Monograph Wealth Advisors’s Vanguard Small-Cap ETF VB Stock Holding History

Monograph Wealth Advisors’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$206K	Hold	786	–	–	0.02%	138
2025 Q4	$203K	Hold	786	–	–	0.02%	129
2025 Q3	$200K	Sell	786 -561	-42%	-$139K	0.02%	136
2025 Q2	$320K	Buy	+1,347	New	+$301K	0.04%	101
2025 Q1	–	Sell	-1,278	Closed	-$307K	–	124
2024 Q4	$307K	Hold	1,278	–	–	0.04%	91
2024 Q3	$304K	Buy	1,278 +42	+3%	+$9.54K	0.04%	92
2024 Q2	$270K	Hold	1,236	–	–	0.04%	89
2024 Q1	$282K	Sell	1,236 -450	-27%	-$96.8K	0.04%	131
2023 Q4	$360K	Hold	1,686	–	–	0.06%	75
2023 Q3	$319K	Buy	+1,686	New	+$336K	0.06%	91

Other funds holding VB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Monograph Wealth Advisors's VB Position: Q1 2026 in Review

Monograph Wealth Advisors held its Vanguard Small-Cap ETF (VB) position steady in Q1 2026 at 786 shares worth $206K. The position accounts for 0.02% of the portfolio, ranked #138.

Monograph Wealth Advisors first reported a position in VB in Q3 2023 and has held it in 10 quarters since. The position peaked at $360K in Q4 2023. 2,386 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Monograph Wealth Advisors held 786 shares of Vanguard Small-Cap ETF worth $206K as of Q1 2026.
Monograph Wealth Advisors left its Vanguard Small-Cap ETF share count unchanged in Q1 2026.
Vanguard Small-Cap ETF made up 0.02% of Monograph Wealth Advisors's portfolio in Q1 2026, its #138 holding.
Monograph Wealth Advisors first reported a position in Vanguard Small-Cap ETF in Q3 2023 and has held it in 10 quarters since.
Monograph Wealth Advisors's Vanguard Small-Cap ETF position peaked at $360K in Q4 2023.
2,386 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.