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Vanguard Small-Cap Growth ETF shares owned by Modera Wealth Management

Quarter-by-quarter ownership of Vanguard Small-Cap Growth ETF (VBK) shares owned by Modera Wealth Management from 13F filings

Historical chart of Modera Wealth Management investment in Vanguard Small-Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Growth ETF held by Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap Growth ETF by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $20M 75k 267.37
2024-06-30 $19M 74k 250.13
2024-03-31 $4.3M 16k 260.73
2023-12-31 $4.0M 17k 241.78
2023-09-30 $44M 277k 159.49
2023-06-30 $3.8M 17k 229.75
2023-03-31 $2.1M 9.9k 216.40
2022-12-31 $3.0M 15k 200.53
2022-09-30 $3.2M 16k 195.16
2022-06-30 $4.4M 22k 197.04
2022-03-31 $5.3M 21k 248.14
2021-12-31 $5.7M 20k 281.80
2021-09-30 $3.1M 11k 280.14
2021-06-30 $3.2M 11k 289.82
2021-03-31 $3.2M 12k 274.67
2020-12-31 $3.1M 12k 267.69
2020-09-30 $361k 1.7k 215.01
2020-06-30 $318k 1.6k 199.50
2020-03-31 $240k 1.6k 150.56
2019-12-31 $340k 1.7k 198.71
2019-09-30 $322k 1.8k 182.23
2019-06-30 $339k 1.8k 186.47
2019-03-31 $379k 2.1k 179.54
2018-12-31 $318k 2.1k 150.64
2018-09-30 $418k 2.2k 187.36
2018-06-30 $392k 2.2k 175.71
2018-03-31 $277k 1.7k 164.00
2017-12-31 $272k 1.7k 160.95
2017-09-30 $258k 1.7k 152.75
2017-06-30 $246k 1.7k 145.65
2017-03-31 $252k 1.8k 140.47
2016-12-31 $343k 2.6k 133.26
2016-09-30 $229k 1.7k 132.06

More positions owned by Modera Wealth Management

EQT Corporation (EQT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Modera Wealth Management

Top funds holding Vanguard Small-Cap Growth ETF

Bank of America Corporation
Jones Financial Companies, L.L
Morgan Stanley
Axiom Advisory
Assetmark
CI Private Wealth
Sei Investments
Mather Group
Wells Fargo & Company
Envestnet Asset Management
Pnc Financial Services
LPL Financial
Rsm Us Wealth Management
Moneta Group Investment Advisors
Tiaa Trust, National Association

View all funds holding Vanguard Small-Cap Growth ETF