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Vanguard Small-Cap ETF shares owned by Montis Financial

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Montis Financial from 13F filings

Historical chart of Montis Financial investment in Vanguard Small-Cap ETF

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All positions including Vanguard Small-Cap ETF held by Montis Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap ETF by Montis Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $622k 2.4k 254.28
2025-06-30 $650k 2.7k 236.96
2025-03-31 $608k 2.7k 221.73

More positions owned by Montis Financial

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Montis Financial

Top funds holding Vanguard Small-Cap ETF

Morgan Stanley
Wells Fargo & Company
Envestnet Asset Management
LPL Financial
UBS Group
Mercer Global Advisors
Northwestern Mutual Wealth Management Company
Jones Financial Companies, L.L
Captrust Financial Advisors
Ameriprise Financial
Royal Bank of Canada
Raymond James Financial
Creative Planning
Pnc Financial Services
Charles Schwab Investment Management

View all funds holding Vanguard Small-Cap ETF