Vanguard Small-Cap Value ETF shares owned by Level Financial Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Level Financial Advisors
from 13F filings
Historical chart of Level Financial Advisors investment in Vanguard Small-Cap Value ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Small-Cap Value ETF held by Level Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Vanguard Small-Cap Value ETF by Level Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.3M | 6.5k | 191.87 |
2023-12-31 | $1.2M | 6.8k | 179.97 |
2023-09-30 | $1.1M | 6.8k | 159.49 |
2023-06-30 | $1.2M | 7.0k | 165.39 |
2023-03-31 | $1.2M | 7.5k | 158.76 |
2022-12-31 | $1.5M | 9.2k | 158.80 |
2022-09-30 | $2.4M | 17k | 143.42 |
2022-06-30 | $2.4M | 16k | 149.85 |
2022-03-31 | $2.9M | 16k | 175.94 |
2021-12-31 | $2.8M | 16k | 178.85 |