Level Four Advisory Services’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Level Four Advisory Services’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$609K	Sell	4,667 -66	-1%	-$8.2K	0.02%	574
2026 Q1	$541K	Sell	4,733 -1,561	-25%	-$183K	0.02%	568
2025 Q4	$704K	Sell	6,294 -87	-1%	-$9.64K	0.02%	491
2025 Q3	$704K	Buy	6,381 +6	+0.1%	+$653	0.02%	476
2025 Q2	$669K	Sell	6,375 -74	-1%	-$7.36K	0.02%	462
2025 Q1	$637K	Buy	6,449 +10	+0.2%	+$1.05K	0.03%	453
2024 Q4	$679K	Sell	6,439 -4,862	-43%	-$528K	0.03%	433
2024 Q3	$1.18M	Sell	11,301 -179	-2%	-$18.3K	0.05%	311
2024 Q2	$1.14M	Sell	11,480 -133	-1%	-$13.2K	0.05%	307
2024 Q1	$1.09M	Hold	11,613	–	–	0.06%	282
2023 Q4	$1.09M	Buy	11,613 +334	+3%	+$28.7K	0.06%	282
2023 Q3	$953K	Buy	11,279 +34	+0.3%	+$3.02K	0.06%	288
2023 Q2	$996K	Sell	11,245 -430	-4%	-$36.2K	0.06%	292
2023 Q1	$989K	Buy	11,675 +5,633	+93%	+$485K	0.06%	282
2022 Q4	$494K	Buy	6,042 +152	+3%	+$12.4K	0.04%	400
2022 Q3	$438K	Buy	5,890 +156	+3%	+$12.8K	0.04%	336
2022 Q2	$439K	Sell	5,734 -18	-0.3%	-$1.5K	0.04%	362
2022 Q1	$523K	Buy	5,752 +170	+3%	+$15.3K	0.04%	377
2021 Q4	$534K	Buy	+5,582	New	+$526K	0.04%	369
2020 Q2	–	Sell	-5,544	Closed	-$269K	–	579
2020 Q1	$269K	Sell	5,544 -668	-11%	-$41.9K	0.03%	408
2019 Q4	$432K	Sell	6,212 -282	-4%	-$18.9K	0.02%	395
2019 Q3	$424K	Sell	6,494 -462	-7%	-$30K	0.04%	349
2019 Q2	$457K	Sell	6,956 -456	-6%	-$29.5K	0.05%	341
2019 Q1	$474K	Sell	7,412 -13,304	-64%	-$828K	0.05%	328
2018 Q4	$1.16M	Sell	20,716 -3,982	-16%	-$245K	0.14%	155
2018 Q3	$1.68M	Buy	24,698 +2,726	+12%	+$185K	0.18%	134
2018 Q2	$1.45M	Sell	21,972 -238	-1%	-$15.5K	0.11%	186
2018 Q1	$1.41M	Buy	22,210 +3,484	+19%	+$225K	0.11%	173
2017 Q4	$1.2M	Buy	18,726 +118	+0.6%	+$7.36K	0.09%	200
2017 Q3	$1.12M	Sell	18,608 -354	-2%	-$20.8K	0.1%	194
2017 Q2	$1.08M	Hold	18,962	–	–	0.17%	133
2017 Q1	$1.08M	Buy	18,962 +7,784	+70%	+$447K	0.11%	185
2016 Q4	$622K	Buy	+11,178	New	+$598K	0.08%	234

Other funds holding IVOO

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

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

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

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

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

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return

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

Level Four Advisory Services's IVOO Position: Q2 2026 in Review

Level Four Advisory Services reduced its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 1.4% in Q2 2026, selling an estimated $8.2K and leaving 4,667 shares worth $609K. The position accounts for 0.02% of the portfolio, ranked #574.

Level Four Advisory Services first reported a position in IVOO in Q4 2016 and has held it in 33 quarters since. The position peaked at $1.68M in Q3 2018. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Level Four Advisory Services held 4,667 shares of Vanguard S&P Mid-Cap 400 ETF worth $609K as of Q2 2026.
Level Four Advisory Services sold 66 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $8.2K.
Vanguard S&P Mid-Cap 400 ETF made up 0.02% of Level Four Advisory Services's portfolio in Q2 2026, its #574 holding.
Level Four Advisory Services first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2016 and has held it in 33 quarters since.
Level Four Advisory Services's Vanguard S&P Mid-Cap 400 ETF position peaked at $1.68M in Q3 2018.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.