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Montecito Bank & Trust: VGSH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Montecito Bank & Trust on VGSH, newest first. How the timeline and the estimate are built.

Montecito Bank & Trust held 253,374 VGSH shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 253,374 shares
    Change vs previous 13F +6,631 shares

    2.21% of the 13F portfolio, value $14,584,207.

    13F-HR 0001422508-26-000004 filed by Montecito Bank & Trust
    Accepted , ingested

  2. period ended2026-06-30
    13F 246,743 shares
    Change vs previous 13F +9,464 shares

    2.15% of the 13F portfolio, value $14,360,442.

    13F-HR 0001422508-26-000003 filed by Montecito Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 237,279 shares
    Change vs previous 13F +6,431 shares

    2.29% of the 13F portfolio, value $13,890,313.

    13F-HR 0001422508-26-000002 filed by Montecito Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 230,848 shares
    Change vs previous 13F +7,432 shares

    2.16% of the 13F portfolio, value $13,557,703.

    13F-HR 0001422508-26-000001 filed by Montecito Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 223,416 shares
    Change vs previous 13F -16,075 shares

    2.04% of the 13F portfolio, value $13,148,032.

    13F-HR 0001422508-25-000004 filed by Montecito Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 239,491 shares
    Change vs previous 13F +12,685 shares

    2.49% of the 13F portfolio, value $14,055,727.

    13F-HR 0001422508-25-000002 filed by Montecito Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 226,806 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $13,195,573.

    13F-HR 0001422508-25-000001 filed by Montecito Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).