Vanguard Small-Cap ETF shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap ETF (VB) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in Vanguard Small-Cap ETF
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Quarterly reported holdings in Vanguard Small-Cap ETF by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28M | 111k | 254.28 |
| 2025-06-30 | $26M | 111k | 236.98 |
| 2025-03-31 | $24M | 106k | 221.75 |
| 2024-12-31 | $25M | 105k | 240.28 |
| 2024-09-30 | $18M | 77k | 237.21 |
| 2024-06-30 | $17M | 76k | 218.04 |
| 2024-03-31 | $16M | 72k | 228.59 |
| 2023-12-31 | $13M | 63k | 213.33 |
| 2023-09-30 | $30M | 143k | 212.41 |
| 2023-06-30 | $10M | 52k | 198.89 |
| 2023-03-31 | $1.2M | 6.5k | 189.56 |
| 2022-12-31 | $1.1M | 5.9k | 183.54 |
| 2022-09-30 | $526k | 3.1k | 170.95 |
| 2022-06-30 | $625k | 3.5k | 176.25 |
| 2022-03-31 | $978k | 4.6k | 212.52 |
| 2021-12-31 | $1.1M | 5.0k | 226.04 |
| 2021-09-30 | $567k | 2.6k | 218.75 |
| 2021-06-30 | $687k | 3.1k | 225.25 |
| 2021-03-31 | $562k | 2.6k | 214.26 |
| 2020-12-31 | $499k | 2.6k | 194.69 |
| 2020-09-30 | $248k | 1.6k | 154.04 |