Landmark Financial Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Landmark Financial Advisors’s Portfolio BSV Stock Details BSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$286K	Buy	3,717 +854	+30%	+$64.6K	0.1%	79
2023 Q3	$215K	Hold	2,863	–	–	0.09%	84
2023 Q2	$216K	Sell	2,863 -580	-17%	-$44.2K	0.09%	85
2023 Q1	$263K	Buy	3,443 +3	+0.1%	+$227	0.12%	76
2022 Q4	$259K	Hold	3,440	–	–	0.12%	76
2022 Q3	$257K	Buy	3,440 +110	+3%	+$8.4K	0.14%	70
2022 Q2	$256K	Buy	3,330 +17	+0.5%	+$1.31K	0.13%	71
2022 Q1	$256K	Sell	3,313 -410	-11%	-$32.5K	0.12%	75
2021 Q4	$301K	Buy	+3,723	New	+$303K	0.13%	72
2021 Q3	–	Sell	-3,683	Closed	-$303K	–	67
2021 Q2	$303K	Buy	+3,683	New	+$303K	0.14%	61

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Landmark Financial Advisors's BSV Position: Q4 2023 in Review

Landmark Financial Advisors increased its Vanguard Short-Term Bond ETF (BSV) stake by 30% in Q4 2023, buying an estimated $64.6K and bringing the position to 3,717 shares worth $286K. The position accounts for 0.1% of the portfolio, ranked #79.

Landmark Financial Advisors first reported a position in BSV in Q2 2021 and has held it in 10 quarters since. The position peaked at $303K in Q2 2021. 1,208 funds tracked by Wall St. Rank hold BSV as of Q4 2023.

Landmark Financial Advisors held 3,717 shares of Vanguard Short-Term Bond ETF worth $286K as of Q4 2023.
Landmark Financial Advisors bought 854 Vanguard Short-Term Bond ETF shares in Q4 2023, an estimated $64.6K.
Vanguard Short-Term Bond ETF made up 0.1% of Landmark Financial Advisors's portfolio in Q4 2023, its #79 holding.
Landmark Financial Advisors first reported a position in Vanguard Short-Term Bond ETF in Q2 2021 and has held it in 10 quarters since.
Landmark Financial Advisors's Vanguard Short-Term Bond ETF position peaked at $303K in Q2 2021.
1,208 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q4 2023.

Based on Landmark Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.