Level Four Advisory Services’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$691K Buy
11,880
+4,993
+72% +$291K 0.02% 526
2026
Q1
$403K Buy
6,887
+951
+16% +$55.8K 0.01% 639
2025
Q4
$349K Buy
+5,936
New +$349K 0.01% 653
2024
Q3
Sell
-3,836
Closed -$222K 807
2024
Q2
$222K Sell
3,836
-72,895
-95% -$4.21M 0.01% 685
2024
Q1
$4.48M Hold
76,731
0.25% 110
2023
Q4
$4.48M Sell
76,731
-13,008
-14% -$752K 0.25% 107
2023
Q3
$5.17M Buy
89,739
+49,293
+122% +$2.84M 0.33% 68
2023
Q2
$2.33M Buy
40,446
+11,380
+39% +$663K 0.14% 164
2023
Q1
$1.7M Buy
+29,066
New +$1.69M 0.11% 200
2022
Q1
Sell
-3,339
Closed -$203K 707
2021
Q4
$203K Buy
+3,339
New +$204K 0.02% 609

Other funds holding VGSH

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

Level Four Advisory Services increased its Vanguard Short-Term Treasury ETF (VGSH) stake by 72% in Q2 2026, buying an estimated $291K and bringing the position to 11,880 shares worth $691K. The position accounts for 0.02% of the portfolio, ranked #526.

Level Four Advisory Services first reported a position in VGSH in Q4 2021 and has held it in 10 quarters since. The position peaked at $5.17M in Q3 2023. 1,089 funds tracked by Wall St. Rank hold VGSH as of Q2 2026.

  • Level Four Advisory Services held 11,880 shares of Vanguard Short-Term Treasury ETF worth $691K as of Q2 2026.
  • Level Four Advisory Services bought 4,993 Vanguard Short-Term Treasury ETF shares in Q2 2026, an estimated $291K.
  • Vanguard Short-Term Treasury ETF made up 0.02% of Level Four Advisory Services's portfolio in Q2 2026, its #526 holding.
  • Level Four Advisory Services first reported a position in Vanguard Short-Term Treasury ETF in Q4 2021 and has held it in 10 quarters since.
  • Level Four Advisory Services's Vanguard Short-Term Treasury ETF position peaked at $5.17M in Q3 2023.
  • 1,089 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2026.

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