Benchmark Wealth Management, LLC / VIG
Benchmark Wealth Management, LLC’s Vanguard Specialized Funds Position
Does Benchmark Wealth Management, LLC own Vanguard Specialized Funds (VIG)? Yes — 32.2K shares worth $7M (+2.93% of its 13F portfolio) as of Q2 2025, up from 32.0K shares the prior filed quarter.
Position Value
$7M
Q2 2025
Shares
32.2K
% of Portfolio
+2.93%
Quarters Held
23
currently held
Position History VIG
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q2 2025 | 32.2K | $7M | +2.93% |
| Q1 2025 | 32.0K | $6M | +3.00% |
| Q4 2024 | 33.2K | $6M | +3.20% |
| Q3 2024 | 33.2K | $7M | +3.24% |
| Q2 2024 | 33.8K | $6M | +3.29% |
| Q1 2024 | 33.8K | $6M | +3.37% |
| Q4 2023 | 33.6K | $6M | +3.39% |
| Q3 2023 | 34.2K | $5M | +3.39% |
| Q2 2023 | 41.8K | $7M | +4.09% |
| Q1 2023 | 48.2K | $8M | +4.79% |
| Q4 2022 | 48.3K | $7M | +5.28% |
| Q3 2022 | 46.0K | $6M | +4.88% |
| Q2 2022 | 46.2K | $7M | +4.88% |
| Q1 2022 | 45.7K | $7M | +4.98% |
| Q4 2021 | 44.9K | $8M | +4.98% |
| Q3 2021 | 45.8K | $7M | +4.94% |
| Q2 2021 | 48.3K | $7M | +5.14% |
| Q1 2021 | 47.5K | $7M | +5.18% |
| Q4 2020 | 47.7K | $7M | +5.11% |
| Q3 2020 | 47.4K | $6M | +4.82% |
| Q2 2020 | 49.9K | $6M | +4.98% |
| Q1 2020 | 51.3K | $5M | +5.31% |
| Q4 2019 | 51.1K | $6M | +5.50% |
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 VIG.