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Benchmark Wealth Management, LLC: VUG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Benchmark Wealth Management, LLC on VUG, newest first. How the timeline and the estimate are built.

Benchmark Wealth Management, LLC held 76,195 VUG shares at 2025-06-30 per its 13F-HR filed 2025-07-18.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 76,195 shares
    Change vs previous 13F -4,072 shares

    14.84% of the 13F portfolio, value $33,404,062.

    13F-HR 0001788241-25-000004 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-03-31
    13F 80,267 shares
    Change vs previous 13F -15,126 shares

    14.4% of the 13F portfolio, value $29,764,757.

    13F-HR 0001788241-25-000003 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-12-31
    13F 95,393 shares
    Change vs previous 13F -2,002 shares

    19.27% of the 13F portfolio, value $39,153,266.

    13F-HR 0001788241-25-000002 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-09-30
    13F 97,395 shares
    Change vs previous 13F -3,180 shares

    18.47% of the 13F portfolio, value $37,392,726.

    13F-HR 0001788241-24-000007 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-06-30
    13F 100,575 shares
    Change vs previous 13F -789 shares

    20.04% of the 13F portfolio, value $37,615,925.

    13F-HR 0001788241-24-000006 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-03-31
    13F 101,364 shares
    Change vs previous 13F -607 shares

    19.02% of the 13F portfolio, value $34,889,369.

    13F-HR 0001788241-24-000003 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-12-31
    13F 101,971 shares
    Change vs previous 13F -5,693 shares

    18.74% of the 13F portfolio, value $31,700,835.

    13F-HR 0001788241-24-000001 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-09-30
    13F 107,664 shares
    Change vs previous 13F not available

    18.72% of the 13F portfolio, value $29,317,978.

    13F-HR 0001788241-23-000005 filed by Benchmark Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).