Vanguard Small-Cap ETF shares owned by Montag & Caldwell
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Montag & Caldwell
from 13F filings
Historical chart of Montag & Caldwell investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Montag & Caldwell
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $834k | 3.6k | 228.59 |
| 2023-12-31 | $592k | 2.8k | 213.33 |
| 2023-09-30 | $499k | 2.6k | 189.07 |
| 2023-06-30 | $497k | 2.5k | 198.89 |
| 2023-03-31 | $417k | 2.2k | 189.56 |
| 2022-12-31 | $404k | 2.2k | 183.54 |
| 2022-09-30 | $721k | 4.2k | 170.93 |
| 2022-06-30 | $892k | 5.1k | 176.18 |
| 2022-03-31 | $363k | 1.7k | 212.78 |
| 2021-12-31 | $306k | 1.4k | 226.00 |
| 2021-09-30 | $253k | 1.2k | 218.86 |
| 2021-06-30 | $221k | 980 | 225.51 |