Lido Advisors
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Lido Advisors’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Lido Advisors’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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% 370
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% 367
2019
Q3 		$570K Hold
4,178
– – 0.03% 306
2019
Q2 		$565K Hold
4,178
– – 0.03% 282
2019
Q1 		$545K Sell
4,178
-80
-2% -$10K 0.04% 274
2018
Q4 		$489K Sell
4,258
-515
-11% -$63.8K 0.05% 232
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

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Lido Advisors's VV Position: Q2 2026 in Review

Lido Advisors reduced its Vanguard Morningstar Large-Cap ETF (VV) stake by 42% in Q2 2026, selling an estimated $27.2M and leaving 112,873 shares worth $38.8M. The position accounts for 0.11% of the portfolio, ranked #126.

Lido Advisors first reported a position in VV in Q4 2016 and has held it in 31 quarters since. The position peaked at $59.7M in Q4 2025. 1,374 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Lido Advisors held 112,873 shares of Vanguard Morningstar Large-Cap ETF worth $38.8M as of Q2 2026.
  • Lido Advisors sold 81,424 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $27.2M.
  • Vanguard Morningstar Large-Cap ETF made up 0.11% of Lido Advisors's portfolio in Q2 2026, its #126 holding.
  • Lido Advisors first reported a position in Vanguard Morningstar Large-Cap ETF in Q4 2016 and has held it in 31 quarters since.
  • Lido Advisors's Vanguard Morningstar Large-Cap ETF position peaked at $59.7M in Q4 2025.
  • 1,374 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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