Monument Group Wealth Advisors, LLC
Position in VB — Vanguard Morningstar Small-Cap ETF
CIK 1965665
CONCORD, MA
Position in VB
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$3,634,925
+$28,784 QoQ
Shares Held
13,878
-0.7% QoQ
Ownership
—
of shares outstanding
% of Portfolio
16.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VB Over Time
Shares Held
Position Value (USD)
All Filings in VB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,634,925 | 13,878 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $3,606,141 | 13,980 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $3,728,507 | 14,663 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $3,044,482 | 12,847 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,741,717 | 12,364 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,743,997 | 11,420 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,785,794 | 11,744 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $2,560,661 | 11,744 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,707,877 | 11,846 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $2,811,262 | 13,178 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||