Monograph Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History
Monograph Wealth Advisors, LLC
- $937 Million
- Q3 2025
A detailed history of Monograph Wealth Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 786 shares of VB stock, worth $196,350. This represents 0.02% of its overall portfolio holdings.
Number of Shares
786
Previous 1,347
41.65%
Holding current value
$196,350
Previous $319,000
37.62%
% of portfolio
0.02%
Previous 0.04%
Shares
5 transactions
Others Institutions Holding VB
# of Institutions
2,481Shares Held
164MCall Options Held
68.3KPut Options Held
25.4K-
Bank Of America Corp Charlotte, NC23.5MShares$5.86 Billion0.42% of portfolio
-
Morgan Stanley New York, NY7.78MShares$1.94 Billion0.12% of portfolio
-
Wells Fargo & Company San Francisco, CA6.11MShares$1.53 Billion0.31% of portfolio
-
Envestnet Asset Management Inc4.31MShares$1.08 Billion0.34% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.97MShares$991 Million0.32% of portfolio