Lloyd Advisory Services’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

Lloyd Advisory Services’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-114	Closed	-$30K	–	996
2026 Q1	$30K	Buy	114 +16	+16%	+$4.33K	0.01%	334
2025 Q4	$25.3K	Buy	+98	New	+$25.1K	0.01%	306
2022 Q2	–	Sell	-9	Closed	-$2K	–	535
2022 Q1	$2K	Hold	9	–	–	﹤0.01%	545
2021 Q4	$2K	Hold	9	–	–	﹤0.01%	384
2021 Q3	$2K	Sell	9 -17	-65%	-$3.78K	﹤0.01%	354
2021 Q2	$6K	Sell	26 -1	-4%	-$222	﹤0.01%	317
2021 Q1	$6K	Hold	27	–	–	﹤0.01%	280
2020 Q4	$5K	Hold	27	–	–	﹤0.01%	254
2020 Q3	$4K	Hold	27	–	–	﹤0.01%	250
2020 Q2	$4K	Hold	27	–	–	﹤0.01%	238
2020 Q1	$3K	Buy	+27	New	+$4.06K	﹤0.01%	207

Other funds holding VB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Lloyd Advisory Services's VB Position: Q2 2026 in Review

Lloyd Advisory Services sold out of Vanguard Morningstar Small-Cap ETF (VB) in Q2 2026, closing a stake of 114 shares — an estimated $30K sold.

Lloyd Advisory Services first reported a position in VB in Q1 2020 and held it in 11 quarters. The position peaked at $30K in Q1 2026. 2,468 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Lloyd Advisory Services reported no remaining Vanguard Morningstar Small-Cap ETF position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 114 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $30K.
Lloyd Advisory Services first reported a position in Vanguard Morningstar Small-Cap ETF in Q1 2020 and held it in 11 quarters.
Lloyd Advisory Services's Vanguard Morningstar Small-Cap ETF position peaked at $30K in Q1 2026.
2,468 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.