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Vanguard Value ETF shares owned by Monument Group Wealth Advisors

Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Monument Group Wealth Advisors from 13F filings

Historical chart of Monument Group Wealth Advisors investment in Vanguard Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard 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 Value ETF by Monument Group Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 22k 186.49
2025-06-30 $3.4M 19k 176.75
2025-03-31 $3.1M 18k 172.75
2024-12-31 $2.6M 16k 169.31
2024-09-30 $2.9M 17k 174.57
2024-06-30 $2.7M 17k 160.41
2024-03-31 $2.9M 18k 162.86
2023-12-31 $2.9M 20k 149.50

More positions owned by Monument Group Wealth Advisors

Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional International Core Equity Market Etf Etf (DFAI)
Vanguard Total Stk Mkt Etf (VTI)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Vanguard Value Etf Etf (VTV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard Small Cap Value Etf Etf (VBR)
Ishares Msci Eafe Small Cap Etf Etf (SCZ)
Dimensional Us Sustainability Core 1 Etf Etf (DFSU)
Apple Stock (AAPL)
Avantis U.s. Equity Etf Etf (AVUS)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Short-term Treasury Etf Etf (VGSH)

View all positions for Monument Group Wealth Advisors

Top funds holding Vanguard Value ETF

Jones Financial Companies, L.L
Morgan Stanley
Envestnet Asset Management
UBS Group
Ameriprise Financial
LPL Financial
Raymond James Financial
Wells Fargo & Company
Cetera Investment Advisers
Tiaa Trust, National Association
Captrust Financial Advisors
Royal Bank of Canada
D.A. Davidson & Co.
Mill Creek Capital Advisors
Betterment

View all funds holding Vanguard Value ETF