Lloyd Advisory Services, LLC.
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1802474
SUWANEE, GA
Position in VB
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$29,858
+$4,579 QoQ
Shares Held
114
+16.3% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,858 | 114 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $25,279 | 98 | Shares | Sole | 2026-02-06 | |
| 2022-03-31 | $1,912 | 9 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $2,034 | 9 | Shares | Other | 2022-01-26 | |
| 2021-09-30 | $1,968 | 9 | Shares | Other | 2021-10-21 | |
| 2021-06-30 | $5,857 | 26 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $5,780 | 27 | Shares | Other | 2021-05-04 | |
| 2020-12-31 | $5,256 | 27 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $4,152 | 27 | Shares | Other | 2020-10-28 | |
| 2020-03-31 | $3,116 | 27 | Shares | Other | 2020-06-03 | |
| No filing history on record for this holder in this stock. | ||||||