Level Financial Advisors
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1871734
EAST AMHERST, NY
Position in VB
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$2,489,025
+$321,730 QoQ
Shares Held
9,503
+13.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
3.69%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,489,025 | 9,503 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,167,295 | 8,402 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,854,464 | 7,293 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,642,034 | 6,929 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,091,675 | 4,923 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $947,183 | 3,942 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $649,480 | 2,738 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $399,231 | 1,831 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $234,076 | 1,024 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $160,637 | 753 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $138,210 | 731 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $143,996 | 724 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $137,241 | 724 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $141,325 | 770 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $99,982 | 585 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $116,937 | 664 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $145,576 | 685 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $93,568 | 414 | Shares | Sole | 2022-01-20 | |
| No filing history on record for this holder in this stock. | ||||||