Vanguard Small-Cap ETF shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $10M | 44k | 228.59 |
| 2023-12-31 | $8.7M | 41k | 213.33 |
| 2023-09-30 | $8.0M | 42k | 189.07 |
| 2023-06-30 | $8.1M | 41k | 198.89 |
| 2023-03-31 | $7.6M | 40k | 189.56 |
| 2022-12-31 | $7.2M | 39k | 183.54 |
| 2022-09-30 | $6.8M | 40k | 172.02 |
| 2022-06-30 | $7.4M | 42k | 176.11 |
| 2022-03-31 | $10M | 47k | 215.54 |
| 2021-12-31 | $11M | 47k | 226.02 |
| 2021-09-30 | $10M | 46k | 220.94 |
| 2021-06-30 | $12M | 52k | 225.29 |
| 2021-03-31 | $11M | 51k | 225.24 |
| 2020-12-31 | $8.7M | 45k | 194.69 |
| 2020-09-30 | $6.7M | 44k | 153.79 |
| 2020-06-30 | $6.9M | 48k | 145.72 |
| 2020-03-31 | $3.2M | 28k | 115.45 |
| 2019-12-31 | $831k | 5.0k | 165.70 |