Ownership history in LEVEL FOUR ADVISORY SERVICES, LLC · 36 quarters on record
This page tracks every 13F SEC filing in which LEVEL FOUR ADVISORY SERVICES, LLC reported a position in VANGUARD INDEX FDS (VOO). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 65,829 | +7,264 | +12.4% | 1.35% | $41.3M | $627.13 |
| 2025 Q3 | ADDED | 58,565 | +2,149 | +3.8% | 1.23% | $35.9M | $610.65 |
| 2025 Q2 | ADDED | 56,416 | +7,644 | +15.7% | 1.18% | $32.0M | $564.81 |
| 2025 Q1 | REDUCED | 48,772 | -6,697 | -12.1% | 1.03% | $25.1M | $509.43 |
| 2024 Q4 | REDUCED | 55,469 | -5,301 | -8.7% | 1.22% | $29.9M | $532.26 |
| 2024 Q3 | ADDED | 60,770 | +2,862 | +4.9% | 1.34% | $31.8M | $519.60 |
| 2024 Q2 | ADDED | 57,908 | +35,243 | +155.5% | 1.31% | $29.0M | $490.95 |
| 2024 Q1 | UNCHANGED | 22,665 | — | 0% | 0.54% | $9.9M | $470.20 |
| 2023 Q4 | ADDED | 22,665 | +1,050 | +4.9% | 0.56% | $9.9M | $425.89 |
| 2023 Q3 | ADDED | 21,615 | +930 | +4.5% | 0.55% | $8.5M | $381.32 |
As of 2025 Q4 — sorted by position size