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Vanguard Total Stock Market ETF shares owned by Level Financial Advisors

Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Level Financial Advisors from 13F filings

Historical chart of Level Financial Advisors investment in Vanguard Total Stock Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total Stock Market 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 Total Stock Market ETF by Level Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.3M 19k 283.16
2024-06-30 $5.0M 19k 267.51
2024-03-31 $4.8M 18k 259.90
2023-12-31 $4.4M 18k 237.22
2023-09-30 $3.9M 19k 212.41
2023-06-30 $4.2M 19k 220.28
2023-03-31 $3.7M 18k 204.10
2022-12-31 $3.3M 17k 191.18
2022-09-30 $2.7M 15k 179.48
2022-06-30 $1.5M 7.9k 188.60
2022-03-31 $484k 2.1k 227.44
2021-12-31 $214k 885 241.81