Level Four Advisory Services’s Vanguard Morningstar Large-Cap ETF VV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$270K	Buy	783 +33	+4%	+$11K	0.01%	806
2026 Q1	$224K	Buy	750 +96	+15%	+$30K	0.01%	798
2025 Q4	$206K	Sell	654 -121	-16%	-$37.8K	0.01%	800
2025 Q3	$239K	Buy	775 +30	+4%	+$8.88K	0.01%	729
2025 Q2	$213K	Buy	+745	New	+$196K	0.01%	738
2025 Q1	–	Sell	-744	Closed	-$201K	–	793
2024 Q4	$201K	Buy	+744	New	+$202K	0.01%	722
2024 Q3	–	Sell	-811	Closed	-$203K	–	809
2024 Q2	$203K	Sell	811 -331	-29%	-$79.5K	0.01%	704
2024 Q1	$249K	Hold	1,142	–	–	0.01%	663
2023 Q4	$249K	Sell	1,142 -14	-1%	-$2.86K	0.01%	661
2023 Q3	$226K	Buy	1,156 +95	+9%	+$19.3K	0.01%	654
2023 Q2	$215K	Buy	+1,061	New	+$203K	0.01%	721
2021 Q2	–	Sell	-1,505	Closed	-$279K	–	681
2021 Q1	$279K	Buy	1,505 +195	+15%	+$35.3K	0.02%	517
2020 Q4	$230K	Sell	1,310 -96	-7%	-$15.9K	0.02%	528
2020 Q3	$220K	Sell	1,406 -14	-1%	-$2.16K	0.02%	494
2020 Q2	$205K	Sell	1,420 -565	-28%	-$76.4K	0.02%	532
2020 Q1	$237K	Sell	1,985 -452	-19%	-$63.5K	0.03%	429
2019 Q4	$361K	Buy	2,437 +118	+5%	+$16.7K	0.01%	433
2019 Q3	$316K	Buy	2,319 +100	+5%	+$13.6K	0.03%	388
2019 Q2	$299K	Sell	2,219 -300	-12%	-$39.7K	0.03%	427
2019 Q1	$327K	Buy	2,519 +562	+29%	+$70.3K	0.04%	395
2018 Q4	$225K	Sell	1,957 -380	-16%	-$47K	0.03%	459
2018 Q3	$312K	Hold	2,337	–	–	0.03%	451
2018 Q2	$292K	Sell	2,337 -300	-11%	-$37.3K	0.02%	488
2018 Q1	$320K	Buy	2,637 +274	+12%	+$34.4K	0.02%	428
2017 Q4	$290K	Hold	2,363	–	–	0.02%	462
2017 Q3	$273K	Buy	2,363 +100	+4%	+$11.3K	0.02%	436
2017 Q2	$244K	Hold	2,263	–	–	0.04%	422
2017 Q1	$244K	Buy	+2,263	New	+$241K	0.02%	462

Other funds holding VV

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

NMIFOAC

National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Global Advisers Malvern, Pennsylvania $215B AUM

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

JFGLC

Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Level Four Advisory Services increased its Vanguard Morningstar Large-Cap ETF (VV) stake by 4.4% in Q2 2026, buying an estimated $11K and bringing the position to 783 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #806.

Level Four Advisory Services first reported a position in VV in Q1 2017 and has held it in 28 quarters since. The position peaked at $361K in Q4 2019. 1,369 funds tracked by Wall St. Rank hold VV as of Q2 2026.

Level Four Advisory Services held 783 shares of Vanguard Morningstar Large-Cap ETF worth $270K as of Q2 2026.
Level Four Advisory Services bought 33 Vanguard Morningstar Large-Cap ETF shares in Q2 2026, an estimated $11K.
Vanguard Morningstar Large-Cap ETF made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #806 holding.
Level Four Advisory Services first reported a position in Vanguard Morningstar Large-Cap ETF in Q1 2017 and has held it in 28 quarters since.
Level Four Advisory Services's Vanguard Morningstar Large-Cap ETF position peaked at $361K in Q4 2019.
1,369 funds tracked by Wall St. Rank held Vanguard Morningstar Large-Cap ETF as of Q2 2026.

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