Vanguard Growth ETF shares owned by A. Montag and Associates
Quarter-by-quarter ownership of Vanguard Growth ETF (VUG) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in Vanguard Growth ETF
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Quarterly reported holdings in Vanguard Growth ETF by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 10k | 480.12 |
| 2025-06-30 | $4.5M | 10k | 438.90 |
| 2025-03-31 | $3.8M | 10k | 370.82 |
| 2024-12-31 | $4.2M | 10k | 410.44 |
| 2024-09-30 | $4.0M | 11k | 383.93 |
| 2024-06-30 | $3.9M | 10k | 374.47 |
| 2024-03-31 | $4.1M | 12k | 344.20 |
| 2023-12-31 | $3.6M | 12k | 310.88 |
| 2023-09-30 | $2.6M | 9.4k | 272.31 |
| 2023-06-30 | $2.8M | 9.7k | 282.96 |
| 2023-03-31 | $860k | 3.4k | 249.44 |
| 2022-12-31 | $1.3M | 6.0k | 213.11 |
| 2022-09-30 | $890k | 4.2k | 213.99 |
| 2022-06-30 | $825k | 3.7k | 222.79 |
| 2022-03-31 | $1.1M | 3.8k | 287.49 |
| 2021-12-31 | $1.1M | 3.6k | 320.81 |
| 2021-09-30 | $1.0M | 3.6k | 290.24 |
| 2021-06-30 | $767k | 2.7k | 286.73 |
| 2021-03-31 | $688k | 2.7k | 257.20 |
| 2020-12-31 | $608k | 2.4k | 253.33 |
| 2020-09-30 | $553k | 2.4k | 227.76 |
| 2020-06-30 | $546k | 2.7k | 202.22 |
| 2020-03-31 | $595k | 3.8k | 156.58 |
| 2019-12-31 | $692k | 3.8k | 182.11 |
| 2019-09-30 | $632k | 3.8k | 166.32 |
| 2019-06-30 | $621k | 3.8k | 163.42 |
| 2019-03-31 | $594k | 3.8k | 156.32 |
| 2018-12-31 | $510k | 3.8k | 134.21 |
More positions owned by A. Montag and Associates
Home Depot (HD)
View all positions for A. Montag and Associates