Lloyd Advisory Services’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$941	Buy	16 +11	+220%	+$646	﹤0.01%	567
2026 Q1	$297	Sell	5 -251	-98%	-$14.1K	﹤0.01%	784
2025 Q4	$13.7K	Buy	+256	New	+$13.9K	0.01%	369
2022 Q4	–	Sell	-11,696	Closed	-$427K	–	55
2022 Q3	$427K	Sell	11,696 -4,045	-26%	-$164K	0.31%	37
2022 Q2	$656K	Sell	15,741 -1,651	-9%	-$71.3K	0.51%	27
2022 Q1	$802K	Buy	17,392 +337	+2%	+$16.2K	0.37%	37
2021 Q4	$844K	Buy	17,055 +25	+0.1%	+$1.26K	0.39%	33
2021 Q3	$852K	Buy	17,030 +117	+0.7%	+$6.05K	0.44%	29
2021 Q2	$919K	Sell	16,913 -399	-2%	-$21.3K	0.46%	30
2021 Q1	$901K	Sell	17,312 -140,332	-89%	-$7.47M	0.49%	29
2020 Q4	$7.9M	Buy	157,644 +1,672	+1%	+$78.6K	4.32%	9
2020 Q3	$6.75M	Sell	155,972 -16,425	-10%	-$714K	4.1%	6
2020 Q2	$6.83M	Buy	172,397 +93,937	+120%	+$3.48M	4.29%	6
2020 Q1	$2.63M	Sell	78,460 -11,284	-13%	-$460K	1.95%	11
2019 Q4	$3.99M	Buy	+89,744	New	+$3.8M	3.63%	9

Other funds holding VWO

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 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

WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return

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

Lloyd Advisory Services increased its Vanguard FTSE Emerging Markets ETF (VWO) stake by 220% in Q2 2026, buying an estimated $646 and bringing the position to 16 shares worth $941. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Lloyd Advisory Services first reported a position in VWO in Q4 2019 and has held it in 15 quarters since. The position peaked at $7.9M in Q4 2020. 2,598 funds tracked by Wall St. Rank hold VWO as of Q2 2026.

Lloyd Advisory Services held 16 shares of Vanguard FTSE Emerging Markets ETF worth $941 as of Q2 2026.
Lloyd Advisory Services bought 11 Vanguard FTSE Emerging Markets ETF shares in Q2 2026, an estimated $646.
Vanguard FTSE Emerging Markets ETF made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #567 holding.
Lloyd Advisory Services first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2019 and has held it in 15 quarters since.
Lloyd Advisory Services's Vanguard FTSE Emerging Markets ETF position peaked at $7.9M in Q4 2020.
2,598 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q2 2026.

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