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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

Tip: Access up to 7 years of quarterly data

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

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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
2024-03-31 $1.3M 7.0k 191.87
2023-12-31 $1.3M 7.1k 179.98

More positions owned by Monument Group Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Us Real Estate E (DFAR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Apple (AAPL)
Willis Towers Watson SHS (WTW)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Microsoft Corporation (MSFT)

View all positions for Monument Group Wealth Advisors

Top funds holding Vanguard Small-Cap Value ETF

Bank of America Corporation
Betterment
Assetmark
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Mather Group
Sei Investments
Pnc Financial Services
Advisor Group Holdings
Rsm Us Wealth Management
Aspiriant
HighTower Advisors
Hanson McClain Advisors
Tiaa Trust, National Association

View all funds holding Vanguard Small-Cap Value ETF