Lido Advisors
VXF icon

Lido Advisors’s Vanguard Extended Market ETF VXF Stock Holding History

Lido Advisors’s Portfolio VXF Stock Details VXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.8M Sell
108,688
-27,113
-20% -$6.21M 0.07% 180
2026
Q1 		$27.9M Sell
135,801
-14,056
-9% -$3.01M 0.09% 155
2025
Q4 		$31.4M Buy
149,857
+36
+0% +$7.56K 0.09% 145
2025
Q3 		$31.4M Sell
149,821
-1,873
-1% -$379K 0.1% 134
2025
Q2 		$29.2M Sell
151,694
-6,603
-4% -$1.17M 0.11% 109
2025
Q1 		$27.3M Sell
158,297
-4,343
-3% -$822K 0.12% 103
2024
Q4 		$30.9M Sell
162,640
-3,988
-2% -$769K 0.14% 89
2024
Q3 		$30.3M Buy
166,628
+7,004
+4% +$1.22M 0.15% 71
2024
Q2 		$27M Sell
159,624
-4,259
-3% -$719K 0.15% 69
2024
Q1 		$28.7M Sell
163,883
-5,106
-3% -$848K 0.17% 62
2023
Q4 		$27.8M Sell
168,989
-7,190
-4% -$1.06M 0.19% 56
2023
Q3 		$25.3M Sell
176,179
-6,401
-4% -$960K 0.19% 56
2023
Q2 		$27.2M Buy
182,580
+30,216
+20% +$4.24M 0.19% 58
2023
Q1 		$21.4M Buy
152,364
+145,392
+2,085% +$20.6M 0.21% 61
2022
Q4 		$926K Sell
6,972
-62
-0.9% -$8.4K 0.01% 427
2022
Q3 		$893K Sell
7,034
-90
-1% -$12.7K 0.01% 396
2022
Q2 		$933K Sell
7,124
-20
-0.3% -$2.91K 0.01% 367
2022
Q1 		$1.18M Sell
7,144
-378
-5% -$62.2K 0.01% 362
2021
Q4 		$1.38M Buy
7,522
+1,008
+15% +$190K 0.02% 346
2021
Q3 		$1.19M Buy
6,514
+1,299
+25% +$242K 0.02% 363
2021
Q2 		$984K Buy
5,215
+482
+10% +$88.1K 0.01% 387
2021
Q1 		$837K Buy
+4,733
New +$841K 0.01% 373

Other funds holding VXF

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
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
Vanguard Advisers Inc
Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Lido Advisors's VXF Position: Q2 2026 in Review

Lido Advisors reduced its Vanguard Extended Market ETF (VXF) stake by 20% in Q2 2026, selling an estimated $6.21M and leaving 108,688 shares worth $26.8M. The position accounts for 0.07% of the portfolio, ranked #180.

Lido Advisors first reported a position in VXF in Q1 2021 and has held it in 22 quarters since. The position peaked at $31.4M in Q4 2025. 1,070 funds tracked by Wall St. Rank hold VXF as of Q2 2026.

  • Lido Advisors held 108,688 shares of Vanguard Extended Market ETF worth $26.8M as of Q2 2026.
  • Lido Advisors sold 27,113 Vanguard Extended Market ETF shares in Q2 2026, an estimated $6.21M.
  • Vanguard Extended Market ETF made up 0.07% of Lido Advisors's portfolio in Q2 2026, its #180 holding.
  • Lido Advisors first reported a position in Vanguard Extended Market ETF in Q1 2021 and has held it in 22 quarters since.
  • Lido Advisors's Vanguard Extended Market ETF position peaked at $31.4M in Q4 2025.
  • 1,070 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q2 2026.

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