Lloyd Advisory Services’s Vanguard Morningstar Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.41K	Sell	92 -1,508	-94%	-$117K	﹤0.01%	395
2026 Q1	$115K	Buy	+1,600	New	+$119K	0.03%	196
2025 Q2	–	Sell	-19,384	Closed	-$1.25M	–	120
2025 Q1	$1.25M	Buy	+19,384	New	+$1.3M	0.63%	34

Other funds holding VO

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

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

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

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Lloyd Advisory Services reduced its Vanguard Morningstar Mid-Cap ETF (VO) stake by 94% in Q2 2026, selling an estimated $117K and leaving 92 shares worth $7.41K. The position accounts for ﹤0.01% of the portfolio, ranked #395.

Lloyd Advisory Services first reported a position in VO in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.25M in Q1 2025. 2,471 funds tracked by Wall St. Rank hold VO as of Q2 2026.

Lloyd Advisory Services held 92 shares of Vanguard Morningstar Mid-Cap ETF worth $7.41K as of Q2 2026.
Lloyd Advisory Services sold 1,508 Vanguard Morningstar Mid-Cap ETF shares in Q2 2026, an estimated $117K.
Vanguard Morningstar Mid-Cap ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #395 holding.
Lloyd Advisory Services first reported a position in Vanguard Morningstar Mid-Cap ETF in Q1 2025 and has held it in 3 quarters since.
Lloyd Advisory Services's Vanguard Morningstar Mid-Cap ETF position peaked at $1.25M in Q1 2025.
2,471 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap ETF as of Q2 2026.

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