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Vanguard Short-Term Bond ETF shares owned by Level Wealth Management

Quarter-by-quarter ownership of Vanguard Short-Term Bond ETF (BSV) shares owned by Level Wealth Management from 13F filings

Historical chart of Level Wealth Management investment in Vanguard Short-Term Bond ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Short-Term Bond ETF held by Level Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Short-Term Bond ETF by Level Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 34k 78.91
2025-06-30 $2.6M 34k 78.70
2025-03-31 $2.1M 27k 78.28
2024-12-31 $1.7M 22k 77.27