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Benchmark Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History

Benchmark Wealth Management’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$7.99M Sell
33,732
-1,055
-3% -$235K 3.55% 7
2025
Q1 		$7.71M Sell
34,787
-1,945
-5% -$464K 3.73% 7
2024
Q4 		$8.83M Sell
36,732
-327
-0.9% -$80.5K 4.34% 6
2024
Q3 		$8.79M Buy
37,059
+1,153
+3% +$262K 4.34% 6
2024
Q2 		$7.83M Sell
35,906
-184
-0.5% -$40.4K 4.17% 5
2024
Q1 		$8.25M Buy
36,090
+70
+0.2% +$15.1K 4.5% 5
2023
Q4 		$7.68M Buy
36,020
+30
+0.1% +$5.78K 4.54% 5
2023
Q3 		$6.8M Sell
35,990
-1,727
-5% -$344K 4.34% 5
2023
Q2 		$7.5M Buy
37,717
+1,590
+4% +$300K 4.53% 5
2023
Q1 		$6.79M Sell
36,127
-1,464
-4% -$284K 4.33% 7
2022
Q4 		$6.9M Sell
37,591
-355
-0.9% -$65.8K 4.97% 6
2022
Q3 		$6.49M Buy
37,946
+1,218
+3% +$230K 5.08% 5
2022
Q2 		$6.47M Buy
36,728
+1,163
+3% +$225K 4.76% 6
2022
Q1 		$7.56M Buy
35,565
+1,125
+3% +$237K 5.08% 5
2021
Q4 		$7.78M Buy
34,440
+847
+3% +$192K 5.03% 5
2021
Q3 		$7.35M Sell
33,593
-201
-0.6% -$44.7K 5.16% 5
2021
Q2 		$7.61M Sell
33,794
-76
-0.2% -$16.8K 5.23% 5
2021
Q1 		$7.25M Sell
33,870
-316
-0.9% -$66.6K 5.38% 5
2020
Q4 		$6.66M Sell
34,186
-668
-2% -$118K 5.05% 6
2020
Q3 		$5.36M Sell
34,854
-2,374
-6% -$365K 4.23% 7
2020
Q2 		$5.42M Sell
37,228
-156
-0.4% -$20.9K 4.63% 6
2020
Q1 		$4.32M Sell
37,384
-222
-0.6% -$33.4K 4.32% 8
2019
Q4 		$6.23M Buy
+37,606
New +$5.99M 5.38% 7

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Benchmark Wealth Management's VB Position: Q2 2025 in Review

Benchmark Wealth Management reduced its Vanguard Small-Cap ETF (VB) stake by 3% in Q2 2025, selling an estimated $235K and leaving 33,732 shares worth $7.99M. The position accounts for 3.55% of the portfolio, ranked #7.

Benchmark Wealth Management first reported a position in VB in Q4 2019 and has held it in 23 quarters since. The position peaked at $8.83M in Q4 2024. 2,164 funds tracked by Wall St. Rank hold VB as of Q2 2025.

  • Benchmark Wealth Management held 33,732 shares of Vanguard Small-Cap ETF worth $7.99M as of Q2 2025.
  • Benchmark Wealth Management sold 1,055 Vanguard Small-Cap ETF shares in Q2 2025, an estimated $235K.
  • Vanguard Small-Cap ETF made up 3.55% of Benchmark Wealth Management's portfolio in Q2 2025, its #7 holding.
  • Benchmark Wealth Management first reported a position in Vanguard Small-Cap ETF in Q4 2019 and has held it in 23 quarters since.
  • Benchmark Wealth Management's Vanguard Small-Cap ETF position peaked at $8.83M in Q4 2024.
  • 2,164 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q2 2025.

Based on Benchmark Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.