SEC 13F Intelligence

Landmark Financial Advisors, LLC / VEA

Landmark Financial Advisors, LLC’s Vanguard Tax-Managed Fds Position

Does Landmark Financial Advisors, LLC own Vanguard Tax-Managed Fds (VEA)? Yes551.3K shares worth $26M (+9.50% of its 13F portfolio) as of Q4 2023, up from 544.8K shares the prior filed quarter.

Position Value
$26M
Q4 2023
Shares
551.3K
% of Portfolio
+9.50%
Quarters Held
21
currently held

Position History VEA

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $8MQ2 ’19: $9MQ3 ’19: $9MQ3 ’19Q4 ’19: $11MQ1 ’20: $9MQ2 ’20: $12MQ2 ’20Q3 ’20: $13MQ4 ’20: $17MQ1 ’21: $19MQ1 ’21Q2 ’21: $23MQ3 ’21: $19MQ4 ’21: $27MQ4 ’21Q1 ’22: $23MQ2 ’22: $21MQ3 ’22: $19MQ3 ’22Q4 ’22: $22MQ1 ’23: $24MQ2 ’23: $25MQ2 ’23Q3 ’23: $24MQ4 ’23: $26Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2023551.3K$26M+9.50%
Q3 2023544.8K$24M+9.68%
Q2 2023541.7K$25M+10.27%
Q1 2023539.6K$24M+10.70%
Q4 2022519.9K$22M+10.07%
Q3 2022521.4K$19M+10.01%
Q2 2022508.0K$21M+10.19%
Q1 2022493.2K$23M+10.82%
Q4 2021535.6K$27M+12.17%
Q3 2021390.7K$19M+10.34%
Q2 2021450.9K$23M+11.11%
Q1 2021390.7K$19M+10.33%
Q4 2020343.2K$17M+9.39%
Q3 2020309.8K$13M+8.18%
Q2 2020290.3K$12M+7.57%
Q1 2020263.5K$9M+6.35%
Q4 2019240.9K$11M+6.21%
Q3 2019216.4K$9M+5.53%
Q2 2019207.8K$9M+5.30%
Q1 2019196.9K$8M+5.28%
Q4 2018194.4K$7M+4.72%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Landmark Financial Advisors, LLC’s full portfolio or all institutional holders of VEA.