Lido Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $69.2M | Buy |
196,660
+83,787
| +74% | +$29.3M | 0.18% | 85 |
|
|
2026
Q2 | $38.8M | Sell |
112,873
-81,424
| -42% | -$27.2M | 0.11% | 126 |
|
|
2026
Q1 | $58.1M | Buy |
194,297
+4,080
| +2% | +$1.28M | 0.18% | 84 |
|
|
2025
Q4 | $59.7M | Buy |
190,217
+163,667
| +616% | +$51.1M | 0.18% | 79 |
|
|
2025
Q3 | $8.2M | Buy |
26,550
+21,849
| +465% | +$6.47M | 0.03% | 338 |
|
|
2025
Q2 | $1.34M | Sell |
4,701
-14,852
| -76% | -$3.91M | 0.01% | 726 |
|
|
2025
Q1 | $5.03M | Buy |
19,553
+3,335
| +21% | +$903K | 0.02% | 339 |
|
|
2024
Q4 | $4.37M | Buy |
16,218
+209
| +1% | +$56.6K | 0.02% | 352 |
|
|
2024
Q3 | $4.22M | Buy |
16,009
+4,195
| +36% | +$1.06M | 0.02% | 338 |
|
|
2024
Q2 | $2.96M | Buy |
11,814
+809
| +7% | +$194K | 0.02% | 371 |
|
|
2024
Q1 | $2.64M | Buy |
+11,005
| New | +$2.52M | 0.02% | 379 |
|
|
2023
Q3 | – | Sell |
-1,180
| Closed | -$239K | – | 1323 |
|
|
2023
Q2 | $239K | Sell |
1,180
-5,660
| -83% | -$1.08M | ﹤0.01% | 1037 |
|
|
2023
Q1 | $1.28M | Buy |
6,840
+1,815
| +36% | +$330K | 0.01% | 425 |
|
|
2022
Q4 | $875K | Buy |
5,025
+2,639
| +111% | +$463K | 0.01% | 435 |
|
|
2022
Q3 | $390K | Buy |
2,386
+41
| +2% | +$7.45K | ﹤0.01% | 632 |
|
|
2022
Q2 | $404K | Hold |
2,345
| – | – | 0.01% | 611 |
|
|
2022
Q1 | $488K | Buy |
2,345
+509
| +28% | +$105K | 0.01% | 611 |
|
|
2021
Q4 | $405K | Hold |
1,836
| – | – | ﹤0.01% | 690 |
|
|
2021
Q3 | $368K | Hold |
1,836
| – | – | 0.01% | 689 |
|
|
2021
Q2 | $369K | Sell |
1,836
-4,267
| -70% | -$833K | 0.01% | 640 |
|
|
2021
Q1 | $1.13M | Hold |
6,103
| – | – | 0.02% | 311 |
|
|
2020
Q4 | $1.07M | Buy |
6,103
+551
| +10% | +$91.5K | 0.02% | 300 |
|
|
2020
Q3 | $869K | Buy |
5,552
+2,000
| +56% | +$308K | 0.02% | 283 |
|
|
2020
Q2 | $508K | Hold |
3,552
| – | – | 0.02% | 347 |
|
|
2020
Q1 | $421K | Sell |
3,552
-155
| -4% | -$21.8K | 0.02% | 355 |
|
|
2019
Q4 | $548K | Sell |
3,707
-471
| -11% | -$66.6K | 0.02% | 368 |
|
|
2019
Q3 | $570K | Hold |
4,178
| – | – | 0.03% | 305 |
|
|
2019
Q2 | $565K | Hold |
4,178
| – | – | 0.03% | 284 |
|
|
2019
Q1 | $545K | Sell |
4,178
-80
| -2% | -$10K | 0.04% | 275 |
|
|
2018
Q4 | $489K | Sell |
4,258
-515
| -11% | -$63.8K | 0.05% | 233 |
|
|
2018
Q3 | $640K | Buy |
+4,773
| New | +$625K | 0.06% | 190 |
|
|
2017
Q1 | – | Sell |
-18,785
| Closed | -$1.92M | – | 278 |
|
|
2016
Q4 | $1.92M | Buy |
+18,785
| New | +$1.88M | 0.47% | 21 |
|
Other funds holding VV
Lido Advisors's VV Position: Q3 2026 in Review
Lido Advisors increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 74% in Q3 2026, buying an estimated $29.3M and bringing the position to 196,660 shares worth $69.2M. The position accounts for 0.18% of the portfolio, ranked #85.
Lido Advisors first reported a position in VV in Q4 2016 and has held it in 32 quarters since. 1,150 funds tracked by Wall St. Rank hold VV as of Q3 2026.
- Lido Advisors held 196,660 shares of Vanguard Morningstar Large-Cap ETF worth $69.2M as of Q3 2026.
- Lido Advisors bought 83,787 Vanguard Morningstar Large-Cap ETF shares in Q3 2026, an estimated $29.3M.
- Vanguard Morningstar Large-Cap ETF made up 0.18% of Lido Advisors's portfolio in Q3 2026, its #85 holding.
- Lido Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2016 and has held it in 32 quarters since.
- 1,150 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q3 2026.
Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.