Level Four Advisory Services’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.5M	Buy	47,230 +9,499	+25%	+$3.4M	0.49%	33
2026 Q1	$12.1M	Buy	37,731 +3,249	+9%	+$1.09M	0.4%	47
2025 Q4	$11.6M	Buy	34,482 +1,961	+6%	+$652K	0.38%	50
2025 Q3	$10.7M	Buy	32,521 +1,101	+4%	+$348K	0.37%	52
2025 Q2	$9.55M	Buy	31,420 +367	+1%	+$103K	0.35%	63
2025 Q1	$8.53M	Sell	31,053 -700	-2%	-$203K	0.35%	66
2024 Q4	$9.2M	Buy	31,753 +406	+1%	+$118K	0.38%	58
2024 Q3	$8.81M	Buy	31,347 +3,982	+15%	+$1.09M	0.37%	50
2024 Q2	$7.32M	Sell	27,365 -4,269	-13%	-$1.1M	0.33%	65
2024 Q1	$7.5M	Hold	31,634	–	–	0.41%	48
2023 Q4	$7.5M	Sell	31,634 -4,540	-13%	-$1M	0.42%	47
2023 Q3	$7.68M	Sell	36,174 -1,161	-3%	-$257K	0.5%	36
2023 Q2	$8.22M	Buy	37,335 +670	+2%	+$140K	0.49%	38
2023 Q1	$7.48M	Buy	36,665 +674	+2%	+$135K	0.49%	36
2022 Q4	$6.88M	Buy	35,991 +2,944	+9%	+$567K	0.51%	41
2022 Q3	$5.93M	Buy	33,047 +505	+2%	+$101K	0.58%	35
2022 Q2	$6.14M	Buy	32,542 +1,063	+3%	+$218K	0.58%	37
2022 Q1	$7.17M	Sell	31,479 -1,516	-5%	-$341K	0.56%	32
2021 Q4	$7.97M	Buy	32,995 +18,668	+130%	+$4.41M	0.61%	29
2021 Q3	$3.18M	Sell	14,327 -15,471	-52%	-$3.53M	0.33%	87
2021 Q2	$6.64M	Sell	29,798 -1,037	-3%	-$225K	0.46%	44
2021 Q1	$6.37M	Buy	30,835 +592	+2%	+$120K	0.49%	38
2020 Q4	$5.89M	Buy	30,243 +265	+0.9%	+$48.4K	0.47%	47
2020 Q3	$5.11M	Sell	29,978 -5,874	-16%	-$988K	0.39%	58
2020 Q2	$5.61M	Sell	35,852 -4,998	-12%	-$737K	0.43%	48
2020 Q1	$5.27M	Sell	40,850 -6,062	-13%	-$937K	0.63%	30
2019 Q4	$7.68M	Buy	46,912 +7,293	+18%	+$1.14M	0.3%	104
2019 Q3	$5.98M	Buy	39,619 +2,126	+6%	+$320K	0.62%	28
2019 Q2	$5.63M	Sell	37,493 -155	-0.4%	-$22.8K	0.57%	36
2019 Q1	$5.45M	Sell	37,648 -10,663	-22%	-$1.49M	0.6%	37
2018 Q4	$6.17M	Buy	48,311 +12,222	+34%	+$1.69M	0.77%	24
2018 Q3	$5.4M	Sell	36,089 -6,928	-16%	-$1.02M	0.58%	35
2018 Q2	$6.04M	Buy	43,017 +1,300	+3%	+$181K	0.44%	55
2018 Q1	$5.66M	Buy	41,717 +10,462	+33%	+$1.47M	0.44%	52
2017 Q4	$4.29M	Sell	31,255 -774	-2%	-$104K	0.33%	66
2017 Q3	$4.15M	Sell	32,029 -26,091	-45%	-$3.3M	0.37%	58
2017 Q2	$7.01M	Hold	58,120	–	–	1.08%	15
2017 Q1	$7.01M	Buy	58,120 +12,824	+28%	+$1.54M	0.71%	28
2016 Q4	$5.22M	Buy	+45,296	New	+$5.1M	0.67%	28

Other funds holding VTI

RIM

Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Vanguard Advisers Inc Malvern, Pennsylvania $29.4B AUM

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Level Four Advisory Services's VTI Position: Q2 2026 in Review

Level Four Advisory Services increased its Vanguard Morningstar Total Stock Market ETF (VTI) stake by 25% in Q2 2026, buying an estimated $3.4M and bringing the position to 47,230 shares worth $17.5M. The position accounts for 0.49% of the portfolio, ranked #33.

Level Four Advisory Services first reported a position in VTI in Q4 2016 and has held it in 39 quarters since. 3,666 funds tracked by Wall St. Rank hold VTI as of Q2 2026.

Level Four Advisory Services held 47,230 shares of Vanguard Morningstar Total Stock Market ETF worth $17.5M as of Q2 2026.
Level Four Advisory Services bought 9,499 Vanguard Morningstar Total Stock Market ETF shares in Q2 2026, an estimated $3.4M.
Vanguard Morningstar Total Stock Market ETF made up 0.49% of Level Four Advisory Services's portfolio in Q2 2026, its #33 holding.
Level Four Advisory Services first reported a position in Vanguard Morningstar Total Stock Market ETF in Q4 2016 and has held it in 39 quarters since.
3,666 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.