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Vanguard Mortgage Bkd Sects ETF shares owned by Level Financial Advisors

Quarter-by-quarter ownership of Vanguard Mortgage Bkd Sects ETF (VMBS) shares owned by Level Financial Advisors from 13F filings

Historical chart of Level Financial Advisors investment in Vanguard Mortgage Bkd Sects ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Mortgage Bkd Sects ETF held by Level Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Mortgage Bkd Sects ETF by Level Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.1M 155k 45.61
2023-12-31 $6.2M 134k 46.36
2023-09-30 $5.9M 135k 43.78
2023-06-30 $5.7M 125k 45.99
2023-03-31 $5.6M 121k 46.55
2022-12-31 $4.6M 101k 45.52
2022-09-30 $3.1M 69k 45.09
2022-06-30 $683k 14k 47.83
2022-03-31 $217k 4.3k 50.01
2021-12-31 $175k 3.3k 52.70

More positions owned by Level Financial Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

View all positions for Level Financial Advisors

Top funds holding Vanguard Mortgage Bkd Sects ETF

Charles Schwab Investment Advisory
Bank of America Corporation
Jpmorgan Chase & Co
Bank of New York Mellon
Assetmark
Stifel Financial
Envestnet Portfolio Solutions
Mather Group
Lincoln National
Charles Schwab Investment Management
AE Wealth Management
Advisor Group Holdings
Raymond James & Associates
Acropolis Investment Management
Relative Value Partners

View all funds holding Vanguard Mortgage Bkd Sects ETF