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
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Level Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 5.7k | 208.71 |
| 2025-06-30 | $1.1M | 5.8k | 195.00 |
| 2025-03-31 | $1.1M | 6.0k | 186.28 |
| 2024-12-31 | $1.2M | 6.2k | 198.17 |
| 2024-09-30 | $1.3M | 6.3k | 200.79 |
| 2024-06-30 | $1.2M | 6.6k | 182.53 |
| 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 | $2.9M | 16k | 175.94 |
| 2022-03-31 | $2.9M | 16k | 175.94 |
| 2021-12-31 | $2.8M | 16k | 178.85 |