Lido Advisors, LLC Vanguard Small Cap Value ETF Transaction History

Lido Advisors, LLC

  • $31.4 Billion
  • Q3 2025

A detailed history of Lido Advisors, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Lido Advisors, LLC holds 23,220 shares of VBR stock, worth $4.77 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
23,220
Previous 15,991 45.21%
Holding current value
$4.77 Million
Previous $3.12 Million 55.42%
% of portfolio
0.02%
Previous 0.01%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$195.41 - $212.37 $1.41 Million - $1.54 Million
7,229 Added 45.21%
23,220 $4.85 Million
Q2 2025

Aug 13, 2025
BUY
$162.76 - $195.77 $1.59 Million - $1.91 Million
9,780 Added 157.46%
15,991 $3.12 Million
Q1 2025

May 15, 2025
SELL
$183.02 - $207.75 $34,773 - $39,472
-190 Reduced 2.97%
6,211 $1.16 Million
Q4 2024

Feb 14, 2025
BUY
$197.36 - $217.3 $53,089 - $58,453
269 Added 4.39%
6,401 $1.27 Million
Q3 2024

Nov 14, 2024
SELL
$179.99 - $201.6 $79,375 - $88,905
-441 Reduced 6.71%
6,132 $1.23 Million
Q2 2024

Aug 14, 2024
SELL
$177.65 - $191.11 $27,891 - $30,004
-157 Reduced 2.33%
6,573 $1.2 Million
Q1 2024

May 15, 2024
BUY
$172.45 - $191.88 $153,652 - $170,965
891 Added 15.26%
6,730 $1.29 Million
Q4 2023

Feb 14, 2024
SELL
$149.18 - $181.94 $96,817 - $118,079
-649 Reduced 10.0%
5,839 $1.05 Million
Q3 2023

Nov 14, 2023
SELL
$157.33 - $174.39 $621,925 - $689,363
-3,953 Reduced 37.86%
6,488 $1.03 Million
Q2 2023

Aug 09, 2023
SELL
$150.74 - $165.4 $356,047 - $390,674
-2,362 Reduced 18.45%
10,441 $1.73 Million
Q1 2023

May 15, 2023
SELL
$150.22 - $177.69 $205,050 - $242,546
-1,365 Reduced 9.63%
12,803 $2.03 Million
Q4 2022

Feb 14, 2023
SELL
$147.25 - $169.54 $109,848 - $126,476
-746 Reduced 5.0%
14,168 $2.25 Million
Q3 2022

Nov 14, 2022
BUY
$143.4 - $172.87 $76,288 - $91,966
532 Added 3.7%
14,914 $2.14 Million
Q2 2022

Aug 15, 2022
SELL
$146.67 - $178.24 $324,874 - $394,801
-2,215 Reduced 13.35%
14,382 $2.15 Million
Q1 2022

May 17, 2022
BUY
$165.62 - $182.58 $420,343 - $463,388
2,538 Added 18.05%
16,597 $2.92 Million
Q4 2021

Feb 15, 2022
BUY
$168.72 - $185.72 $80,479 - $88,588
477 Added 3.51%
14,059 $2.51 Million
Q3 2021

Feb 15, 2022
BUY
$162.66 - $175.73 $1.89 Million - $2.04 Million
11,630 Added 595.8%
13,582 $2.3 Million
Q3 2021

Nov 12, 2021
SELL
$162.66 - $175.73 $1.9 Million - $2.05 Million
-11,676 Reduced 85.68%
1,952 $2.3 Million
Q2 2021

Aug 12, 2021
SELL
$166.46 - $180.76 $22,805 - $24,764
-137 Reduced 1.0%
13,628 $2.37 Million
Q1 2021

May 13, 2021
BUY
$139.89 - $172.72 $532,701 - $657,717
3,808 Added 38.24%
13,765 $2.28 Million
Q4 2020

Feb 08, 2021
BUY
$111.89 - $142.79 $169,737 - $216,612
1,517 Added 17.97%
9,957 $1.42 Million
Q3 2020

Nov 12, 2020
BUY
$102.46 - $117.9 $240,473 - $276,711
2,347 Added 38.52%
8,440 $934,000
Q2 2020

Aug 12, 2020
BUY
$81.16 - $120.46 $287,306 - $426,428
3,540 Added 138.66%
6,093 $652,000
Q1 2020

May 13, 2020
SELL
$75.8 - $139.04 $56,395 - $103,445
-744 Reduced 22.57%
2,553 $227,000
Q4 2019

Feb 07, 2020
BUY
$123.74 - $138.15 $139,826 - $156,109
1,130 Added 52.15%
3,297 $452,000
Q3 2019

Nov 12, 2019
BUY
$128.22 - $131.67 $4,744 - $4,871
37 Added 1.74%
2,167 $279,000
Q2 2019

Aug 14, 2019
SELL
N/A
-172 Reduced 7.47%
2,130 $279,000
Q1 2019

May 10, 2019
BUY
N/A
110 Added 5.02%
2,302 $297,000
Q4 2018

Feb 14, 2019
BUY
N/A
168 Added 8.3%
2,192 $250,000
Q3 2018

Nov 14, 2018
BUY
N/A
120 Added 6.3%
2,024 $283,000
Q2 2018

Aug 14, 2018
BUY
N/A
174 Added 10.06%
1,904 $258,000
Q1 2018

May 10, 2018
BUY
N/A
1,730 New
1,730 $223,000

Others Institutions Holding VBR

# of Institutions
1,795
Shares Held
91.3M
Call Options Held
70.1K
Put Options Held
8.2K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Lido Advisors, LLC Portfolio

Follow Lido Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lido Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lido Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email