MGWA
VBR icon

Monument Group Wealth Advisors’s Vanguard 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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Monument Group Wealth Advisors reduced its Vanguard Small-Cap Value ETF (VBR) stake by 1.2% in Q1 2026, selling an estimated $21.7K and leaving 7,708 shares worth $1.67M. The position accounts for 0.93% of the portfolio, ranked #10.

Monument Group Wealth Advisors first reported a position in VBR in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.72M in Q3 2025. 1,701 funds tracked by Wall St. Rank hold VBR as of Q1 2026.

  • Monument Group Wealth Advisors held 7,708 shares of Vanguard Small-Cap Value ETF worth $1.67M as of Q1 2026.
  • Monument Group Wealth Advisors sold 97 Vanguard Small-Cap Value ETF shares in Q1 2026, an estimated $21.7K.
  • Vanguard Small-Cap Value ETF made up 0.93% of Monument Group Wealth Advisors's portfolio in Q1 2026, its #10 holding.
  • Monument Group Wealth Advisors first reported a position in Vanguard Small-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
  • Monument Group Wealth Advisors's Vanguard Small-Cap Value ETF position peaked at $1.72M in Q3 2025.
  • 1,701 funds tracked by Wall St. Rank held Vanguard Small-Cap Value ETF as of Q1 2026.

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