Monument Group Wealth Advisors’s Vanguard Value ETF VTV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.14M	Sell	21,118 -1,833	-8%	-$367K	2.3%	7
2025 Q4	$4.38M	Buy	22,951 +1,136	+5%	+$214K	2.39%	7
2025 Q3	$4.07M	Buy	21,815 +2,634	+14%	+$477K	2.4%	6
2025 Q2	$3.39M	Buy	19,181 +1,188	+7%	+$201K	2.13%	6
2025 Q1	$3.11M	Buy	17,993 +2,357	+15%	+$411K	2.15%	6
2024 Q4	$2.65M	Sell	15,636 -1,031	-6%	-$181K	1.87%	7
2024 Q3	$2.91M	Sell	16,667 -65	-0.4%	-$10.9K	1.75%	6
2024 Q2	$2.68M	Sell	16,732 -1,033	-6%	-$165K	1.81%	6
2024 Q1	$2.89M	Sell	17,765 -1,717	-9%	-$265K	2.14%	6
2023 Q4	$2.91M	Buy	+19,482	New	+$2.74M	2.48%	6

Other funds holding VTV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

Monument Group Wealth Advisors reduced its Vanguard Value ETF (VTV) stake by 8% in Q1 2026, selling an estimated $367K and leaving 21,118 shares worth $4.14M. The position accounts for 2.3% of the portfolio, ranked #7.

Monument Group Wealth Advisors first reported a position in VTV in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.38M in Q4 2025. 2,698 funds tracked by Wall St. Rank hold VTV as of Q1 2026.

Monument Group Wealth Advisors held 21,118 shares of Vanguard Value ETF worth $4.14M as of Q1 2026.
Monument Group Wealth Advisors sold 1,833 Vanguard Value ETF shares in Q1 2026, an estimated $367K.
Vanguard Value ETF made up 2.3% of Monument Group Wealth Advisors's portfolio in Q1 2026, its #7 holding.
Monument Group Wealth Advisors first reported a position in Vanguard Value ETF in Q4 2023 and has held it in 10 quarters since.
Monument Group Wealth Advisors's Vanguard Value ETF position peaked at $4.38M in Q4 2025.
2,698 funds tracked by Wall St. Rank held Vanguard Value ETF as of Q1 2026.

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