Vanguard Financials ETF shares owned by A. Montag and Associates
Quarter-by-quarter ownership of Vanguard Financials ETF (VFH) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in Vanguard Financials ETF
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Quarterly reported holdings in Vanguard Financials ETF by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $924k | 7.0k | 131.24 |
| 2025-06-30 | $475k | 3.7k | 127.30 |
| 2025-03-31 | $445k | 3.7k | 119.47 |
| 2024-12-31 | $451k | 3.8k | 118.07 |
| 2024-09-30 | $341k | 3.1k | 110.46 |
| 2024-06-30 | $297k | 3.0k | 100.34 |
| 2024-03-31 | $303k | 3.0k | 102.39 |
| 2023-12-31 | $31k | 334 | 92.26 |
| 2023-09-30 | $35k | 434 | 80.82 |
| 2023-06-30 | $53k | 648 | 81.68 |
| 2023-03-31 | $115k | 1.5k | 77.89 |
| 2022-12-31 | $399k | 4.8k | 82.73 |
| 2022-09-30 | $175k | 2.3k | 74.79 |
| 2022-06-30 | $181k | 2.3k | 77.35 |
| 2022-03-31 | $236k | 2.5k | 93.32 |
| 2021-12-31 | $38k | 393 | 96.69 |
| 2021-09-30 | $36k | 393 | 91.60 |
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