SEC 13F Intelligence

Benchmark Wealth Management, LLC / BND

Benchmark Wealth Management, LLC’s Vanguard Bd Index Fds Position

Does Benchmark Wealth Management, LLC own Vanguard Bd Index Fds (BND)? Yes348.7K shares worth $26M (+11.41% of its 13F portfolio) as of Q2 2025, up from 347.5K shares the prior filed quarter.

Position Value
$26M
Q2 2025
Shares
348.7K
% of Portfolio
+11.41%
Quarters Held
23
currently held

Position History BND

Reported value by quarter
Q4 ’19: $10MQ4 ’19Q1 ’20: $11MQ2 ’20: $12MQ3 ’20: $14MQ3 ’20Q4 ’20: $17MQ1 ’21: $19MQ2 ’21: $20MQ2 ’21Q3 ’21: $19MQ4 ’21: $18MQ1 ’22: $17MQ1 ’22Q2 ’22: $17MQ3 ’22: $15MQ4 ’22: $15MQ4 ’22Q1 ’23: $19MQ2 ’23: $19MQ3 ’23: $20MQ3 ’23Q4 ’23: $22MQ1 ’24: $23MQ2 ’24: $24MQ2 ’24Q3 ’24: $26MQ4 ’24: $25MQ1 ’25: $26MQ1 ’25Q2 ’25: $26Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025348.7K$26M+11.41%
Q1 2025347.5K$26M+12.35%
Q4 2024352.6K$25M+12.48%
Q3 2024345.5K$26M+12.82%
Q2 2024329.8K$24M+12.66%
Q1 2024317.6K$23M+12.57%
Q4 2023294.7K$22M+12.81%
Q3 2023284.0K$20M+12.65%
Q2 2023264.9K$19M+11.62%
Q1 2023251.1K$19M+11.80%
Q4 2022211.5K$15M+10.94%
Q3 2022215.9K$15M+12.07%
Q2 2022228.2K$17M+12.64%
Q1 2022218.0K$17M+11.66%
Q4 2021218.0K$18M+11.94%
Q3 2021223.8K$19M+13.44%
Q2 2021229.7K$20M+13.55%
Q1 2021225.6K$19M+14.18%
Q4 2020188.4K$17M+12.60%
Q3 2020155.4K$14M+10.82%
Q2 2020137.7K$12M+10.37%
Q1 2020129.0K$11M+11.03%
Q4 2019123.0K$10M+8.90%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Benchmark Wealth Management, LLC’s full portfolio or all institutional holders of BND.