MONOGRAPH WEALTH ADVISORS, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1776588
MANHATTAN BEACH, CA
Position in VB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$238,252
+$32,383 QoQ
Shares Held
786
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#481
of 556 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,252 | 786 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $205,869 | 786 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $202,748 | 786 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $199,864 | 786 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $319,212 | 1,347 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $307,077 | 1,278 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $303,154 | 1,278 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $269,497 | 1,236 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $282,537 | 1,236 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $359,674 | 1,686 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $318,772 | 1,686 | Shares | Sole | 2023-11-16 | |
| No filing history on record for this holder in this stock. | ||||||