Vanguard Small-Cap ETF shares owned by Monument Group Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Monument Group Wealth Advisors
from 13F filings
Historical chart of Monument Group Wealth Advisors investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Monument Group Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 15k | 254.29 |
| 2025-06-30 | $3.0M | 13k | 236.99 |
| 2025-03-31 | $2.7M | 12k | 221.76 |
| 2024-12-31 | $2.7M | 11k | 240.29 |
| 2024-09-30 | $2.8M | 12k | 237.22 |
| 2024-06-30 | $2.6M | 12k | 218.05 |
| 2024-03-31 | $2.7M | 12k | 228.60 |
| 2023-12-31 | $2.8M | 13k | 213.33 |
More positions owned by Monument Group Wealth Advisors
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