Lido Advisors, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1650150 Los Angeles, CA

Position in VB

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$38,267,297

+$1,007,452 QoQ

Shares Held

146,103

+1.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

22 quarters on record

Voting authority Sole 24% Shared 0% None 76%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$38,267,297	146,103	+1.1%	Shares	Sole	2026-05-13
2025-12-31	$37,259,845	144,446	+18.2%	Shares	Sole	2026-02-10
2025-09-30	$31,067,167	122,177	+22.6%	Shares	Sole	2025-11-14
2025-06-30	$23,624,062	99,688	+55.3%	Shares	Sole	2025-08-13
2025-03-31	$14,234,354	64,191	+4.5%	Shares	Defined	2025-05-15
2024-12-31	$14,762,322	61,438	+3.9%	Shares	Sole	2025-02-14
2024-09-30	$14,032,631	59,157	+8.2%	Shares	Sole	2024-11-14
2024-06-30	$11,926,133	54,697	+1.5%	Shares	Sole	2024-08-15
2024-03-31	$12,319,858	53,895	+3.6%	Shares	Sole	2024-05-15
2023-12-31	$11,096,359	52,015	-7.0%	Shares	Sole	2024-02-14
2023-09-30	$10,570,335	55,907	+6.6%	Shares	Sole	2023-11-14
2023-06-30	$10,432,575	52,454	+27.9%	Shares	Defined	2023-08-09
2023-03-31	$7,775,940	41,021	+564.6%	Shares	Defined	2023-05-15
2022-12-31	$1,132,808	6,172	+15.2%	Shares	Sole	2023-02-14
2022-09-30	$915,393	5,356	+36.9%	Shares	Sole	2022-11-14
2022-06-30	$688,942	3,912	-12.0%	Shares	Sole	2022-08-15
2022-03-31	$944,226	4,443	-10.8%	Shares	Sole	2022-05-17
2021-12-31	$1,125,981	4,982	+364.3%	Shares	Sole	2022-02-15
2021-09-30	$234,632	1,073	-27.7%	Shares	Sole	2022-02-15
2021-03-31	$317,908	1,485	-10.1%	Shares	Sole	2021-05-13
2020-12-31	$321,416	1,651	-65.2%	Shares	Sole	2021-02-08
2020-09-30	$729,627	4,744	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.