Monograph Wealth Advisors
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Monograph Wealth Advisors’s Vanguard Morningstar 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
Q3 		$223K Sell
785
-1
-0.1% -$298 0.02% 147
2026
Q2 		$238K Hold
786
– – 0.02% 132
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% +$9.5K 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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Monograph Wealth Advisors's VB Position: Q3 2026 in Review

Monograph Wealth Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.13% in Q3 2026, selling an estimated $298 and leaving 785 shares worth $223K. The position accounts for 0.02% of the portfolio, ranked #147.

Monograph Wealth Advisors first reported a position in VB in Q3 2023 and has held it in 12 quarters since. The position peaked at $360K in Q4 2023. 1,826 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Monograph Wealth Advisors held 785 shares of Vanguard Morningstar Small-Cap ETF worth $223K as of Q3 2026.
  • Monograph Wealth Advisors sold 1 Vanguard Morningstar Small-Cap ETF share in Q3 2026, an estimated $298.
  • Vanguard Morningstar Small-Cap ETF made up 0.02% of Monograph Wealth Advisors's portfolio in Q3 2026, its #147 holding.
  • Monograph Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q3 2023 and has held it in 12 quarters since.
  • Monograph Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $360K in Q4 2023.
  • 1,826 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Monograph Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.