Benchmark Wealth Management, LLC / VEA
Benchmark Wealth Management, LLC’s Vanguard Tax-Managed Fds Position
Does Benchmark Wealth Management, LLC own Vanguard Tax-Managed Fds (VEA)? Yes — 45.5K shares worth $3M (+1.15% of its 13F portfolio) as of Q2 2025, up from 25.1K shares the prior filed quarter.
Position Value
$3M
Q2 2025
Shares
45.5K
% of Portfolio
+1.15%
Quarters Held
11
currently held
Position History VEA
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2025 | 45.5K | $3M | +1.15% |
| Q1 2025 | 25.1K | $1M | +0.62% |
| Q4 2024 | 10.8K | $514,831 | +0.25% |
| Q3 2024 | 10.8K | $568,285 | +0.28% |
| Q2 2022 | 5.7K | $233,000 | +0.17% |
| Q1 2022 | 5.7K | $275,000 | +0.18% |
| Q4 2021 | 5.7K | $292,000 | +0.19% |
| Q3 2021 | 5.7K | $289,000 | +0.20% |
| Q2 2021 | 4.8K | $247,000 | +0.17% |
| Q1 2021 | 4.8K | $236,000 | +0.18% |
| Q4 2020 | 4.8K | $226,000 | +0.17% |
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 VEA.