Vanguard Small-Cap Value ETF shares owned by A. Montag and Associates
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in Vanguard Small-Cap Value ETF
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Small-Cap Value ETF held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Small-Cap Value ETF by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $984k | 5.0k | 198.17 |
| 2024-09-30 | $996k | 5.0k | 200.77 |
| 2024-06-30 | $908k | 5.0k | 183.32 |
| 2024-03-31 | $951k | 5.0k | 191.89 |
| 2023-12-31 | $891k | 5.0k | 179.99 |
| 2023-09-30 | $904k | 5.7k | 159.49 |
| 2023-06-30 | $1.1M | 6.5k | 165.40 |
| 2023-03-31 | $1.0M | 6.5k | 158.76 |
| 2022-12-31 | $811k | 5.1k | 158.80 |
| 2022-09-30 | $733k | 5.1k | 143.47 |
| 2022-06-30 | $658k | 4.4k | 149.82 |
| 2022-03-31 | $829k | 4.7k | 176.05 |
| 2021-12-31 | $842k | 4.7k | 178.81 |
| 2021-09-30 | $797k | 4.7k | 169.25 |
| 2021-06-30 | $763k | 4.4k | 173.73 |
| 2021-03-31 | $659k | 4.0k | 165.62 |
| 2020-12-31 | $566k | 4.0k | 142.25 |
More positions owned by A. Montag and Associates
Home Depot (HD)
View all positions for A. Montag and Associates