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Monument Group Wealth Advisors, LLC: VTI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Monument Group Wealth Advisors, LLC on VTI, newest first. How the timeline and the estimate are built.

Monument Group Wealth Advisors, LLC held 58,267 VTI shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,267 shares
    Change vs previous 13F -4,197 shares

    10.35% of the 13F portfolio, value $21,561,366.

    13F-HR 0001965665-26-000003 filed by Monument Group Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 62,464 shares
    Change vs previous 13F -853 shares

    11.12% of the 13F portfolio, value $20,039,155.

    13F-HR 0001965665-26-000002 filed by Monument Group Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 63,317 shares
    Change vs previous 13F -847 shares

    11.57% of the 13F portfolio, value $21,228,555.

    13F-HR 0001965665-26-000001 filed by Monument Group Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 64,164 shares
    Change vs previous 13F +6,758 shares

    12.4% of the 13F portfolio, value $21,056,886.

    13F-HR 0001965665-25-000005 filed by Monument Group Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 57,406 shares
    Change vs previous 13F +2,460 shares

    10.99% of the 13F portfolio, value $17,447,541.

    13F-HR 0001965665-25-000004 filed by Monument Group Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 54,946 shares
    Change vs previous 13F +934 shares

    10.47% of the 13F portfolio, value $15,101,481.

    13F-HR 0001965665-25-000002 filed by Monument Group Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 54,012 shares
    Change vs previous 13F -3,107 shares

    11.08% of the 13F portfolio, value $15,653,247.

    13F-HR 0001965665-25-000001 filed by Monument Group Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 57,119 shares
    Change vs previous 13F not available

    9.72% of the 13F portfolio, value $16,173,959.

    13F-HR 0001965665-24-000007 filed by Monument Group Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).