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Vanguard Instl Index shares owned by Level Wealth Management

Quarter-by-quarter ownership of Vanguard Instl Index (VBIL) shares owned by Level Wealth Management from 13F filings

Historical chart of Level Wealth Management investment in Vanguard Instl Index

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Instl Index 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 Instl Index by Level Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 26k 75.61

More positions owned by Level Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr National Mun Etf (MUB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)

View all positions for Level Wealth Management

Top funds holding Vanguard Instl Index

Oxbow Advisors
Evanson Asset Management
Armstrong Advisory Group
Royal Bank of Canada
Bridgewealth Advisory Group
Bragg Financial Advisors
Branch Banking & Trust Company
Putnam Fl Investment Management
Greenhaven Associates
UBS Group
Cypress Capital
Nicholas Hoffman & Company
Tower Research Capital
Pathway Financial Advisors
Benjamin Edwards

View all funds holding Vanguard Instl Index