Vanguard Small-Cap Value ETF shares owned by Monograph Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Monograph Wealth Advisors
from 13F filings
Historical chart of Monograph Wealth Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Monograph Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.0M | 29k | 209.64 |
| 2025-06-30 | $5.6M | 29k | 195.92 |
| 2025-03-31 | $5.4M | 29k | 186.29 |
| 2024-12-31 | $5.8M | 29k | 198.18 |
| 2024-09-30 | $6.4M | 32k | 200.78 |
| 2024-06-30 | $5.4M | 29k | 183.53 |
| 2024-03-31 | $6.1M | 32k | 191.88 |
| 2023-12-31 | $5.5M | 30k | 179.97 |
| 2023-09-30 | $4.8M | 30k | 159.49 |
| 2023-06-30 | $5.0M | 30k | 165.40 |
| 2023-03-31 | $4.8M | 31k | 158.76 |
| 2022-12-31 | $4.8M | 30k | 158.81 |
| 2022-09-30 | $4.4M | 30k | 143.40 |
| 2022-06-30 | $4.6M | 30k | 149.82 |
| 2022-03-31 | $5.3M | 30k | 175.94 |
| 2021-12-31 | $5.4M | 30k | 178.85 |