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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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All positions including Vanguard Short-Term Bond ETF held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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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
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