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

Benchmark Wealth Management’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$334K Sell
1,712
-125
-7% -$23.1K 0.15% 55
2025
Q1 		$342K Buy
1,837
+5
+0.3% +$988 0.17% 50
2024
Q4 		$363K Buy
1,832
+5
+0.3% +$1.03K 0.18% 38
2024
Q3 		$367K Buy
1,827
+207
+13% +$39.8K 0.18% 37
2024
Q2 		$296K Hold
1,620
– – 0.16% 44
2024
Q1 		$311K Buy
1,620
+3
+0.2% +$541 0.17% 41
2023
Q4 		$291K Buy
1,617
+5
+0.3% +$816 0.17% 40
2023
Q3 		$257K Buy
1,612
+2
+0.1% +$334 0.16% 43
2023
Q2 		$266K Hold
1,610
– – 0.16% 41
2023
Q1 		$253K Hold
1,610
– – 0.16% 45
2022
Q4 		$256K Sell
1,610
-81
-5% -$12.9K 0.18% 44
2022
Q3 		$242K Hold
1,691
– – 0.19% 42
2022
Q2 		$253K Buy
1,691
+17
+1% +$2.79K 0.19% 40
2022
Q1 		$295K Buy
1,674
+455
+37% +$79.1K 0.2% 38
2021
Q4 		$218K Buy
+1,219
New +$217K 0.14% 47

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 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
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

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

Benchmark Wealth Management reduced its Vanguard Small-Cap Value ETF (VBR) stake by 6.8% in Q2 2025, selling an estimated $23.1K and leaving 1,712 shares worth $334K. The position accounts for 0.15% of the portfolio, ranked #55.

Benchmark Wealth Management first reported a position in VBR in Q4 2021 and has held it in 15 quarters since. The position peaked at $367K in Q3 2024. 1,559 funds tracked by Wall St. Rank hold VBR as of Q2 2025.

  • Benchmark Wealth Management held 1,712 shares of Vanguard Small-Cap Value ETF worth $334K as of Q2 2025.
  • Benchmark Wealth Management sold 125 Vanguard Small-Cap Value ETF shares in Q2 2025, an estimated $23.1K.
  • Vanguard Small-Cap Value ETF made up 0.15% of Benchmark Wealth Management's portfolio in Q2 2025, its #55 holding.
  • Benchmark Wealth Management first reported a position in Vanguard Small-Cap Value ETF in Q4 2021 and has held it in 15 quarters since.
  • Benchmark Wealth Management's Vanguard Small-Cap Value ETF position peaked at $367K in Q3 2024.
  • 1,559 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q2 2025.

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