SEC 13F Intelligence

Benchmark Wealth Management, LLC / BNDX

Benchmark Wealth Management, LLC’s Vanguard Charlotte Fds Position

Does Benchmark Wealth Management, LLC own Vanguard Charlotte Fds (BNDX)? Yes — 45.8K shares worth $2M (+1.01% of its 13F portfolio) as of Q2 2025, up from 29.6K shares the prior filed quarter.

Position Value
$2M
Q2 2025
Shares
45.8K
% of Portfolio
+1.01%
Quarters Held
5
currently held

Position History BNDX

Reported value by quarter
Q2 ’24: $737,740Q2 ’24Q3 ’24: $784,329Q3 ’24Q4 ’24: $790,456Q4 ’24Q1 ’25: $1MQ1 ’25Q2 ’25: $2MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202545.8K$2M+1.01%
Q1 202529.6K$1M+0.70%
Q4 202416.1K$790,456+0.39%
Q3 202415.6K$784,329+0.39%
Q2 202415.2K$737,740+0.39%

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 BNDX.