Vanguard S&p 500 Etf idx shares owned by Level Financial Advisors
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Level Financial Advisors
from 13F filings
Historical chart of Level Financial Advisors investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Level Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $55M | 89k | 612.38 |
| 2025-06-30 | $51M | 89k | 568.03 |
| 2025-03-31 | $47M | 90k | 513.91 |
| 2024-12-31 | $49M | 90k | 538.81 |
| 2024-09-30 | $50M | 94k | 527.67 |
| 2024-06-30 | $48M | 95k | 500.13 |
| 2024-03-31 | $46M | 96k | 480.70 |
| 2023-12-31 | $43M | 98k | 436.80 |
| 2023-09-30 | $38M | 96k | 392.70 |
| 2023-06-30 | $39M | 95k | 407.28 |
| 2023-03-31 | $36M | 95k | 376.07 |
| 2022-12-31 | $32M | 92k | 351.34 |
| 2022-09-30 | $29M | 88k | 328.30 |
| 2022-06-30 | $35M | 84k | 415.16 |
| 2022-03-31 | $35M | 84k | 415.16 |
| 2021-12-31 | $34M | 79k | 436.57 |