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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.59M	Buy	6,181 +2,000	+48%	+$549K	0.05%	329
2025 Q4	$1.17M	Buy	4,181 +431	+11%	+$123K	0.04%	379
2025 Q3	$1.1M	Buy	3,750 +68	+2%	+$19.6K	0.04%	389
2025 Q2	$1.05M	Buy	3,682 +126	+4%	+$32.5K	0.04%	373
2025 Q1	$870K	Sell	3,556 -470	-12%	-$122K	0.04%	380
2024 Q4	$1.02M	Sell	4,026 -290	-7%	-$74.6K	0.04%	342
2024 Q3	$1.05M	Buy	4,316 +2,281	+112%	+$531K	0.04%	340
2024 Q2	$467K	Buy	+2,035	New	+$467K	0.02%	502
2021 Q3	–	Sell	-5,334	Closed	-$1.26M	–	647
2021 Q2	$1.26M	Buy	5,334 +1,593	+43%	+$357K	0.09%	240
2021 Q1	$803K	Sell	3,741 -4	-0.1%	-$868	0.06%	300
2020 Q4	$794K	Buy	3,745 +2,424	+183%	+$477K	0.06%	282
2020 Q3	$238K	Buy	+1,321	New	+$233K	0.02%	486
2020 Q1	–	Sell	-4,003	Closed	-$634K	–	581
2019 Q4	$634K	Buy	4,003 +290	+8%	+$44.2K	0.03%	349
2019 Q3	$550K	Buy	3,713 +403	+12%	+$60.4K	0.06%	306
2019 Q2	$494K	Buy	3,310 +1,198	+57%	+$175K	0.05%	326
2019 Q1	$302K	Hold	2,112	–	–	0.03%	411
2018 Q4	$253K	Sell	2,112 -107	-5%	-$13.7K	0.03%	431
2018 Q3	$316K	Sell	2,219 -190	-8%	-$26.6K	0.03%	448
2018 Q2	$324K	Buy	2,409 +159	+7%	+$21.1K	0.02%	462
2018 Q1	$292K	Sell	2,250 -7	-0.3%	-$920	0.02%	451
2017 Q4	$288K	Hold	2,257	–	–	0.02%	466
2017 Q3	$275K	Buy	2,257 +1	+0%	+$119	0.02%	434
2017 Q2	$252K	Hold	2,256	–	–	0.04%	415
2017 Q1	$252K	Sell	2,256 -17	-0.7%	-$1.89K	0.03%	453
2016 Q4	$240K	Buy	+2,273	New	+$238K	0.03%	407

Other funds holding VOT

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

Level Four Advisory Services increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 48% in Q1 2026, buying an estimated $549K and bringing the position to 6,181 shares worth $1.59M. The position accounts for 0.05% of the portfolio, ranked #329.

Level Four Advisory Services first reported a position in VOT in Q4 2016 and has held it in 25 quarters since. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Level Four Advisory Services held 6,181 shares of Vanguard Mid-Cap Growth ETF worth $1.59M as of Q1 2026.
Level Four Advisory Services bought 2,000 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $549K.
Vanguard Mid-Cap Growth ETF made up 0.05% of Level Four Advisory Services's portfolio in Q1 2026, its #329 holding.
Level Four Advisory Services first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2016 and has held it in 25 quarters since.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

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