Vanguard Small-Cap Value ETF shares owned by Monument Group Wealth Advisors
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Monument Group Wealth Advisors
from 13F filings
Historical chart of Monument Group Wealth Advisors investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Monument Group Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 8.2k | 208.71 |
| 2025-06-30 | $1.3M | 6.9k | 195.02 |
| 2025-03-31 | $1.1M | 5.8k | 186.30 |
| 2024-12-31 | $1.1M | 5.7k | 198.19 |
| 2024-09-30 | $1.2M | 6.2k | 200.78 |
| 2024-06-30 | $1.1M | 6.3k | 182.51 |
| 2024-03-31 | $1.3M | 7.0k | 191.87 |
| 2023-12-31 | $1.3M | 7.1k | 179.98 |
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