Vanguard Small-Cap ETF shares owned by Level Financial Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Level Financial Advisors
from 13F filings
Historical chart of Level Financial Advisors investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Level Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 7.3k | 254.30 |
| 2025-06-30 | $1.6M | 6.9k | 236.97 |
| 2025-03-31 | $1.1M | 4.9k | 221.74 |
| 2024-12-31 | $947k | 3.9k | 240.28 |
| 2024-09-30 | $649k | 2.7k | 237.17 |
| 2024-06-30 | $399k | 1.8k | 218.01 |
| 2024-03-31 | $234k | 1.0k | 228.54 |
| 2023-12-31 | $161k | 753 | 213.38 |
| 2023-09-30 | $138k | 731 | 189.11 |
| 2023-06-30 | $144k | 724 | 199.01 |
| 2023-03-31 | $137k | 724 | 189.48 |
| 2022-12-31 | $141k | 770 | 183.12 |
| 2022-09-30 | $100k | 585 | 170.94 |
| 2022-06-30 | $146k | 685 | 213.14 |
| 2022-03-31 | $146k | 685 | 213.14 |
| 2021-12-31 | $94k | 414 | 227.05 |