Lido Advisors
VUG icon

Lido Advisors’s Vanguard Morningstar Growth ETF VUG Stock Holding History

Lido Advisors’s Portfolio VUG Stock Details VUG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$75.8M Sell
880,459
-165,515
-16% -$13.9M 0.21% 72
2026
Q1 		$76.1M Sell
1,045,974
-45,630
-4% -$3.55M 0.23% 70
2025
Q4 		$88.6M Buy
1,091,604
+232,470
+27% +$18.9M 0.26% 55
2025
Q3 		$68.7M Buy
859,134
+3,630
+0.4% +$277K 0.22% 66
2025
Q2 		$62.5M Buy
855,504
+447,606
+110% +$29.5M 0.24% 61
2025
Q1 		$25.2M Buy
407,898
+11,112
+3% +$749K 0.11% 115
2024
Q4 		$27.1M Buy
396,786
+303,690
+326% +$20.4M 0.12% 101
2024
Q3 		$5.96M Sell
93,096
-2,238
-2% -$139K 0.03% 287
2024
Q2 		$5.95M Buy
95,334
+1,494
+2% +$87.1K 0.03% 264
2024
Q1 		$5.38M Sell
93,840
-6,018
-6% -$331K 0.03% 271
2023
Q4 		$5.17M Sell
99,858
-7,212
-7% -$348K 0.04% 259
2023
Q3 		$4.86M Sell
107,070
-5,340
-5% -$252K 0.04% 246
2023
Q2 		$5.3M Buy
112,410
+16,104
+17% +$698K 0.04% 214
2023
Q1 		$4M Buy
96,306
+4,698
+5% +$183K 0.04% 234
2022
Q4 		$3.25M Buy
91,608
+5,616
+7% +$207K 0.04% 217
2022
Q3 		$3.07M Buy
85,992
+6,006
+8% +$241K 0.04% 194
2022
Q2 		$2.97M Sell
79,986
-3,726
-4% -$153K 0.04% 178
2022
Q1 		$4.01M Buy
83,712
+4,344
+5% +$205K 0.04% 168
2021
Q4 		$4.24M Buy
79,368
+1,746
+2% +$91K 0.05% 174
2021
Q3 		$3.75M Buy
77,622
+36
+0% +$1.79K 0.05% 185
2021
Q2 		$3.71M Buy
77,586
+13,914
+22% +$632K 0.05% 184
2021
Q1 		$2.73M Buy
63,672
+8,628
+16% +$369K 0.05% 187
2020
Q4 		$2.32M Buy
55,044
+5,172
+10% +$206K 0.05% 196
2020
Q3 		$1.89M Buy
49,872
+17,340
+53% +$640K 0.05% 174
2020
Q2 		$1.1M Sell
32,532
-3,684
-10% -$113K 0.03% 229
2020
Q1 		$946K Sell
36,216
-14,904
-29% -$446K 0.04% 234
2019
Q4 		$1.55M Buy
51,120
+30,048
+143% +$868K 0.06% 188
2019
Q3 		$584K Buy
21,072
+2,676
+15% +$74.2K 0.03% 302
2019
Q2 		$502K Buy
18,396
+6,552
+55% +$175K 0.03% 303
2019
Q1 		$309K Buy
11,844
+1,896
+19% +$46.8K 0.02% 380
2018
Q4 		$222K Buy
+9,948
New +$241K 0.02% 375

Other funds holding VUG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Lido Advisors's VUG Position: Q2 2026 in Review

Lido Advisors reduced its Vanguard Morningstar Growth ETF (VUG) stake by 16% in Q2 2026, selling an estimated $13.9M and leaving 880,459 shares worth $75.8M. The position accounts for 0.21% of the portfolio, ranked #72.

Lido Advisors first reported a position in VUG in Q4 2018 and has held it in 31 quarters since. The position peaked at $88.6M in Q4 2025. 2,888 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

  • Lido Advisors held 880,459 shares of Vanguard Morningstar Growth ETF worth $75.8M as of Q2 2026.
  • Lido Advisors sold 165,515 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $13.9M.
  • Vanguard Morningstar Growth ETF made up 0.21% of Lido Advisors's portfolio in Q2 2026, its #72 holding.
  • Lido Advisors first reported a position in Vanguard Morningstar Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Lido Advisors's Vanguard Morningstar Growth ETF position peaked at $88.6M in Q4 2025.
  • 2,888 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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