Monument Group Wealth Advisors
VB icon

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
Q3 		$3.66M Sell
12,872
-19
-0.1% -$5.66K 1.72% 8
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

Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Grimes & Company
Grimes & Company Westborough, Massachusetts $4.26B AUM 24.58% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Nicholas Hoffman & Company
Nicholas Hoffman & Company Atlanta, Georgia $4.79B AUM 11.78% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Monument Group Wealth Advisors's VB Position: Q3 2026 in Review

Monument Group Wealth Advisors reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 0.15% in Q3 2026, selling an estimated $5.66K and leaving 12,872 shares worth $3.66M. The position accounts for 1.72% of the portfolio, ranked #8.

Monument Group Wealth Advisors first reported a position in VB in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.91M in Q2 2026. 1,517 funds tracked by Wall St. Rank hold VB as of Q3 2026.

  • Monument Group Wealth Advisors held 12,872 shares of Vanguard Morningstar Small-Cap ETF worth $3.66M as of Q3 2026.
  • Monument Group Wealth Advisors sold 19 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $5.66K.
  • Vanguard Morningstar Small-Cap ETF made up 1.72% of Monument Group Wealth Advisors's portfolio in Q3 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 12 quarters since.
  • Monument Group Wealth Advisors's Vanguard Morningstar Small-Cap ETF position peaked at $3.91M in Q2 2026.
  • 1,517 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on Monument Group Wealth Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.