VGSH — VANGUARD SCOTTSDALE FDS

Ownership history in Benchmark Wealth Management, LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Benchmark Wealth Management, LLC reported a position in VANGUARD SCOTTSDALE FDS (VGSH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.75% (2023 Q4)
Avg. % of fund
0.49%
First filed
2021 Q2
Last filed
2025 Q2
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 ADDED 24,840 +413 +1.7% 0.65% $1.5M $57.10
2025 Q1 ADDED 24,427 +6,481 +36.1% 0.69% $1.4M $56.42
2024 Q4 REDUCED 17,946 -126 -0.7% 0.51% $1.0M $55.56
2024 Q3 ADDED 18,072 +1,985 +12.3% 0.53% $1.1M $55.58
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VGSH price (monthly, adj. close)

Other funds also holding VGSH

As of 2025 Q4 — sorted by position size

INSIGHT 2811, INC. 3Y 7Y 21.34% Strata Wealth Advisors, LLC 14.79% Cornerstone Wealth Advisors, Inc. 3Y 12.97% MAYPORT, LLC 3Y 12.93% Vernal Point Advisors, LLC 11.82% Cordant, Inc. 3Y 11.54% Five Oceans Advisors 3Y 11.47% Wright Wealth LLC 11.34% Chemistry Wealth Management LLC 3Y 11.34% GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. 10.62%
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