Lloyd Advisory Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$164K	Buy	511 +477	+1,403%	+$160K	0.05%	163
2025 Q4	$11.3K	Buy	+34	New	+$11.3K	﹤0.01%	385
2024 Q4	–	Sell	-5,131	Closed	-$1.45M	–	120
2024 Q3	$1.45M	Buy	5,131 +4,168	+433%	+$1.14M	0.7%	34
2024 Q2	$258K	Buy	+963	New	+$249K	0.12%	79
2022 Q4	–	Sell	-2,827	Closed	-$507K	–	54
2022 Q3	$507K	Sell	2,827 -12,108	-81%	-$2.41M	0.37%	35
2022 Q2	$2.82M	Buy	14,935 +14,931	+373,275%	+$3.07M	2.19%	11
2022 Q1	$1K	Sell	4 -14,700	-100%	-$3.31M	﹤0.01%	587
2021 Q4	$3.55M	Buy	14,704 +139	+1%	+$32.8K	1.64%	18
2021 Q3	$3.23M	Buy	+14,565	New	+$3.32M	1.66%	18
2020 Q3	–	Sell	-43	Closed	-$7K	–	396
2020 Q2	$7K	Sell	43 -1,409	-97%	-$208K	﹤0.01%	197
2020 Q1	$187K	Buy	1,452 +7	+0.5%	+$1.08K	0.14%	51
2019 Q4	$236K	Buy	+1,445	New	+$226K	0.21%	64

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

VAI

Vanguard Advisers Inc Malvern, Pennsylvania $25.5B AUM

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lloyd Advisory Services's VTI Position: Q1 2026 in Review

Lloyd Advisory Services increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 1,403% in Q1 2026, buying an estimated $160K and bringing the position to 511 shares worth $164K. The position accounts for 0.05% of the portfolio, ranked #163.

Lloyd Advisory Services first reported a position in VTI in Q4 2019 and has held it in 12 quarters since. The position peaked at $3.55M in Q4 2021. 3,556 funds tracked by Wall St. Rank hold VTI as of Q1 2026.

Lloyd Advisory Services held 511 shares of Vanguard Morningstar Total Stock Market ETF worth $164K as of Q1 2026.
Lloyd Advisory Services bought 477 Vanguard Morningstar Total Stock Market ETF shares in Q1 2026, an estimated $160K.
Vanguard Morningstar Total Stock Market ETF made up 0.05% of Lloyd Advisory Services's portfolio in Q1 2026, its #163 holding.
Lloyd Advisory Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2019 and has held it in 12 quarters since.
Lloyd Advisory Services's Vanguard Morningstar Total Stock Market ETF position peaked at $3.55M in Q4 2021.
3,556 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q1 2026.

Based on Lloyd Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.