Vanguard Small-Cap ETF shares owned by Monograph Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Monograph Wealth Advisors
from 13F filings
Historical chart of Monograph Wealth Advisors investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Monograph Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $200k | 786 | 254.94 |
| 2025-06-30 | $320k | 1.3k | 237.69 |
| 2024-12-31 | $307k | 1.3k | 240.20 |
| 2024-09-30 | $304k | 1.3k | 237.83 |
| 2024-06-30 | $270k | 1.2k | 218.81 |
| 2024-03-31 | $282k | 1.2k | 228.51 |
| 2023-12-31 | $360k | 1.7k | 213.27 |
| 2023-09-30 | $319k | 1.7k | 189.02 |