Vanguard Index Funds - Vanguard Total Stock Market ETF
US ˙ ARCA ˙ US9229087690

SecurityVTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
InstitutionLevel Four Advisory Services, Llc
Latest Disclosed Ownership37,731 shares
Latest Disclosed Value $ 12,104,668
Level Four Advisory Services, Llc reports 9.42% increase in ownership of VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF

On May 14, 2026 - Level Four Advisory Services, Llc filed a 13F-HR form disclosing ownership of 37,731 shares of Vanguard Index Funds - Vanguard Total Stock Market ETF (US:VTI) valued at $12,104,482 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 34,482 shares of Vanguard Index Funds - Vanguard Total Stock Market ETF. This represents a change in shares of 9.42% during the quarter. The current value of the position is $14,022,726 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 37,731 3,249 9.42 12,105 4.71 0.3974
2026-02-13 2025-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 34,482 1,961 6.03 11,561 8.32 0.3783
2025-11-12 2025-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 32,521 1,101 3.50 10,673 11.76 0.3654
2025-08-13 2025-06-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 31,420 367 1.18 9,550 11.89 0.3519
2025-05-14 2025-03-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 31,053 -700 -2.20 8,535 -7.26 0.3510
2025-02-12 2024-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 31,753 406 1.30 9,202 4.46 0.3761
2024-11-14 2024-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 31,347 3,982 14.55 8,810 20.34 0.3708
2024-08-09 2024-06-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 27,365 -4,269 -13.49 7,320 -2.45 0.3300
2024-05-13 2024-03-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 31,634 0 0.00 7,504 0.00 0.4123
2024-02-08 2023-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 31,634 -4,540 -12.55 7,504 -2.33 0.4210
2023-11-13 2023-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 36,174 -1,161 -3.11 7,684 -6.58 0.4954
2023-07-10 2023-06-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 37,335 670 1.83 8,224 9.90 0.4941
2023-06-05 2023-03-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 36,665 674 1.87 7,483 8.75 0.4909
2023-02-13 2022-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 35,991 2,944 8.91 6,881 16.02 0.5108
2022-11-07 2022-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 33,047 505 1.55 5,931 -3.37 0.5764
2022-08-08 2022-06-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 32,542 1,063 3.38 6,138 -14.36 0.5789
2022-05-10 2022-03-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 31,479 -1,516 -4.59 7,167 -10.03 0.5614
2022-02-11 2021-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 32,995 18,668 130.30 7,966 150.42 0.6074
2021-10-12 2021-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 14,327 -15,471 -51.92 3,181 -52.09 0.3308
2021-08-09 2021-06-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 29,798 -1,037 -3.36 6,639 4.17 0.4591
2021-05-10 2021-03-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 30,835 592 1.96 6,373 8.27 0.4949
2021-02-10 2020-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 30,243 265 0.88 5,886 15.28 0.4724
2020-11-02 2020-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 29,978 -5,874 -16.38 5,106 -9.02 0.3933
2020-08-17 2020-06-30 13F/A-1 VANGUARD INDEX FDS TOTAL STK MKT 922908769 35,852 -4,998 -12.24 5,612 6.55 0.4341
2020-05-13 2020-03-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 40,850 -6,062 -12.92 5,267 -31.39 0.6318
2020-02-13 2019-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 46,912 7,293 18.41 7,677 28.34 0.3040
2019-11-12 2019-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 39,619 2,126 5.67 5,982 6.31 0.6190
2019-08-14 2019-06-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 37,493 -155 -0.41 5,627 3.29 0.5680
2019-05-15 2019-03-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 37,648 -10,663 -22.07 5,448 -11.64 0.6001
2019-02-07 2018-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 48,311 12,222 33.87 6,166 14.16 0.7689
2018-11-14 2018-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 36,089 -6,928 -16.11 5,401 -10.59 0.5837
2018-08-14 2018-06-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 43,017 1,300 3.12 6,041 6.69 0.4401
2018-05-14 2018-03-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 41,717 10,462 33.47 5,662 31.98 0.4390
2018-02-13 2017-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 31,255 -774 -2.42 4,290 3.42 0.3337
2018-04-03 2017-09-30 13F/A-1 VANGUARD INDEX FDS TOTAL STK MKT 922908769 32,029 -26,091 -44.89 4,148 -40.82 0.3677
2017-11-15 2017-09-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 59,894 1,774 7,842
2017-09-20 2017-06-30 13F/A-1 VANGUARD INDEX FDS TOTAL STK MKT 922908769 58,120 0 0.00 7,009 0.00 1.0791
2017-07-12 2017-06-30 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 58,120 0 7,009
2017-09-20 2017-03-31 13F/A-1 VANGUARD INDEX FDS TOTAL STK MKT 922908769 58,120 12,824 28.31 7,009 34.17 0.7139
2017-05-15 2017-03-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 58,120 12,824 7,009
2017-02-14 2016-12-31 13F VANGUARD INDEX FDS TOTAL STK MKT 922908769 45,296 45,296 5,224 0.6668
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.