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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

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Monograph Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
2023-12-31 $360k 1.7k 213.27
2023-09-30 $319k 1.7k 189.02

More positions owned by Monograph Wealth Advisors

DFA US Core Equity 2 ETF Etf (DFAC)
DFA World ex US Core Equity 2 ETF Etf (DFAX)
DFA US Targeted Value ETF Etf (DFAT)
Apple (AAPL)
DFA US Marketwide Value ETF Etf (DFUV)
DFA International Small Cap Value ETF Etf (DISV)
DFA US Core Equity 1 ETF Etf (DCOR)
DFA Emerging Markets Core Equity 2 ETF Etf (DFEM)
Vanguard Total Market Index ETF Etf (VTI)
DFA US Small Cap ETF Etf (DFAS)
Alphabet Inc Class A cs (GOOGL)
DFA Intl Value ETF Etf (DFIV)
DFA US Large Cap Value ETF Etf (DFLV)
Microsoft Corporation (MSFT)
Vanguard Small-Cap Value ETF Etf (VBR)

View all positions for Monograph Wealth Advisors

Top funds holding Vanguard Small-Cap ETF

Bank of America Corporation
HPM Partners
Wells Fargo & Company
UBS Group
Bank of New York Mellon
Goldman Sachs Group
Pnc Financial Services
Creative Planning
Charles Schwab Investment Advisory
Mercer Global Advisors
Royal Bank of Canada
Wealthfront Advisers
Captrust Financial Advisors
Raymond James Financial Services Advisors
Mariner Wealth Advisors

View all funds holding Vanguard Small-Cap ETF