Monument Group Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History

Monument Group Wealth Advisors, LLC

$170 Billion
Q3 2025

A detailed history of Monument Group Wealth Advisors, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 14,663 shares of VB stock, worth $3.66 Million. This represents 2.2% of its overall portfolio holdings.

Number of Shares

14,663

Previous 12,847 14.14%

Holding current value

$3.66 Million

Previous $3.04 Billion 22.47%

% of portfolio

2.2%

Previous 1.92%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$237.58 - $259.17 $431,445 - $470,652	1,816 Added 14.14%	14,663 $3.73 Billion
Q2 2025 Jul 29, 2025	BUY	$193.73 - $237.37 $93,571 - $114,649	483 Added 3.91%	12,847 $3.04 Billion
Q1 2025 Apr 24, 2025	BUY	$217.89 - $252.64 $205,688 - $238,492	944 Added 8.27%	12,364 $2.74 Billion
Q4 2024 Jan 15, 2025	SELL	$233.76 - $261.58 $75,738 - $84,751	-324 Reduced 2.76%	11,420 $2.74 Billion
Q2 2024 Aug 06, 2024	SELL	$210.76 - $226.94 $21,497 - $23,147	-102 Reduced 0.86%	11,744 $2.56 Billion

Q1 2024 May 07, 2024	SELL	$204.0 - $228.59 $271,728 - $304,481	-1,332 Reduced 10.11%	11,846 $2.71 Billion
Q4 2023 Feb 01, 2024	BUY	$175.26 - $215.9 $2.31 Million - $2.85 Million	13,178 New	13,178 $2.81 Billion

Others Institutions Holding VB

# of Institutions

2,482

Shares Held

164M

Call Options Held

68.3K

Put Options Held

26.1K

View Full List

About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

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Monument Group Wealth Advisors, LLC Vanguard Small Cap ETF Transaction History