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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$21.2K Buy
+69
New +$19.9K 0.01% 310
2026
Q1
– Sell
-4
Closed -$1.16K – 1046
2025
Q4
$1.16K Buy
+4
New +$1.15K ﹤0.01% 475
2025
Q1
– Sell
-5,729
Closed -$1.45M – 119
2024
Q4
$1.45M Buy
+5,729
New +$1.47M 0.69% 35
2022
Q2
– Sell
-4
Closed -$1K – 550
2022
Q1
$1K Sell
4
-10
-71% -$2.21K ﹤0.01% 586
2021
Q4
$4K Sell
14
-93
-87% -$23.4K ﹤0.01% 361
2021
Q3
$25K Sell
107
-12,114
-99% -$2.93M 0.01% 233
2021
Q2
$2.89M Buy
12,221
+3
+0% +$673 1.46% 20
2021
Q1
$2.62M Buy
12,218
+536
+5% +$116K 1.43% 20
2020
Q4
$2.48M Buy
+11,682
New +$2.3M 1.35% 13
2020
Q3
– Sell
-68
Closed -$11K – 394
2020
Q2
$11K Buy
+68
New +$10.3K 0.01% 179

Other funds holding VOT

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

Lloyd Advisory Services opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 69 shares worth $21.2K. The stake represents 0.01% of the portfolio and ranks #310 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in VOT as recently as Q4 2025.

Lloyd Advisory Services first reported a position in VOT in Q2 2020 and has held it in 10 quarters since. The position peaked at $2.89M in Q2 2021. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Lloyd Advisory Services held 69 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $21.2K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF was a new Lloyd Advisory Services position in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #310 holding.
  • Lloyd Advisory Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2020 and has held it in 10 quarters since.
  • Lloyd Advisory Services's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.89M in Q2 2021.
  • 1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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