Landmark Financial Advisors’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$5.39M	Buy	53,118 +5,332	+11%	+$532K	1.94%	16
2023 Q3	$4.72M	Buy	47,786 +4,700	+11%	+$470K	1.92%	16
2023 Q2	$4.33M	Buy	+43,086	New	+$4.34M	1.78%	15

Other funds holding VTES

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

WFAG

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.29B AUM 21.04% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

CISOA

Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

FCI

Financial Counselors Inc Overland Park, Kansas $72.7M AUM 22.36% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

WIC

Whitegate Investment Counselors Concord, New Hampshire $351M AUM 16.12% 1-Year Est. Return

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

Landmark Financial Advisors increased its Vanguard Short-Term Tax-Exempt Bond ETF (VTES) stake by 11% in Q4 2023, buying an estimated $532K and bringing the position to 53,118 shares worth $5.39M. The position accounts for 1.94% of the portfolio, ranked #16.

Landmark Financial Advisors first reported a position in VTES in Q2 2023 and has held it in 3 quarters since. 76 funds tracked by Wall St. Rank hold VTES as of Q4 2023.

Landmark Financial Advisors held 53,118 shares of Vanguard Short-Term Tax-Exempt Bond ETF worth $5.39M as of Q4 2023.
Landmark Financial Advisors bought 5,332 Vanguard Short-Term Tax-Exempt Bond ETF shares in Q4 2023, an estimated $532K.
Vanguard Short-Term Tax-Exempt Bond ETF made up 1.94% of Landmark Financial Advisors's portfolio in Q4 2023, its #16 holding.
Landmark Financial Advisors first reported a position in Vanguard Short-Term Tax-Exempt Bond ETF in Q2 2023 and has held it in 3 quarters since.
76 funds tracked by Wall St. Rank held Vanguard Short-Term Tax-Exempt Bond ETF as of Q4 2023.

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