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Vanguard Wellington shares owned by Landmark Financial Advisors

Quarter-by-quarter ownership of Vanguard Wellington (VTES) shares owned by Landmark Financial Advisors from 13F filings

Historical chart of Landmark Financial Advisors investment in Vanguard Wellington

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All positions including Vanguard Wellington held by Landmark Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Wellington by Landmark Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.4M 53k 101.41
2023-09-30 $4.7M 48k 98.70
2023-06-30 $4.3M 43k 100.48

More positions owned by Landmark Financial Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Flexshares Tr Flexshares Ultra (RAVI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Us Bancorp Del Com New (USB)
Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Real Estate Etf (VNQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)

View all positions for Landmark Financial Advisors

Top funds holding Vanguard Wellington

Wescott Financial Advisory Group
Beaird Harris Wealth Management
Bank of America Corporation
Life Planning Partners
San Luis Wealth Advisors
Wealth Enhancement Advisory Services
Capital Investment Services of America
Jane Street
Stonebridge Capital Advisors
Raymond James Financial Services Advisors
Jpmorgan Chase & Co
GenTrust
Altiora Financial Group
Kades & Cheifetz
Diversified Portfolios

View all funds holding Vanguard Wellington