Mountain Capital Investment Advisors »

Vanguard Small-Cap ETF shares owned by Mountain Capital Investment Advisors

Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Mountain Capital Investment Advisors from 13F filings

Historical chart of Mountain Capital Investment Advisors investment in Vanguard Small-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap ETF held by Mountain Capital Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard Small-Cap ETF by Mountain Capital Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $34M 131k 254.96
2025-06-30 $34M 141k 239.44
2025-03-31 $36M 168k 215.30
2024-12-31 $38M 154k 248.52
2024-09-30 $25M 97k 253.20
2024-06-30 $23M 100k 228.34
2024-03-31 $20M 89k 225.29
2023-12-31 $17M 81k 210.14
2023-09-30 $15M 81k 183.42
2023-06-30 $14M 68k 205.77
2020-12-31 $3.0M 15k 194.67
2017-09-30 $62k 442 140.27
2017-06-30 $60k 442 135.75