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 $93.1B AUM 61.18% 1-Year Est. Return

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return

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

Capital Investment Services of America Milwaukee, Wisconsin $958M AUM 8.45% 1-Year Est. Return

Bank of Montreal

Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Counselors Inc Overland Park, Kansas $70.9M AUM 16.78% 1-Year Est. Return

Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

Whitegate Investment Counselors Concord, New Hampshire $315M AUM 10.6% 1-Year Est. Return