SEC 13F Intelligence

Benchmark Wealth Management, LLC / VYM

Benchmark Wealth Management, LLC’s Vanguard Whitehall Fds Position

Does Benchmark Wealth Management, LLC own Vanguard Whitehall Fds (VYM)? Yes128.4K shares worth $17M (+7.61% of its 13F portfolio) as of Q2 2025, down from 132.1K shares the prior filed quarter.

Position Value
$17M
Q2 2025
Shares
128.4K
% of Portfolio
+7.61%
Quarters Held
23
currently held

Position History VYM

Reported value by quarter
Q4 ’19: $17MQ4 ’19Q1 ’20: $11MQ2 ’20: $12MQ3 ’20: $14MQ3 ’20Q4 ’20: $18MQ1 ’21: $22MQ2 ’21: $23MQ2 ’21Q3 ’21: $24MQ4 ’21: $27MQ1 ’22: $28MQ1 ’22Q2 ’22: $26MQ3 ’22: $25MQ4 ’22: $29MQ4 ’22Q1 ’23: $27MQ2 ’23: $28MQ3 ’23: $27MQ3 ’23Q4 ’23: $28MQ1 ’24: $30MQ2 ’24: $29MQ2 ’24Q3 ’24: $18MQ4 ’24: $17MQ1 ’25: $17MQ1 ’25Q2 ’25: $17Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2025128.4K$17M+7.61%
Q1 2025132.1K$17M+8.24%
Q4 2024135.7K$17M+8.52%
Q3 2024136.9K$18M+8.67%
Q2 2024242.9K$29M+15.35%
Q1 2024251.2K$30M+16.56%
Q4 2023251.6K$28M+16.61%
Q3 2023261.2K$27M+17.23%
Q2 2023262.0K$28M+16.77%
Q1 2023248.5K$27M+16.96%
Q4 2022269.9K$29M+21.02%
Q3 2022262.2K$25M+19.50%
Q2 2022256.6K$26M+19.21%
Q1 2022247.2K$28M+18.66%
Q4 2021241.4K$27M+17.48%
Q3 2021231.7K$24M+16.83%
Q2 2021217.4K$23M+15.64%
Q1 2021214.6K$22M+16.09%
Q4 2020197.6K$18M+13.72%
Q3 2020174.1K$14M+11.12%
Q2 2020157.8K$12M+10.60%
Q1 2020156.1K$11M+11.06%
Q4 2019177.6K$17M+14.36%

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 VYM.