Level Four Advisory Services’s Vanguard Information Technology ETF VGT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.44M	Buy	16,544 +8,152	+97%	+$751K	0.05%	347
2025 Q4	$791K	Buy	8,392 +1,784	+27%	+$170K	0.03%	459
2025 Q3	$617K	Sell	6,608 -600	-8%	-$52.4K	0.02%	507
2025 Q2	$598K	Sell	7,208 -1,952	-21%	-$142K	0.02%	482
2025 Q1	$621K	Buy	9,160 +1,672	+22%	+$126K	0.03%	456
2024 Q4	$582K	Sell	7,488 -152	-2%	-$11.7K	0.02%	461
2024 Q3	$556K	Sell	7,640 -264	-3%	-$18.8K	0.02%	484
2024 Q2	$570K	Sell	7,904 -13,216	-63%	-$879K	0.03%	457
2024 Q1	$1.28M	Hold	21,120	–	–	0.07%	263
2023 Q4	$1.28M	Buy	21,120 +2,992	+17%	+$167K	0.07%	261
2023 Q3	$940K	Sell	18,128 -264	-1%	-$14.4K	0.06%	291
2023 Q2	$1.02M	Sell	18,392 -152	-0.8%	-$7.63K	0.06%	290
2023 Q1	$894K	Sell	18,544 -392	-2%	-$17.3K	0.06%	301
2022 Q4	$756K	Buy	18,936 +648	+4%	+$26.4K	0.06%	306
2022 Q3	$703K	Sell	18,288 -176	-1%	-$7.74K	0.07%	256
2022 Q2	$754K	Sell	18,464 -896	-5%	-$40.4K	0.07%	269
2022 Q1	$1.01M	Sell	19,360 -2,664	-12%	-$137K	0.08%	242
2021 Q4	$1.26M	Buy	+22,024	New	+$1.21M	0.1%	214
2021 Q3	–	Sell	-4,840	Closed	-$241K	–	645
2021 Q2	$241K	Sell	4,840 -8,496	-64%	-$401K	0.02%	589
2021 Q1	$598K	Sell	13,336 -32	-0.2%	-$1.44K	0.05%	352
2020 Q4	$591K	Sell	13,368 -1,824	-12%	-$75K	0.05%	338
2020 Q3	$591K	Sell	15,192 -11,464	-43%	-$432K	0.05%	322
2020 Q2	$931K	Buy	26,656 +1,464	+6%	+$45.7K	0.07%	266
2020 Q1	$664K	Sell	25,192 -7,544	-23%	-$229K	0.08%	266
2019 Q4	$997K	Buy	32,736 +14,144	+76%	+$405K	0.04%	280
2019 Q3	$501K	Buy	18,592 +6,624	+55%	+$178K	0.05%	324
2019 Q2	$316K	Hold	11,968	–	–	0.03%	414
2019 Q1	$300K	Sell	11,968 -9,056	-43%	-$210K	0.03%	413
2018 Q4	$438K	Sell	21,024 -4,440	-17%	-$101K	0.05%	324
2018 Q3	$645K	Sell	25,464 -4,616	-15%	-$112K	0.07%	291
2018 Q2	$683K	Buy	30,080 +2,176	+8%	+$48.9K	0.05%	319
2018 Q1	$596K	Buy	27,904 +3,768	+16%	+$82.3K	0.05%	335
2017 Q4	$497K	Sell	24,136 -128	-0.5%	-$2.6K	0.04%	364
2017 Q3	$461K	Sell	24,264 -6,104	-20%	-$113K	0.04%	353
2017 Q2	$511K	Sell	30,368 -656	-2%	-$11.6K	0.08%	253
2017 Q1	$522K	Buy	31,024 +840	+3%	+$13.7K	0.05%	313
2016 Q4	$458K	Buy	+30,184	New	+$455K	0.06%	290

Other funds holding VGT

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

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Level Four Advisory Services increased its Vanguard Information Technology ETF (VGT) stake by 97% in Q1 2026, buying an estimated $751K and bringing the position to 16,544 shares worth $1.44M. The position accounts for 0.05% of the portfolio, ranked #347.

Level Four Advisory Services first reported a position in VGT in Q4 2016 and has held it in 37 quarters since. 1,974 funds tracked by Wall St. Rank hold VGT as of Q1 2026.

Level Four Advisory Services held 16,544 shares of Vanguard Information Technology ETF worth $1.44M as of Q1 2026.
Level Four Advisory Services bought 8,152 Vanguard Information Technology ETF shares in Q1 2026, an estimated $751K.
Vanguard Information Technology ETF made up 0.05% of Level Four Advisory Services's portfolio in Q1 2026, its #347 holding.
Level Four Advisory Services first reported a position in Vanguard Information Technology ETF in Q4 2016 and has held it in 37 quarters since.
1,974 funds tracked by Wall St. Rank held Vanguard Information Technology ETF as of Q1 2026.

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