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Lido Advisors, LLC: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lido Advisors, LLC on VUG, newest first. How the timeline and the estimate are built.

Lido Advisors, LLC held 880,459 VUG shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 880,459 shares
    Change vs previous 13F +706,130 shares

    0.27% of the 13F portfolio, value $75,842,914.

    13F-HR 0001172661-26-003159 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 174,329 shares
    Change vs previous 13F -7,605 shares

    0.3% of the 13F portfolio, value $76,146,682.

    13F-HR 0001172661-26-001805 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 181,934 shares
    Change vs previous 13F +38,745 shares

    0.35% of the 13F portfolio, value $88,605,769.

    13F-HR 0001172661-26-000582 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 143,189 shares
    Change vs previous 13F +605 shares

    0.28% of the 13F portfolio, value $68,686,377.

    13F-HR 0001172661-25-004894 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 142,584 shares
    Change vs previous 13F +74,601 shares

    0.33% of the 13F portfolio, value $62,518,658.

    13F-HR 0001172661-25-003111 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 67,983 shares
    Change vs previous 13F +1,852 shares

    0.15% of the 13F portfolio, value $25,209,525.

    13F-HR 0001172661-25-002184 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 66,131 shares
    Change vs previous 13F +50,615 shares

    0.17% of the 13F portfolio, value $27,142,857.

    13F-HR 0001172661-25-001102 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 15,516 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $5,957,367.

    13F-HR 0001172661-24-004928 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).