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Lloyd Advisory Services’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

Lloyd Advisory Services’s Portfolio VV Stock Details VV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$114K Buy
+331
New +$110K 0.04% 167
2024
Q4 		– Sell
-5,094
Closed -$1.34M – 121
2024
Q3 		$1.34M Buy
+5,094
New +$1.29M 0.65% 36

Other funds holding VV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Lloyd Advisory Services opened a new position in Vanguard Morningstar Large-Cap ETF (VV) in Q2 2026: 331 shares worth $114K. The stake represents 0.04% of the portfolio and ranks #167 among its holdings. This is a return to the name: Lloyd Advisory Services previously reported a position in VV as recently as Q3 2024.

Lloyd Advisory Services first reported a position in VV in Q3 2024 and has held it in 2 quarters since. The position peaked at $1.34M in Q3 2024. 1,376 funds tracked by Wall St. Rank hold VV as of Q2 2026.

  • Lloyd Advisory Services held 331 shares of Vanguard Morningstar Large-Cap ETF worth $114K as of Q2 2026.
  • Vanguard Morningstar Large-Cap ETF was a new Lloyd Advisory Services position in Q2 2026.
  • Vanguard Morningstar Large-Cap ETF made up 0.04% of Lloyd Advisory Services's portfolio in Q2 2026, its #167 holding.
  • Lloyd Advisory Services first reported a position in Vanguard Morningstar Large-Cap ETF in Q3 2024 and has held it in 2 quarters since.
  • Lloyd Advisory Services's Vanguard Morningstar Large-Cap ETF position peaked at $1.34M in Q3 2024.
  • 1,376 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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