Vanguard Small-Cap ETF shares owned by A. Montag and Associates
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $23M | 92k | 255.08 |
| 2025-06-30 | $23M | 97k | 237.77 |
| 2025-03-31 | $28M | 126k | 221.75 |
| 2024-12-31 | $31M | 128k | 240.28 |
| 2024-09-30 | $24M | 100k | 237.91 |
| 2024-06-30 | $20M | 93k | 218.89 |
| 2024-03-31 | $25M | 111k | 228.59 |
| 2023-12-31 | $23M | 110k | 213.33 |
| 2023-09-30 | $12M | 62k | 189.07 |
| 2023-06-30 | $15M | 76k | 198.89 |
| 2023-03-31 | $14M | 76k | 189.56 |
| 2022-12-31 | $14M | 76k | 183.54 |
| 2022-09-30 | $13M | 74k | 170.91 |
| 2022-06-30 | $12M | 67k | 176.11 |
| 2022-03-31 | $19M | 88k | 212.52 |
| 2021-12-31 | $25M | 109k | 226.01 |
| 2021-09-30 | $18M | 80k | 218.67 |
| 2021-06-30 | $18M | 78k | 225.27 |
| 2021-03-31 | $14M | 65k | 214.08 |
| 2020-12-31 | $13M | 67k | 194.69 |
| 2020-09-30 | $3.7M | 24k | 153.81 |
| 2020-06-30 | $3.3M | 22k | 145.73 |
| 2020-03-31 | $669k | 5.8k | 115.46 |
| 2019-12-31 | $721k | 4.4k | 165.71 |
| 2019-09-30 | $593k | 3.9k | 153.87 |
| 2019-06-30 | $411k | 2.6k | 156.81 |
| 2019-03-31 | $380k | 2.5k | 152.86 |
More positions owned by A. Montag and Associates
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