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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
2025-09-30 $17M 58k 297.62
2025-06-30 $17M 62k 276.94
2025-03-31 $16M 65k 251.77
2024-12-31 $20M 72k 280.06
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 $3.5M 17k 214.19
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

Vanguard Index Fds Growth Etf (VUG)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Apple (AAPL)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p Us Vlu (IUSV)

View all positions for Modera Wealth Management

Top funds holding Vanguard Small-Cap Growth ETF

Morgan Stanley
Assetmark
Sei Investments
LPL Financial
CI Private Wealth
Wells Fargo & Company
UBS Group
Pnc Financial Services
Cohen Klingenstein
EP Wealth Advisors
Envestnet Asset Management
Mather Group
Jones Financial Companies, L.L
Rsm Us Wealth Management
Moneta Group Investment Advisors

View all funds holding Vanguard Small-Cap Growth ETF