Vanguard Small-Cap Value ETF shares owned by Benchmark Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Benchmark Wealth Management
from 13F filings
Historical chart of Benchmark Wealth Management investment in Vanguard Small-Cap Value ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Small-Cap Value ETF held by Benchmark Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Small-Cap Value ETF by Benchmark Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $334k | 1.7k | 195.03 |
| 2025-03-31 | $342k | 1.8k | 186.31 |
| 2024-12-31 | $363k | 1.8k | 198.15 |
| 2024-09-30 | $367k | 1.8k | 200.82 |
| 2024-06-30 | $296k | 1.6k | 182.53 |
| 2024-03-31 | $311k | 1.6k | 191.89 |
| 2023-12-31 | $291k | 1.6k | 179.92 |
| 2023-09-30 | $257k | 1.6k | 159.51 |
| 2023-06-30 | $266k | 1.6k | 165.42 |
| 2023-03-31 | $253k | 1.6k | 156.99 |
| 2022-12-31 | $256k | 1.6k | 158.81 |
| 2022-09-30 | $242k | 1.7k | 143.11 |
| 2022-06-30 | $253k | 1.7k | 149.62 |
| 2022-03-31 | $295k | 1.7k | 176.22 |
| 2021-12-31 | $218k | 1.2k | 178.84 |
More positions owned by Benchmark Wealth Management
View all positions for Benchmark Wealth Management