Level Four Advisory Services’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-7,632	Closed	-$566K	–	902
2025 Q4	$566K	Buy	7,632 +6	+0.1%	+$442	0.02%	541
2025 Q3	$554K	Buy	7,626 +12	+0.2%	+$830	0.02%	528
2025 Q2	$503K	Buy	7,614 +36	+0.5%	+$2.14K	0.02%	519
2025 Q1	$422K	Buy	7,578 +12	+0.2%	+$727	0.02%	542
2024 Q4	$462K	Sell	7,566 -3,462	-31%	-$208K	0.02%	517
2024 Q3	$630K	Sell	11,028 -36	-0.3%	-$2K	0.03%	458
2024 Q2	$615K	Sell	11,064 -18	-0.2%	-$933	0.03%	438
2024 Q1	$500K	Hold	11,082	–	–	0.03%	468
2023 Q4	$500K	Sell	11,082 -72	-0.6%	-$3.08K	0.03%	465
2023 Q3	$459K	Buy	11,154 +30	+0.3%	+$1.28K	0.03%	467
2023 Q2	$471K	Sell	11,124 -3,894	-26%	-$155K	0.03%	487
2023 Q1	$577K	Buy	+15,018	New	+$552K	0.04%	386
2022 Q2	–	Sell	-4,638	Closed	-$213K	–	665
2022 Q1	$213K	Buy	4,638 +6	+0.1%	+$271	0.02%	590
2021 Q4	$233K	Buy	+4,632	New	+$224K	0.02%	570
2020 Q2	–	Sell	-17,184	Closed	-$426K	–	587
2020 Q1	$426K	Sell	17,184 -564	-3%	-$16K	0.05%	334
2019 Q4	$516K	Sell	17,748 -1,446	-8%	-$40.2K	0.02%	373
2019 Q3	$517K	Sell	19,194 -2,562	-12%	-$69.4K	0.05%	318
2019 Q2	$584K	Sell	21,756 -6,090	-22%	-$160K	0.06%	297
2019 Q1	$718K	Sell	27,846 -6,882	-20%	-$169K	0.08%	244
2018 Q4	$781K	Sell	34,728 -8,112	-19%	-$196K	0.1%	211
2018 Q3	$1.13M	Sell	42,840 -330	-0.8%	-$8.48K	0.12%	176
2018 Q2	$1.05M	Buy	43,170 +270	+0.6%	+$6.49K	0.08%	229
2018 Q1	$995K	Sell	42,900 -4,974	-10%	-$119K	0.08%	238
2017 Q4	$1.09M	Buy	47,874 +438	+0.9%	+$9.79K	0.09%	216
2017 Q3	$1.02M	Buy	47,436 +912	+2%	+$19.2K	0.09%	212
2017 Q2	$913K	Hold	46,524	–	–	0.14%	159
2017 Q1	$913K	Buy	46,524 +5,514	+13%	+$106K	0.09%	216
2016 Q4	$747K	Buy	+41,010	New	+$741K	0.1%	209

Other funds holding VOOG

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

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

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

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

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

TPCW

TD Private Client Wealth New York $4.82B AUM 15.21% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Level Four Advisory Services sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2026, closing a stake of 7,632 shares — an estimated $566K sold.

Level Four Advisory Services first reported a position in VOOG in Q4 2016 and held it in 28 quarters. The position peaked at $1.13M in Q3 2018. 682 funds tracked by Wall St. Rank hold VOOG as of Q1 2026.

Level Four Advisory Services reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2026 after selling out during the quarter.
Level Four Advisory Services sold 7,632 Vanguard S&P 500 Growth ETF shares in Q1 2026, an estimated $566K.
Level Four Advisory Services first reported a position in Vanguard S&P 500 Growth ETF in Q4 2016 and held it in 28 quarters.
Level Four Advisory Services's Vanguard S&P 500 Growth ETF position peaked at $1.13M in Q3 2018.
682 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2026.

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