Lloyd Advisory Services’s Vanguard Russell 2000 ETF VTWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$410K	Sell	3,375 -71,000	-95%	-$8.06M	0.16%	74
2026 Q1	$7.45M	Buy	74,375 +72,248	+3,397%	+$7.53M	2.13%	10
2025 Q4	$212K	Sell	2,127 -15	-0.7%	-$1.49K	0.08%	113
2025 Q3	$209K	Buy	+2,142	New	+$199K	0.1%	95
2022 Q2	–	Sell	-2,174	Closed	-$180K	–	554
2022 Q1	$180K	Buy	2,174 +68	+3%	+$5.59K	0.08%	104
2021 Q4	$189K	Buy	2,106 +6	+0.3%	+$548	0.09%	92
2021 Q3	$186K	Buy	2,100 +12	+0.6%	+$1.07K	0.1%	81
2021 Q2	$193K	Buy	2,088 +16	+0.8%	+$1.45K	0.1%	80
2021 Q1	$185K	Sell	2,072 -312	-13%	-$27.5K	0.1%	69
2020 Q4	$189K	Sell	2,384 -334	-12%	-$23.6K	0.1%	54
2020 Q3	$164K	Sell	2,718 -240	-8%	-$14.6K	0.1%	55
2020 Q2	$171K	Buy	+2,958	New	+$156K	0.11%	60

Other funds holding VTWO

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

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

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

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Lloyd Advisory Services reduced its Vanguard Russell 2000 ETF (VTWO) stake by 95% in Q2 2026, selling an estimated $8.06M and leaving 3,375 shares worth $410K. The position accounts for 0.16% of the portfolio, ranked #74.

Lloyd Advisory Services first reported a position in VTWO in Q2 2020 and has held it in 12 quarters since. The position peaked at $7.45M in Q1 2026. 739 funds tracked by Wall St. Rank hold VTWO as of Q2 2026.

Lloyd Advisory Services held 3,375 shares of Vanguard Russell 2000 ETF worth $410K as of Q2 2026.
Lloyd Advisory Services sold 71,000 Vanguard Russell 2000 ETF shares in Q2 2026, an estimated $8.06M.
Vanguard Russell 2000 ETF made up 0.16% of Lloyd Advisory Services's portfolio in Q2 2026, its #74 holding.
Lloyd Advisory Services first reported a position in Vanguard Russell 2000 ETF in Q2 2020 and has held it in 12 quarters since.
Lloyd Advisory Services's Vanguard Russell 2000 ETF position peaked at $7.45M in Q1 2026.
739 funds tracked by Wall St. Rank held Vanguard Russell 2000 ETF as of Q2 2026.

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