SEC 13F Intelligence

Landmark Financial Advisors, LLC / VNQ

Landmark Financial Advisors, LLC’s Vanguard Index Fds Position

Does Landmark Financial Advisors, LLC own Vanguard Index Fds (VNQ)? Yes71.4K shares worth $6M (+2.27% of its 13F portfolio) as of Q4 2023, up from 66.1K shares the prior filed quarter.

Position Value
$6M
Q4 2023
Shares
71.4K
% of Portfolio
+2.27%
Quarters Held
21
currently held

Position History VNQ

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $7MQ2 ’19: $7MQ3 ’19: $5MQ3 ’19Q4 ’19: $7MQ1 ’20: $7MQ2 ’20: $4MQ2 ’20Q3 ’20: $4MQ4 ’20: $4MQ1 ’21: $4MQ1 ’21Q2 ’21: $5MQ3 ’21: $4MQ4 ’21: $6MQ4 ’21Q1 ’22: $6MQ2 ’22: $5MQ3 ’22: $4MQ3 ’22Q4 ’22: $5MQ1 ’23: $5MQ2 ’23: $5MQ2 ’23Q3 ’23: $5MQ4 ’23: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202371.4K$6M+2.27%
Q3 202366.1K$5M+2.03%
Q2 202360.0K$5M+2.06%
Q1 202357.6K$5M+2.10%
Q4 202256.1K$5M+2.14%
Q3 202254.2K$4M+2.29%
Q2 202254.4K$5M+2.43%
Q1 202252.0K$6M+2.74%
Q4 202149.3K$6M+2.54%
Q3 202147.4K$4M+2.35%
Q2 202147.2K$5M+2.30%
Q1 202147.4K$4M+2.34%
Q4 202048.2K$4M+2.23%
Q3 202048.8K$4M+2.55%
Q2 202052.7K$4M+2.75%
Q1 202093.3K$7M+4.97%
Q4 201972.3K$7M+4.04%
Q3 201954.1K$5M+3.13%
Q2 201981.6K$7M+4.37%
Q1 201982.1K$7M+4.68%
Q4 201884.7K$6M+4.13%

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 VNQ.