Vanguard Total World Stock Idx shares owned by A. Montag and Associates
Quarter-by-quarter ownership of Vanguard Total World Stock Idx (VT) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in Vanguard Total World Stock Idx
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Quarterly reported holdings in Vanguard Total World Stock Idx by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $319k | 2.3k | 141.06 |
| 2025-09-30 | $552 | 4 | 138.00 |
| 2025-06-30 | $515 | 4 | 128.75 |
| 2025-03-31 | $434k | 3.7k | 115.96 |
| 2024-12-31 | $439k | 3.7k | 117.47 |
| 2024-09-30 | $1.2M | 9.9k | 119.70 |
| 2024-06-30 | $1.1M | 9.9k | 112.63 |
| 2024-03-31 | $1.1M | 9.9k | 110.50 |
| 2023-12-31 | $1.0M | 9.9k | 102.88 |
| 2023-09-30 | $930k | 10k | 93.18 |
| 2023-06-30 | $968k | 10k | 96.98 |
| 2023-03-31 | $918k | 10k | 92.09 |
| 2022-12-31 | $396k | 4.6k | 86.19 |
| 2022-09-30 | $362k | 4.6k | 78.85 |
| 2022-06-30 | $349k | 4.1k | 85.37 |
| 2022-03-31 | $413k | 4.1k | 101.23 |
| 2021-12-31 | $438k | 4.1k | 107.43 |
| 2021-09-30 | $414k | 4.1k | 101.77 |
| 2021-06-30 | $421k | 4.1k | 103.59 |
| 2021-03-31 | $395k | 4.1k | 97.34 |
| 2020-12-31 | $375k | 4.1k | 92.48 |
| 2020-09-30 | $286k | 3.6k | 80.56 |
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