Level Four Advisory Services’s Vanguard Mid-Cap ETF VO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.99M	Buy	111,268 +15,240	+16%	+$1.13M	0.26%	94
2025 Q4	$6.97M	Buy	96,028 +34,768	+57%	+$2.53M	0.23%	114
2025 Q3	$4.5M	Buy	61,260 +12,912	+27%	+$927K	0.15%	183
2025 Q2	$3.38M	Sell	48,348 -7,924	-14%	-$520K	0.12%	201
2025 Q1	$3.64M	Buy	56,272 +1,280	+2%	+$85.9K	0.15%	184
2024 Q4	$3.63M	Buy	54,992 +2,088	+4%	+$142K	0.15%	171
2024 Q3	$3.48M	Buy	52,904 +18,492	+54%	+$1.16M	0.15%	180
2024 Q2	$2.08M	Buy	34,412 +16,372	+91%	+$995K	0.09%	227
2024 Q1	$1.05M	Hold	18,040	–	–	0.06%	290
2023 Q4	$1.05M	Sell	18,040 -428	-2%	-$22.9K	0.06%	289
2023 Q3	$961K	Buy	18,468 +2,856	+18%	+$157K	0.06%	285
2023 Q2	$859K	Buy	15,612 +968	+7%	+$50.7K	0.05%	324
2023 Q1	$772K	Buy	14,644 +2,064	+16%	+$110K	0.05%	335
2022 Q4	$641K	Buy	12,580 +684	+6%	+$34.8K	0.05%	346
2022 Q3	$559K	Buy	11,896 +688	+6%	+$36K	0.05%	293
2022 Q2	$552K	Buy	11,208 +3,176	+40%	+$172K	0.05%	316
2022 Q1	$478K	Buy	8,032 +28	+0.3%	+$1.64K	0.04%	406
2021 Q4	$510K	Buy	8,004 +3,524	+79%	+$221K	0.04%	378
2021 Q3	$265K	Sell	4,480 -5,336	-54%	-$322K	0.03%	409
2021 Q2	$582K	Sell	9,816 -1,688	-15%	-$97.8K	0.04%	366
2021 Q1	$637K	Buy	11,504 +800	+7%	+$43.4K	0.05%	340
2020 Q4	$553K	Sell	10,704 -1,052	-9%	-$50.9K	0.04%	353
2020 Q3	$518K	Sell	11,756 -6,392	-35%	-$279K	0.04%	345
2020 Q2	$737K	Sell	18,148 -1,700	-9%	-$65.1K	0.06%	303
2020 Q1	$656K	Sell	19,848 -1,560	-7%	-$64.6K	0.08%	269
2019 Q4	$950K	Buy	21,408 +4,592	+27%	+$197K	0.04%	285
2019 Q3	$705K	Sell	16,816 -504	-3%	-$21.1K	0.07%	259
2019 Q2	$724K	Sell	17,320 -3,616	-17%	-$148K	0.07%	255
2019 Q1	$841K	Buy	20,936 +512	+3%	+$19.7K	0.09%	219
2018 Q4	$706K	Buy	20,424 +2,440	+14%	+$91.6K	0.09%	228
2018 Q3	$738K	Buy	17,984 +2,024	+13%	+$82.6K	0.08%	261
2018 Q2	$629K	Sell	15,960 -140	-0.9%	-$5.5K	0.05%	333
2018 Q1	$621K	Buy	16,100 +2,684	+20%	+$106K	0.05%	326
2017 Q4	$519K	Buy	13,416 +3,780	+39%	+$143K	0.04%	356
2017 Q3	$354K	Sell	9,636 -6,428	-40%	-$232K	0.03%	384
2017 Q2	$553K	Sell	16,064 -952	-6%	-$33.6K	0.09%	237
2017 Q1	$587K	Buy	17,016 +4,348	+34%	+$149K	0.06%	292
2016 Q4	$417K	Buy	+12,668	New	+$410K	0.05%	313

Other funds holding VO

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

Level Four Advisory Services increased its Vanguard Mid-Cap ETF (VO) stake by 16% in Q1 2026, buying an estimated $1.13M and bringing the position to 111,268 shares worth $7.99M. The position accounts for 0.26% of the portfolio, ranked #94.

Level Four Advisory Services first reported a position in VO in Q4 2016 and has held it in 38 quarters since. 2,384 funds tracked by Wall St. Rank hold VO as of Q1 2026.

Level Four Advisory Services held 111,268 shares of Vanguard Mid-Cap ETF worth $7.99M as of Q1 2026.
Level Four Advisory Services bought 15,240 Vanguard Mid-Cap ETF shares in Q1 2026, an estimated $1.13M.
Vanguard Mid-Cap ETF made up 0.26% of Level Four Advisory Services's portfolio in Q1 2026, its #94 holding.
Level Four Advisory Services first reported a position in Vanguard Mid-Cap ETF in Q4 2016 and has held it in 38 quarters since.
2,384 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2026.

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