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Level Financial Advisors’s Vanguard Total Inflation-Protection Securities ETF VTP Stock Holding History

Level Financial Advisors’s Portfolio VTP Stock Details VTP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$356K Buy
+4,865
New +$365K 0.08% 77

Other funds holding VTP

MAM
Marotta Asset Management Charlottesville, Virginia $589M AUM 14.57% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Level Financial Advisors's VTP Position: Q3 2026 in Review

Level Financial Advisors opened a new position in Vanguard Total Inflation-Protection Securities ETF (VTP) in Q3 2026: 4,865 shares worth $356K. The stake represents 0.08% of the portfolio and ranks #77 among its holdings.

3 funds tracked by Wall St. Rank hold VTP as of Q3 2026.

  • Level Financial Advisors held 4,865 shares of Vanguard Total Inflation-Protection Securities ETF worth $356K as of Q3 2026.
  • Vanguard Total Inflation-Protection Securities ETF was a new Level Financial Advisors position in Q3 2026.
  • Vanguard Total Inflation-Protection Securities ETF made up 0.08% of Level Financial Advisors's portfolio in Q3 2026, its #77 holding.
  • 3 funds tracked by Wall St. Rank held Vanguard Total Inflation-Protection Securities ETF as of Q3 2026.

Based on Level Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.