Level Four Advisory Services’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$901K	Sell	18,042 -4	-0%	-$199	0.03%	441
2025 Q4	$893K	Buy	18,046 +320	+2%	+$16K	0.03%	436
2025 Q3	$898K	Buy	17,726 +338	+2%	+$17K	0.03%	431
2025 Q2	$874K	Buy	17,388 +1	+0%	+$50	0.03%	412
2025 Q1	$868K	Hold	17,387	–	–	0.04%	381
2024 Q4	$842K	Buy	17,387 +443	+3%	+$21.6K	0.03%	384
2024 Q3	$827K	Buy	16,944 +517	+3%	+$25.2K	0.03%	407
2024 Q2	$797K	Buy	16,427 +70	+0.4%	+$3.37K	0.04%	389
2024 Q1	$777K	Hold	16,357	–	–	0.04%	354
2023 Q4	$777K	Buy	16,357 +312	+2%	+$14.8K	0.04%	352
2023 Q3	$759K	Buy	16,045 +10,848	+209%	+$513K	0.05%	346
2023 Q2	$246K	Hold	5,197	–	–	0.01%	677
2023 Q1	$249K	Buy	+5,197	New	+$245K	0.02%	630
2020 Q2	–	Sell	-4,164	Closed	-$200K	–	589
2020 Q1	$200K	Buy	+4,164	New	+$204K	0.02%	459
2019 Q2	–	Sell	-4,984	Closed	-$243K	–	536
2019 Q1	$243K	Sell	4,984 -7,066	-59%	-$341K	0.03%	450
2018 Q4	$577K	Buy	12,050 +922	+8%	+$44.4K	0.07%	267
2018 Q3	$538K	Sell	11,128 -2,443	-18%	-$119K	0.06%	326
2018 Q2	$663K	Sell	13,571 -910	-6%	-$44.5K	0.05%	327
2018 Q1	$708K	Sell	14,481 -3,348	-19%	-$163K	0.05%	298
2017 Q4	$870K	Buy	17,829 +259	+1%	+$12.8K	0.07%	264
2017 Q3	$869K	Buy	17,570 +864	+5%	+$42.7K	0.08%	247
2017 Q2	$828K	Hold	16,706	–	–	0.13%	168
2017 Q1	$828K	Buy	+16,706	New	+$824K	0.08%	228

Other funds holding VTIP

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Level Four Advisory Services reduced its Vanguard Short-Term Inflation-Protected Securities Index Fund (VTIP) stake by 0.02% in Q1 2026, selling an estimated $199 and leaving 18,042 shares worth $901K. The position accounts for 0.03% of the portfolio, ranked #441.

Level Four Advisory Services first reported a position in VTIP in Q1 2017 and has held it in 23 quarters since. 911 funds tracked by Wall St. Rank hold VTIP as of Q1 2026.

Level Four Advisory Services held 18,042 shares of Vanguard Short-Term Inflation-Protected Securities Index Fund worth $901K as of Q1 2026.
Level Four Advisory Services sold 4 Vanguard Short-Term Inflation-Protected Securities Index Fund shares in Q1 2026, an estimated $199.
Vanguard Short-Term Inflation-Protected Securities Index Fund made up 0.03% of Level Four Advisory Services's portfolio in Q1 2026, its #441 holding.
Level Four Advisory Services first reported a position in Vanguard Short-Term Inflation-Protected Securities Index Fund in Q1 2017 and has held it in 23 quarters since.
911 funds tracked by Wall St. Rank held Vanguard Short-Term Inflation-Protected Securities Index Fund as of Q1 2026.

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