VB — VANGUARD INDEX FDS

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 (VB). 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
5.38% (2021 Q1)
Avg. % of fund
4.64%
First filed
2019 Q4
Last filed
2025 Q2
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 REDUCED 33,732 -1,055 -3.0% 3.55% $8.0M $235.40
2025 Q1 REDUCED 34,787 -1,945 -5.3% 3.73% $7.7M $219.54
2024 Q4 REDUCED 36,732 -327 -0.9% 4.34% $8.8M $236.92
2024 Q3 ADDED 37,059 +1,153 +3.2% 4.34% $8.8M $233.03
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    VB price (monthly, adj. close)

Other funds also holding VB

As of 2025 Q4 — sorted by position size

Aufman Associates Inc 3Y 19.07% Brown Financial Advisory 3Y 16.17% Gibraltar Capital Management, Inc. 3Y 7Y 12.23% BLUESTEM FINANCIAL ADVISORS, LLC 3Y 12.07% BCK Partners, Inc. 3Y 11.43% MBE Wealth Management, LLC 3Y 10.9% Koesten, Hirschmann & Crabtree, INC. 3Y 10.75% Chandler Asset Management, Inc. 3Y 10.63% MilWealth Group LLC 10.58% SEARCY FINANCIAL SERVICES INC /ADV 3Y 7Y 10.45%
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