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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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All positions including Vanguard Growth ETF held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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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
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