Lloyd Advisory Services’s Vanguard Morningstar Growth ETF VUG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,496	Closed	-$182K	–	1011
2026 Q1	$182K	Sell	2,496 -19,470	-89%	-$1.51M	0.05%	156
2025 Q4	$1.79M	Sell	21,966 -300	-1%	-$24.3K	0.69%	23
2025 Q3	$1.78M	Buy	22,266 +120	+0.5%	+$9.17K	0.84%	22
2025 Q2	$1.62M	Buy	+22,146	New	+$1.46M	0.78%	27
2024 Q3	–	Sell	-25,698	Closed	-$1.6M	–	113
2024 Q2	$1.6M	Sell	25,698 -17,796	-41%	-$1.04M	0.75%	32
2024 Q1	$2.59M	Buy	+43,494	New	+$2.39M	0.55%	21
2022 Q2	–	Sell	-61,506	Closed	-$2.95M	–	555
2022 Q1	$2.95M	Sell	61,506 -4,002	-6%	-$189K	1.37%	19
2021 Q4	$3.5M	Buy	65,508 +57,606	+729%	+$3M	1.62%	20
2021 Q3	$382K	Buy	7,902 +6,222	+370%	+$310K	0.2%	43
2021 Q2	$80K	Buy	1,680 +1,578	+1,547%	+$71.7K	0.04%	130
2021 Q1	$5K	Buy	102 +78	+325%	+$3.34K	﹤0.01%	297
2020 Q4	$1K	Sell	24 -47,430	-100%	-$1.89M	﹤0.01%	352
2020 Q3	$1.8M	Buy	47,454 +46,692	+6,128%	+$1.72M	1.09%	12
2020 Q2	$26K	Sell	762 -24,516	-97%	-$754K	0.02%	152
2020 Q1	$660K	Buy	+25,278	New	+$757K	0.49%	15

Other funds holding VUG

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Lloyd Advisory Services sold out of Vanguard Morningstar Growth ETF (VUG) in Q2 2026, closing a stake of 2,496 shares — an estimated $182K sold.

Lloyd Advisory Services first reported a position in VUG in Q1 2020 and held it in 15 quarters. The position peaked at $3.5M in Q4 2021. 2,902 funds tracked by Wall St. Rank hold VUG as of Q2 2026.

Lloyd Advisory Services reported no remaining Vanguard Morningstar Growth ETF position as of Q2 2026 after selling out during the quarter.
Lloyd Advisory Services sold 2,496 Vanguard Morningstar Growth ETF shares in Q2 2026, an estimated $182K.
Lloyd Advisory Services first reported a position in Vanguard Morningstar Growth ETF in Q1 2020 and held it in 15 quarters.
Lloyd Advisory Services's Vanguard Morningstar Growth ETF position peaked at $3.5M in Q4 2021.
2,902 funds tracked by Wall St. Rank held Vanguard Morningstar Growth ETF as of Q2 2026.

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