Level Four Advisory Services’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
Other funds holding VBR
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Level Four Advisory Services's VBR Position: Q2 2026 in Review
Level Four Advisory Services increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 1.9% in Q2 2026, buying an estimated $37.9K and bringing the position to 8,582 shares worth $2.09M. The position accounts for 0.06% of the portfolio, ranked #298.
Level Four Advisory Services first reported a position in VBR in Q4 2016 and has held it in 26 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.
- Level Four Advisory Services held 8,582 shares of Vanguard Morningstar Small-Cap Value ETF worth $2.09M as of Q2 2026.
- Level Four Advisory Services bought 163 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $37.9K.
- Vanguard Morningstar Small-Cap Value ETF made up 0.06% of Level Four Advisory Services's portfolio in Q2 2026, its #298 holding.
- Level Four Advisory Services first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2016 and has held it in 26 quarters since.
- 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.
Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.