Vanguard Small-Cap ETF shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Vanguard Small-Cap ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Small-Cap ETF held by Monticello Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Small-Cap ETF by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $545k | 2.4k | 228.59 |
| 2024-06-30 | $520k | 2.4k | 218.04 |
| 2024-03-31 | $545k | 2.4k | 228.59 |
| 2023-12-31 | $642k | 3.0k | 213.33 |
| 2023-09-30 | $663k | 3.5k | 189.08 |
| 2023-06-30 | $709k | 3.6k | 198.90 |
| 2023-03-31 | $994k | 5.4k | 183.54 |
| 2022-12-31 | $994k | 5.4k | 183.54 |
| 2022-09-30 | $966k | 5.7k | 170.85 |
| 2022-06-30 | $1.1M | 6.1k | 176.19 |
| 2022-03-31 | $1.3M | 6.2k | 212.68 |
| 2021-12-31 | $1.6M | 7.2k | 225.94 |
| 2021-09-30 | $1.8M | 8.2k | 218.61 |
| 2021-06-30 | $1.8M | 8.2k | 225.34 |
| 2021-03-31 | $1.6M | 7.6k | 214.07 |
| 2020-12-31 | $1.6M | 8.4k | 194.63 |
More positions owned by Monticello Wealth Management
View all positions for Monticello Wealth Management