Benchmark Wealth Management, LLC Vanguard Small Cap ETF Transaction History
Benchmark Wealth Management, LLC
- $224 Million
- Q2 2025
A detailed history of Benchmark Wealth Management, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Benchmark Wealth Management, LLC holds 33,732 shares of VB stock, worth $8.43 Million. This represents 3.58% of its overall portfolio holdings.
Number of Shares
33,732
Previous 34,787
3.03%
Holding current value
$8.43 Million
Previous $7.71 Million
3.68%
% of portfolio
3.58%
Previous 3.75%
Shares
23 transactions
Others Institutions Holding VB
# of Institutions
2,482Shares Held
164MCall Options Held
68.3KPut Options Held
26.1K-
Bank Of America Corp Charlotte, NC23.5MShares$5.86 Billion0.42% of portfolio
-
Morgan Stanley New York, NY7.78MShares$1.94 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$1.53 Billion0.31% of portfolio
-
Envestnet Asset Management Inc4.31MShares$1.08 Billion0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.97MShares$991 Million0.32% of portfolio