Benchmark Financial Wealth Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1757706
BOCA RATON, FL
Position in VB
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$562,866
+$8,274 QoQ
Shares Held
2,149
-0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $562,866 | 2,149 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $554,592 | 2,150 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $530,936 | 2,088 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $481,780 | 2,033 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $483,858 | 2,182 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $349,607 | 1,455 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $216,335 | 912 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||