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

Monument Group 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	$3.64M	Sell	13,878 -102	-0.7%	-$27.6K	2.02%	8
2025 Q4	$3.61M	Sell	13,980 -683	-5%	-$175K	1.97%	8
2025 Q3	$3.73M	Buy	14,663 +1,816	+14%	+$450K	2.2%	7
2025 Q2	$3.04M	Buy	12,847 +483	+4%	+$108K	1.92%	7
2025 Q1	$2.74M	Buy	12,364 +944	+8%	+$225K	1.9%	7
2024 Q4	$2.74M	Sell	11,420 -324	-3%	-$79.7K	1.94%	6
2024 Q3	$2.79M	Hold	11,744	–	–	1.67%	7
2024 Q2	$2.56M	Sell	11,744 -102	-0.9%	-$22.4K	1.72%	7
2024 Q1	$2.71M	Sell	11,846 -1,332	-10%	-$287K	2.01%	7
2023 Q4	$2.81M	Buy	+13,178	New	+$2.54M	2.4%	7

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

Monument Group Wealth Advisors's VB Position: Q1 2026 in Review

Monument Group Wealth Advisors reduced its Vanguard Small-Cap ETF (VB) stake by 0.73% in Q1 2026, selling an estimated $27.6K and leaving 13,878 shares worth $3.64M. The position accounts for 2.02% of the portfolio, ranked #8.

Monument Group Wealth Advisors first reported a position in VB in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.73M in Q3 2025. 2,385 funds tracked by Wall St. Rank hold VB as of Q1 2026.

Monument Group Wealth Advisors held 13,878 shares of Vanguard Small-Cap ETF worth $3.64M as of Q1 2026.
Monument Group Wealth Advisors sold 102 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $27.6K.
Vanguard Small-Cap ETF made up 2.02% of Monument Group Wealth Advisors's portfolio in Q1 2026, its #8 holding.
Monument Group Wealth Advisors first reported a position in Vanguard Small-Cap ETF in Q4 2023 and has held it in 10 quarters since.
Monument Group Wealth Advisors's Vanguard Small-Cap ETF position peaked at $3.73M in Q3 2025.
2,385 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.