Level Four Advisory Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.74M	Buy	45,306 +3,199	+8%	+$713K	0.32%	67
2025 Q4	$9.25M	Buy	42,107 +4,392	+12%	+$960K	0.3%	73
2025 Q3	$8.14M	Buy	37,715 +394	+1%	+$82.7K	0.28%	82
2025 Q2	$7.64M	Sell	37,321 -104	-0.3%	-$20.2K	0.28%	86
2025 Q1	$7.26M	Buy	37,425 +136	+0.4%	+$27K	0.3%	87
2024 Q4	$7.3M	Sell	37,289 -16,114	-30%	-$3.22M	0.3%	83
2024 Q3	$10.4M	Sell	53,403 -657	-1%	-$125K	0.44%	41
2024 Q2	$9.87M	Buy	54,060 +6,183	+13%	+$1.11M	0.44%	41
2024 Q1	$8.16M	Hold	47,877	–	–	0.45%	44
2023 Q4	$8.16M	Sell	47,877 -1,493	-3%	-$240K	0.46%	43
2023 Q3	$7.67M	Sell	49,370 -467	-0.9%	-$75.7K	0.49%	38
2023 Q2	$8.1M	Buy	49,837 +2,312	+5%	+$362K	0.49%	39
2023 Q1	$7.32M	Buy	47,525 +5,089	+12%	+$780K	0.48%	39
2022 Q4	$6.44M	Buy	42,436 +9,802	+30%	+$1.46M	0.48%	46
2022 Q3	$4.41M	Sell	32,634 -70	-0.2%	-$10.4K	0.43%	52
2022 Q2	$4.69M	Buy	32,704 +385	+1%	+$58.6K	0.44%	53
2022 Q1	$5.24M	Sell	32,319 -133	-0.4%	-$21.5K	0.41%	58
2021 Q4	$5.57M	Buy	32,452 +11,211	+53%	+$1.85M	0.43%	52
2021 Q3	$3.26M	Sell	21,241 -5,393	-20%	-$859K	0.34%	86
2021 Q2	$4.12M	Buy	26,634 +450	+2%	+$69.1K	0.29%	85
2021 Q1	$3.85M	Buy	26,184 +1,858	+8%	+$264K	0.3%	81
2020 Q4	$3.43M	Sell	24,326 -10,885	-31%	-$1.48M	0.28%	96
2020 Q3	$4.53M	Sell	35,211 -2,771	-7%	-$349K	0.35%	66
2020 Q2	$4.45M	Sell	37,982 -1,450	-4%	-$165K	0.34%	67
2020 Q1	$4.08M	Sell	39,432 -15,684	-28%	-$1.87M	0.49%	41
2019 Q4	$6.87M	Buy	55,116 +2,554	+5%	+$309K	0.27%	113
2019 Q3	$6.29M	Buy	52,562 +4,479	+9%	+$528K	0.65%	26
2019 Q2	$5.54M	Buy	48,083 +3,642	+8%	+$409K	0.56%	37
2019 Q1	$4.87M	Sell	44,441 -2,793	-6%	-$294K	0.54%	41
2018 Q4	$4.63M	Buy	47,234 +3,860	+9%	+$403K	0.58%	40
2018 Q3	$4.8M	Buy	43,374 +929	+2%	+$99.9K	0.52%	42
2018 Q2	$4.31M	Buy	42,445 +819	+2%	+$83.5K	0.31%	75
2018 Q1	$4.21M	Sell	41,626 -4,091	-9%	-$424K	0.33%	73
2017 Q4	$4.67M	Buy	45,717 +3,055	+7%	+$301K	0.36%	64
2017 Q3	$4.04M	Buy	42,662 +6,576	+18%	+$614K	0.36%	63
2017 Q2	$3.22M	Hold	36,086	–	–	0.5%	49
2017 Q1	$3.22M	Buy	36,086 +14,608	+68%	+$1.29M	0.33%	70
2016 Q4	$1.83M	Buy	+21,478	New	+$1.81M	0.23%	85

Other funds holding VIG

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

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

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

VGA

Vanguard Global Advisers Malvern, Pennsylvania $187B AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

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

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

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

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

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

Level Four Advisory Services increased its Vanguard Dividend Appreciation ETF (VIG) stake by 7.6% in Q1 2026, buying an estimated $713K and bringing the position to 45,306 shares worth $9.74M. The position accounts for 0.32% of the portfolio, ranked #67.

Level Four Advisory Services first reported a position in VIG in Q4 2016 and has held it in 38 quarters since. The position peaked at $10.4M in Q3 2024. 2,514 funds tracked by Wall St. Rank hold VIG as of Q1 2026.

Level Four Advisory Services held 45,306 shares of Vanguard Dividend Appreciation ETF worth $9.74M as of Q1 2026.
Level Four Advisory Services bought 3,199 Vanguard Dividend Appreciation ETF shares in Q1 2026, an estimated $713K.
Vanguard Dividend Appreciation ETF made up 0.32% of Level Four Advisory Services's portfolio in Q1 2026, its #67 holding.
Level Four Advisory Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2016 and has held it in 38 quarters since.
Level Four Advisory Services's Vanguard Dividend Appreciation ETF position peaked at $10.4M in Q3 2024.
2,514 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q1 2026.

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