SEC 13F Intelligence

Benchmark Wealth Management, LLC / VTEB

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

Does Benchmark Wealth Management, LLC own Vanguard Mun Bd Fds (VTEB)? Yes91.4K shares worth $4M (+1.99% of its 13F portfolio) as of Q2 2025, down from 97.4K shares the prior filed quarter.

Position Value
$4M
Q2 2025
Shares
91.4K
% of Portfolio
+1.99%
Quarters Held
13
currently held

Position History VTEB

Reported value by quarter
Q2 ’22: $776,000Q2 ’22Q3 ’22: $2MQ4 ’22: $4MQ4 ’22Q1 ’23: $5MQ2 ’23: $5MQ2 ’23Q3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ2 ’24Q3 ’24: $5MQ4 ’24: $5MQ4 ’24Q1 ’25: $5MQ2 ’25: $4MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202591.4K$4M+1.99%
Q1 202597.4K$5M+2.34%
Q4 202498.2K$5M+2.42%
Q3 202499.1K$5M+2.50%
Q2 202484.2K$4M+2.25%
Q1 202485.4K$4M+2.35%
Q4 202365.9K$3M+1.99%
Q3 202369.6K$3M+2.14%
Q2 202392.8K$5M+2.81%
Q1 202388.6K$5M+2.87%
Q4 202271.4K$4M+2.54%
Q3 202234.6K$2M+1.31%
Q2 202215.5K$776,000+0.57%

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 VTEB.