Vanguard World shares owned by Level Financial Advisors
Quarter-by-quarter ownership of Vanguard World (VCEB) shares owned by Level Financial Advisors
from 13F filings
Historical chart of Level Financial Advisors investment in Vanguard World
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Quarterly reported holdings in Vanguard World by Level Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 19k | 64.20 |
| 2025-06-30 | $1.1M | 18k | 63.40 |
| 2025-03-31 | $1.1M | 18k | 62.92 |
| 2024-12-31 | $1.1M | 17k | 61.99 |
| 2024-09-30 | $883k | 14k | 64.88 |
| 2024-06-30 | $845k | 14k | 62.06 |
| 2024-03-31 | $804k | 13k | 62.75 |
| 2023-12-31 | $953k | 15k | 63.38 |
| 2023-09-30 | $783k | 13k | 59.39 |
| 2023-06-30 | $642k | 10k | 61.98 |
| 2023-03-31 | $493k | 7.9k | 62.70 |
| 2022-12-31 | $333k | 5.5k | 60.73 |
| 2022-09-30 | $250k | 4.2k | 59.30 |
| 2022-06-30 | $265k | 4.2k | 62.86 |