Monument Group Wealth Advisors, LLC Vanguard Small Cap Value 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 Value ETF stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 8,227 shares of VBR stock, worth $1.69 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
8,227
Previous 6,854 20.03%
Holding current value
$1.69 Million
Previous $1.34 Billion 28.46%
% of portfolio
1.01%
Previous 0.84%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$195.41 - $212.37 $268,297 - $291,584
1,373 Added 20.03%
8,227 $1.72 Billion
Q2 2025

Jul 29, 2025
BUY
$162.76 - $195.77 $167,317 - $201,251
1,028 Added 17.65%
6,854 $1.34 Billion
Q1 2025

Apr 24, 2025
BUY
$183.02 - $207.75 $18,485 - $20,982
101 Added 1.76%
5,826 $1.09 Billion
Q4 2024

Jan 15, 2025
SELL
$197.36 - $217.3 $90,982 - $100,175
-461 Reduced 7.45%
5,725 $1.13 Billion
Q3 2024

Oct 18, 2024
SELL
$179.99 - $201.6 $11,879 - $13,305
-66 Reduced 1.06%
6,186 $1.24 Billion
Q2 2024

Aug 06, 2024
SELL
$177.65 - $191.11 $129,862 - $139,701
-731 Reduced 10.47%
6,252 $1.14 Billion
Q1 2024

May 07, 2024
SELL
$172.45 - $191.88 $23,280 - $25,903
-135 Reduced 1.9%
6,983 $1.34 Billion
Q4 2023

Feb 01, 2024
BUY
$149.18 - $181.94 $1.06 Million - $1.3 Million
7,118 New
7,118 $1.28 Billion

Others Institutions Holding VBR

# of Institutions
1,794
Shares Held
91.2M
Call Options Held
70.1K
Put Options Held
8.2K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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