Ownership history in Benchmark Wealth Management, LLC · 23 quarters on record
This page tracks every 13F SEC filing in which Benchmark Wealth Management, LLC reported a position in VANGUARD INDEX FDS (VO). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q2 | ADDED | 21,052 | +406 | +2.0% | 2.62% | $5.9M | $277.75 |
| 2025 Q1 | REDUCED | 20,646 | -819 | -3.8% | 2.58% | $5.3M | $255.71 |
| 2024 Q4 | ADDED | 21,465 | +49 | +0.2% | 2.79% | $5.7M | $260.00 |
| 2024 Q3 | ADDED | 21,416 | +1,820 | +9.3% | 2.79% | $5.7M | $258.65 |
| 2024 Q2 | ADDED | 19,596 | +726 | +3.8% | 2.53% | $4.7M | $236.49 |
| 2024 Q1 | ADDED | 18,870 | +819 | +4.5% | 2.57% | $4.7M | $243.13 |
| 2023 Q4 | ADDED | 18,051 | +1,774 | +10.9% | 2.48% | $4.2M | $225.48 |
| 2023 Q3 | ADDED | 16,277 | +1,385 | +9.3% | 2.16% | $3.4M | $200.79 |
| 2023 Q2 | ADDED | 14,892 | +1,134 | +8.2% | 1.98% | $3.3M | $211.51 |
| 2023 Q1 | ADDED | 13,758 | +6,837 | +98.8% | 1.84% | $2.9M | $201.86 |
As of 2025 Q4 — sorted by position size