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Vanguard Wellington shares owned by Level Financial Advisors

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Level Financial Advisors from 13F filings

Historical chart of Level Financial Advisors investment in Vanguard Wellington

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All positions including Vanguard Wellington held by Level Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Level Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $231k 2.3k 100.70
2023-12-31 $232k 2.3k 101.41
2023-09-30 $81k 821 98.70

More positions owned by Level Financial Advisors

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

View all positions for Level Financial Advisors

Top funds holding Vanguard Wellington

Jane Street
Beaird Harris Wealth Management
Wealth Enhancement Advisory Services
Capital Investment Services of America
Bank Of Montreal
Raymond James & Associates
Bank of America Corporation
Diversified Portfolios
Kades & Cheifetz
Taylor, Cottrill, Erickson & Associates
Evanson Asset Management
Sterling Financial Planning
Firestone Capital Management
Silver Oak Advisory Group
Mayport

View all funds holding Vanguard Wellington