Monument Group Wealth Advisors’s Vanguard Morningstar 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 Q2	$3.91M	Sell	12,891 -987	-7%	-$283K	1.88%	8
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Monument Group Wealth Advisors's VB Position: Q2 2026 in Review

Monument Group Wealth Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 7.1% in Q2 2026, selling an estimated $283K and leaving 12,891 shares worth $3.91M. The position accounts for 1.88% of the portfolio, ranked #8.

Monument Group Wealth Advisors first reported a position in VB in Q4 2023 and has held it in 11 quarters since. 2,478 funds tracked by Wall St. Rank hold VB as of Q2 2026.

Monument Group Wealth Advisors held 12,891 shares of Vanguard Morningstar Small-Cap ETF worth $3.91M as of Q2 2026.
Monument Group Wealth Advisors sold 987 Vanguard Morningstar Small-Cap ETF shares in Q2 2026, an estimated $283K.
Vanguard Morningstar Small-Cap ETF made up 1.88% of Monument Group Wealth Advisors's portfolio in Q2 2026, its #8 holding.
Monument Group Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2023 and has held it in 11 quarters since.
2,478 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q2 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.