LEVEL FOUR ADVISORY SERVICES, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1696715
DALLAS, TX
Position in VB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$8,755,461
+$403,814 QoQ
Shares Held
33,428
+3.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,755,461 | 33,428 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,351,647 | 32,377 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,563,812 | 29,746 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $6,663,877 | 28,120 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $6,390,835 | 28,820 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,895,795 | 28,699 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $6,394,707 | 26,958 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,042,312 | 13,953 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,071,563 | 13,437 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $2,866,515 | 13,437 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,756,073 | 14,577 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,623,557 | 13,191 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $2,230,173 | 11,765 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $2,217,163 | 12,080 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,303,695 | 13,479 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,214,183 | 18,251 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $3,343,577 | 15,733 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,105,151 | 13,739 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,560,866 | 7,138 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $3,756,318 | 16,674 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $3,264,505 | 15,249 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $3,181,265 | 16,341 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $2,636,285 | 17,141 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $3,060,848 | 21,005 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $2,447,328 | 21,200 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||