LEVEL FOUR ADVISORY SERVICES, LLC
Position in VIG — Vanguard Dividend Appreciation ETF
CIK 1696715
DALLAS, TX
Position in VIG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$9,743,508
+$489,232 QoQ
Shares Held
45,306
+7.6% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.50%
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 VIG Over Time
Shares Held
Position Value (USD)
All Filings in VIG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,743,508 | 45,306 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,254,276 | 42,107 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,138,519 | 37,715 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,638,489 | 37,321 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,260,075 | 37,425 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,302,304 | 37,289 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $10,576,998 | 53,403 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $9,868,653 | 54,060 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $8,742,818 | 47,877 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $8,158,240 | 47,877 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $7,671,110 | 49,370 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,095,023 | 49,837 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $7,319,325 | 47,525 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $6,443,906 | 42,436 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $4,410,811 | 32,634 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $4,692,042 | 32,704 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $5,240,849 | 32,319 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $5,573,631 | 32,452 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,262,617 | 21,241 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $4,122,676 | 26,634 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $3,851,142 | 26,184 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $3,434,101 | 24,326 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $4,530,247 | 35,211 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $4,450,730 | 37,982 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $4,076,874 | 39,432 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||