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Vanguard Small-Cap ETF shares owned by Benchmark Financial Wealth Advisors

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Benchmark Financial Wealth Advisors from 13F filings

Historical chart of Benchmark Financial Wealth Advisors investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Benchmark Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Benchmark Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $350k 1.5k 240.34
2024-09-30 $216k 912 237.27

More positions owned by Benchmark Financial Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Core S&p Scp Etf (IJR)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Russell 2000 Etf (IWM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)

View all positions for Benchmark Financial Wealth Advisors

Top funds holding Vanguard Small-Cap ETF

Bank of America Corporation
Jones Financial Companies, L.L
Envestnet Asset Management
Wells Fargo & Company
UBS Group
LPL Financial
Mercer Global Advisors
Ameriprise Financial
Captrust Financial Advisors
Goldman Sachs Group
Creative Planning
Pnc Financial Services
Northwestern Mutual Wealth Management Company
Bank of New York Mellon
Charles Schwab Investment Management

View all funds holding Vanguard Small-Cap ETF