SEC 13F Intelligence

Landmark Financial Advisors, LLC / VGSH

Landmark Financial Advisors, LLC’s Vanguard Scottsdale Fds Position

Does Landmark Financial Advisors, LLC own Vanguard Scottsdale Fds (VGSH)? Yes67.9K shares worth $4M (+1.43% of its 13F portfolio) as of Q4 2023, down from 71.9K shares the prior filed quarter.

Position Value
$4M
Q4 2023
Shares
67.9K
% of Portfolio
+1.43%
Quarters Held
21
currently held

Position History VGSH

Reported value by quarter
Q4 ’18: $10MQ4 ’18Q1 ’19: $10MQ2 ’19: $15MQ3 ’19: $15MQ3 ’19Q4 ’19: $14MQ1 ’20: $12MQ2 ’20: $9MQ2 ’20Q3 ’20: $8MQ4 ’20: $7MQ1 ’21: $7MQ1 ’21Q2 ’21: $7MQ3 ’21: $7MQ4 ’21: $5MQ4 ’21Q1 ’22: $5MQ2 ’22: $5MQ3 ’22: $5MQ3 ’22Q4 ’22: $4MQ1 ’23: $4MQ2 ’23: $4MQ2 ’23Q3 ’23: $4MQ4 ’23: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202367.9K$4M+1.43%
Q3 202371.9K$4M+1.68%
Q2 202373.0K$4M+1.73%
Q1 202372.9K$4M+1.87%
Q4 202272.7K$4M+1.94%
Q3 202278.3K$5M+2.39%
Q2 202286.7K$5M+2.51%
Q1 202286.7K$5M+2.46%
Q4 202189.7K$5M+2.43%
Q3 2021108.3K$7M+3.59%
Q2 2021106.1K$7M+3.12%
Q1 2021108.3K$7M+3.59%
Q4 2020115.0K$7M+3.99%
Q3 2020126.6K$8M+4.97%
Q2 2020147.9K$9M+6.00%
Q1 2020194.5K$12M+8.30%
Q4 2019234.1K$14M+8.31%
Q3 2019243.2K$15M+9.21%
Q2 2019238.5K$15M+8.90%
Q1 2019170.7K$10M+6.77%
Q4 2018169.2K$10M+6.65%

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 VGSH.