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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
2023-09-30 $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)
Flexshares Tr Flexshares Ultra (RAVI)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Flexshares Tr Stoxx Globr Inf (NFRA)
Us Bancorp Del Com New (USB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Real Estate Etf (VNQ)
Apple (AAPL)

View all positions for Landmark Financial Advisors

Top funds holding Vanguard Wellington

Jane Street
Beaird Harris Wealth Management
Wealth Enhancement Advisory Services
Capital Investment Services of America
Bank Of Montreal
Raymond James & Associates
Bank of America Corporation
Taylor, Cottrill, Erickson & Associates
Evanson Asset Management
Sterling Financial Planning
Diversified Portfolios
Kades & Cheifetz
Silver Oak Advisory Group
Firestone Capital Management
Mayport

View all funds holding Vanguard Wellington