Vanguard Short-Term Bond ETF shares owned by A. Montag and Associates
Quarter-by-quarter ownership of Vanguard Short-Term Bond ETF (BSV) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in Vanguard Short-Term Bond ETF
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Quarterly reported holdings in Vanguard Short-Term Bond ETF by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $891k | 11k | 78.91 |
| 2025-06-30 | $851k | 11k | 78.70 |
| 2025-03-31 | $792k | 10k | 78.28 |
| 2024-12-31 | $771k | 10k | 77.27 |
| 2024-09-30 | $785k | 10k | 78.69 |
| 2024-06-30 | $963k | 13k | 76.70 |
| 2024-03-31 | $967k | 13k | 76.67 |
| 2023-12-31 | $985k | 13k | 77.02 |
| 2023-09-30 | $1.0M | 14k | 75.17 |
| 2023-06-30 | $1.1M | 14k | 75.57 |
| 2023-03-31 | $638k | 8.3k | 76.49 |
| 2022-12-31 | $180k | 2.4k | 75.28 |
| 2022-09-30 | $166k | 2.2k | 74.91 |
| 2022-06-30 | $229k | 3.0k | 76.85 |
| 2022-03-31 | $340k | 4.4k | 77.93 |
| 2021-12-31 | $353k | 4.4k | 80.91 |
| 2021-09-30 | $358k | 4.4k | 82.05 |
| 2021-06-30 | $286k | 3.5k | 82.30 |
| 2021-03-31 | $306k | 3.7k | 82.26 |
| 2020-12-31 | $267k | 3.2k | 82.92 |
More positions owned by A. Montag and Associates
Home Depot (HD)
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