561,991
+558,050
+14,160% +$41.5M 0.57% 28
2022
Q4 		$277K Buy
+3,941
New +$283K ﹤0.01% 812

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Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $19.8B AUM 31.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return