Level Four Advisory Services’s Vanguard Intermediate-Term Treasury ETF VGIT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.2M	Buy	20,132 +14,434	+253%	+$865K	0.04%	387
2025 Q4	$341K	Buy	+5,698	New	+$343K	0.01%	657
2019 Q2	–	Sell	-4,263	Closed	-$275K	–	535
2019 Q1	$275K	Sell	4,263 -765	-15%	-$48.7K	0.03%	432
2018 Q4	$319K	Sell	5,028 -225	-4%	-$14K	0.04%	386
2018 Q3	$326K	Buy	5,253 +19	+0.4%	+$1.19K	0.04%	443
2018 Q2	$327K	Buy	5,234 +1,132	+28%	+$70.6K	0.02%	458
2018 Q1	$258K	Sell	4,102 -227	-5%	-$14.3K	0.02%	463
2017 Q4	$277K	Hold	4,329	–	–	0.02%	472
2017 Q3	$280K	Sell	4,329 -60	-1%	-$3.9K	0.02%	430
2017 Q2	$283K	Hold	4,389	–	–	0.04%	385
2017 Q1	$283K	Hold	4,389	–	–	0.03%	426
2016 Q4	$281K	Buy	+4,389	New	+$286K	0.04%	376

Other funds holding VGIT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

ERSOT

Employees Retirement System of Texas Austin, Texas $11.4B AUM 21.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Level Four Advisory Services's VGIT Position: Q1 2026 in Review

Level Four Advisory Services increased its Vanguard Intermediate-Term Treasury ETF (VGIT) stake by 253% in Q1 2026, buying an estimated $865K and bringing the position to 20,132 shares worth $1.2M. The position accounts for 0.04% of the portfolio, ranked #387.

Level Four Advisory Services first reported a position in VGIT in Q4 2016 and has held it in 12 quarters since. 954 funds tracked by Wall St. Rank hold VGIT as of Q1 2026.

Level Four Advisory Services held 20,132 shares of Vanguard Intermediate-Term Treasury ETF worth $1.2M as of Q1 2026.
Level Four Advisory Services bought 14,434 Vanguard Intermediate-Term Treasury ETF shares in Q1 2026, an estimated $865K.
Vanguard Intermediate-Term Treasury ETF made up 0.04% of Level Four Advisory Services's portfolio in Q1 2026, its #387 holding.
Level Four Advisory Services first reported a position in Vanguard Intermediate-Term Treasury ETF in Q4 2016 and has held it in 12 quarters since.
954 funds tracked by Wall St. Rank held Vanguard Intermediate-Term Treasury ETF as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.