Level Four Advisory Services’s Vanguard Total World Stock ETF VT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.7M Buy
12,304
+1,300
+12% +$187K 0.06% 315
2025
Q4
$1.55M Buy
11,004
+1,083
+11% +$151K 0.05% 325
2025
Q3
$1.37M Buy
9,921
+3,620
+57% +$481K 0.05% 339
2025
Q2
$810K Buy
6,301
+92
+1% +$11K 0.03% 422
2025
Q1
$720K Buy
6,209
+732
+13% +$87.6K 0.03% 425
2024
Q4
$644K Sell
5,477
-404
-7% -$48.5K 0.03% 443
2024
Q3
$689K Buy
5,881
+1,887
+47% +$217K 0.03% 436
2024
Q2
$450K Buy
+3,994
New +$440K 0.02% 510

Other funds holding VT

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

Level Four Advisory Services increased its Vanguard Total World Stock ETF (VT) stake by 12% in Q1 2026, buying an estimated $187K and bringing the position to 12,304 shares worth $1.7M. The position accounts for 0.06% of the portfolio, ranked #315.

Level Four Advisory Services first reported a position in VT in Q2 2024 and has held it in 8 quarters since. 1,229 funds tracked by Wall St. Rank hold VT as of Q1 2026.

  • Level Four Advisory Services held 12,304 shares of Vanguard Total World Stock ETF worth $1.7M as of Q1 2026.
  • Level Four Advisory Services bought 1,300 Vanguard Total World Stock ETF shares in Q1 2026, an estimated $187K.
  • Vanguard Total World Stock ETF made up 0.06% of Level Four Advisory Services's portfolio in Q1 2026, its #315 holding.
  • Level Four Advisory Services first reported a position in Vanguard Total World Stock ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,229 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2026.

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