Monument Group Wealth Advisors, LLC Vanguard 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 Value ETF stock. As of the latest transaction made, Monument Group Wealth Advisors, LLC holds 21,815 shares of VTV stock, worth $4.08 Million. This represents 2.4% of its overall portfolio holdings.
Number of Shares
21,815
Previous 19,181
13.73%
Holding current value
$4.08 Million
Previous $3.39 Billion
20.0%
% of portfolio
2.4%
Previous 2.13%
Shares
8 transactions
Others Institutions Holding VTV
# of Institutions
2,753Shares Held
586MCall Options Held
159KPut Options Held
38.8K-
Bank Of America Corp Charlotte, NC134MShares$25 Billion1.75% of portfolio
-
Jones Financial Companies Lllp54MShares$10.1 Billion6.9% of portfolio
-
Morgan Stanley New York, NY33.2MShares$6.22 Billion0.39% of portfolio
-
Envestnet Asset Management Inc21.9MShares$4.1 Billion1.26% of portfolio
-
Ubs Group Ag13.6MShares$2.55 Billion0.42% of portfolio