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Level Financial Advisors: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Level Financial Advisors on VUG, newest first. How the timeline and the estimate are built.

Level Financial Advisors held 176,907 VUG shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 176,907 shares
    Change vs previous 13F +152,623 shares

    3.41% of the 13F portfolio, value $15,238,801.

    13F-HR 0001871734-26-000003 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 24,284 shares
    Change vs previous 13F +3,394 shares

    2.71% of the 13F portfolio, value $10,607,110.

    13F-HR 0001871734-26-000002 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 20,890 shares
    Change vs previous 13F +2,428 shares

    2.69% of the 13F portfolio, value $10,191,573.

    13F-HR 0001871734-26-000001 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 18,462 shares
    Change vs previous 13F +1,316 shares

    2.5% of the 13F portfolio, value $8,854,532.

    13F-HR 0001871734-25-000006 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 17,146 shares
    Change vs previous 13F +4,572 shares

    2.34% of the 13F portfolio, value $7,516,927.

    13F-HR 0001871734-25-000003 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,574 shares
    Change vs previous 13F +2,164 shares

    1.59% of the 13F portfolio, value $4,662,792.

    13F-HR 0001871734-25-000002 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 10,410 shares
    Change vs previous 13F +3,543 shares

    1.57% of the 13F portfolio, value $4,272,500.

    13F-HR 0001871734-25-000001 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,867 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $2,636,408.

    13F-HR 0001871734-24-000008 filed by Level Financial Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).