Level Financial Advisors VCSH holdings history
VANGUARD S/T CORP BOND ETF · CUSIP 92206C409 · CIK 1871734
As of 2026-06-30, Level Financial Advisors reported 188.45K VCSH (shares), valued at $14.89M, or 3.33% of its reported non-derivative portfolio. Filed 2026-07-15.
Verify history & sources →Shares increased 2.28%; reported value increased 1.97%, and weight changed -0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.33% | 188,449 | SEC filing ↗Filed Jul 15, 2026 |
| Q1 2026 | 3.73% | 184,249 | SEC filing ↗Filed Apr 10, 2026 |
| Q4 2025 | 3.78% | 179,485 | SEC filing ↗Filed Jan 26, 2026 |
| Q3 2025 | 3.81% | 168,898 | SEC filing ↗Filed Oct 15, 2025 |
| Q2 2025 | 3.98% | 160,909 | SEC filing ↗Filed Jul 15, 2025 |
| Q1 2025 | 4.29% | 159,741 | SEC filing ↗Filed Apr 10, 2025 |
| Q4 2024 | 4.57% | 159,696 | SEC filing ↗Filed Jan 22, 2025 |
| Q3 2024 | 4.52% | 149,174 | SEC filing ↗Filed Oct 10, 2024 |
| Q2 2024 | 4.87% | 145,563 | SEC filing ↗Filed Jul 23, 2024 |
| Q1 2024 | 4.98% | 141,975 | SEC filing ↗Filed Apr 19, 2024 |
| Q4 2023 | 4.75% | 124,269 | SEC filing ↗Filed Jan 23, 2024 |
| Q3 2023 | 4.94% | 117,474 | SEC filing ↗Filed Oct 18, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 4.94% | 117,474 | $8.83M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 18, 2023 |
| Q4 2023 | 4.75% | 124,269 | $9.61M | Shares increased 5.78%; reported value increased 8.91%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2024 |
| Q1 2024 | 4.98% | 141,975 | $10.98M | Shares increased 14.25%; reported value increased 14.16%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 19, 2024 |
| Q2 2024 | 4.87% | 145,563 | $11.25M | Shares increased 2.53%; reported value increased 2.48%, and weight changed -0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 23, 2024 |
| Q3 2024 | 4.52% | 149,174 | $11.85M | Shares increased 2.48%; reported value increased 5.32%, and weight changed -0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 10, 2024 |
| Q4 2024 | 4.57% | 159,696 | $12.46M | Shares increased 7.05%; reported value increased 5.15%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2025 |
| Q1 2025 | 4.29% | 159,741 | $12.61M | Shares increased 0.03%; reported value increased 1.22%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 10, 2025 |
| Q2 2025 | 3.98% | 160,909 | $12.79M | Shares increased 0.73%; reported value increased 1.45%, and weight changed -0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2025 |
| Q3 2025 | 3.81% | 168,898 | $13.50M | Shares increased 4.96%; reported value increased 5.53%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 15, 2025 |
| Q4 2025 | 3.78% | 179,485 | $14.31M | Shares increased 6.27%; reported value increased 6.00%, and weight changed -0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2026 |
| Q1 2026 | 3.73% | 184,249 | $14.61M | Shares increased 2.65%; reported value increased 2.06%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 10, 2026 |
| Q2 2026 | 3.33% | 188,449 | $14.89M | Shares increased 2.28%; reported value increased 1.97%, and weight changed -0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 15, 2026 |
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