Monument Group Wealth Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Monument Group Wealth Advisors’s Portfolio VBR Stock Details VBR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.83M	Buy	39,196 +31,488	+409%	+$7.32M	0.88%	10
2026 Q1	$1.67M	Sell	7,708 -97	-1%	-$21.7K	0.93%	10
2025 Q4	$1.65M	Sell	7,805 -422	-5%	-$88.4K	0.9%	10
2025 Q3	$1.72M	Buy	8,227 +1,373	+20%	+$281K	1.01%	9
2025 Q2	$1.34M	Buy	6,854 +1,028	+18%	+$190K	0.84%	9
2025 Q1	$1.09M	Buy	5,826 +101	+2%	+$20K	0.75%	11
2024 Q4	$1.13M	Sell	5,725 -461	-7%	-$94.6K	0.8%	10
2024 Q3	$1.24M	Sell	6,186 -66	-1%	-$12.7K	0.75%	11
2024 Q2	$1.14M	Sell	6,252 -731	-10%	-$135K	0.77%	11
2024 Q1	$1.34M	Sell	6,983 -135	-2%	-$24.4K	0.99%	10
2023 Q4	$1.28M	Buy	+7,118	New	+$1.16M	1.09%	10

Other funds holding VBR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

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

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

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

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

Monument Group Wealth Advisors increased its Vanguard Morningstar Small-Cap Value ETF (VBR) stake by 409% in Q2 2026, buying an estimated $7.32M and bringing the position to 39,196 shares worth $1.83M. The position accounts for 0.88% of the portfolio, ranked #10.

Monument Group Wealth Advisors first reported a position in VBR in Q4 2023 and has held it in 11 quarters since. 1,766 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

Monument Group Wealth Advisors held 39,196 shares of Vanguard Morningstar Small-Cap Value ETF worth $1.83M as of Q2 2026.
Monument Group Wealth Advisors bought 31,488 Vanguard Morningstar Small-Cap Value ETF shares in Q2 2026, an estimated $7.32M.
Vanguard Morningstar Small-Cap Value ETF made up 0.88% of Monument Group Wealth Advisors's portfolio in Q2 2026, its #10 holding.
Monument Group Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
1,766 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

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