Vanguard S&p 500 Etf idx shares owned by A. Montag and Associates
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21M | 35k | 614.11 |
| 2025-06-30 | $22M | 39k | 569.77 |
| 2025-03-31 | $19M | 38k | 513.91 |
| 2024-12-31 | $20M | 36k | 538.81 |
| 2024-09-30 | $20M | 37k | 529.31 |
| 2024-06-30 | $18M | 36k | 501.91 |
| 2024-03-31 | $15M | 30k | 480.70 |
| 2023-12-31 | $12M | 28k | 436.80 |
| 2023-09-30 | $11M | 28k | 394.19 |
| 2023-06-30 | $11M | 27k | 408.86 |
| 2023-03-31 | $10M | 27k | 376.07 |
| 2022-12-31 | $8.6M | 25k | 351.34 |
| 2022-09-30 | $4.4M | 14k | 329.80 |
| 2022-06-30 | $4.9M | 14k | 348.32 |
| 2022-03-31 | $5.8M | 14k | 415.20 |
| 2021-12-31 | $5.2M | 12k | 436.61 |
| 2021-09-30 | $4.3M | 11k | 394.39 |
| 2021-06-30 | $4.5M | 12k | 393.53 |
| 2021-03-31 | $4.1M | 11k | 364.32 |
| 2020-12-31 | $3.1M | 9.0k | 343.69 |
| 2020-09-30 | $2.8M | 9.0k | 307.67 |
| 2020-06-30 | $2.5M | 8.9k | 283.48 |
| 2020-03-31 | $2.4M | 10k | 236.79 |
| 2019-12-31 | $2.1M | 7.2k | 295.75 |
| 2019-09-30 | $1.9M | 7.1k | 272.56 |
| 2019-06-30 | $1.7M | 6.5k | 269.18 |
| 2019-03-31 | $1.6M | 6.2k | 259.62 |
| 2018-12-31 | $1.3M | 5.5k | 229.78 |
| 2018-09-30 | $883k | 3.3k | 267.09 |
| 2018-06-30 | $825k | 3.3k | 249.55 |
| 2018-03-31 | $711k | 2.9k | 242.25 |
| 2017-12-31 | $781k | 3.2k | 245.21 |
| 2017-09-30 | $760k | 3.3k | 230.65 |
| 2017-06-30 | $732k | 3.3k | 222.15 |
| 2017-03-31 | $709k | 3.3k | 216.22 |
| 2016-12-31 | $691k | 3.4k | 205.23 |
| 2016-09-30 | $611k | 3.1k | 198.70 |
| 2016-06-30 | $1.1M | 5.6k | 192.29 |
| 2016-03-31 | $1.1M | 5.9k | 188.52 |
| 2015-12-31 | $1.2M | 6.2k | 186.88 |
| 2015-09-30 | $1.1M | 6.2k | 175.71 |
| 2015-06-30 | $1.1M | 5.8k | 188.79 |
| 2015-03-31 | $1.1M | 5.8k | 189.14 |
| 2014-12-31 | $367k | 2.0k | 188.21 |
| 2014-09-30 | $352k | 2.0k | 180.51 |
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