Vanguard Small-Cap Value ETF shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Vanguard Small-Cap Value ETF (VBR) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in Vanguard Small-Cap Value ETF
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Quarterly reported holdings in Vanguard Small-Cap Value ETF by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $75M | 358k | 208.71 |
| 2025-06-30 | $71M | 362k | 195.01 |
| 2025-03-31 | $65M | 351k | 186.29 |
| 2024-12-31 | $70M | 354k | 198.18 |
| 2024-09-30 | $63M | 316k | 200.78 |
| 2024-06-30 | $58M | 317k | 182.52 |
| 2024-03-31 | $56M | 294k | 191.88 |
| 2023-12-31 | $50M | 280k | 179.97 |
| 2023-09-30 | $11M | 143k | 75.66 |
| 2023-06-30 | $46M | 280k | 165.40 |
| 2023-03-31 | $35M | 222k | 158.76 |
| 2022-12-31 | $36M | 227k | 158.80 |
| 2022-09-30 | $28M | 196k | 143.40 |
| 2022-06-30 | $30M | 197k | 149.82 |
| 2022-03-31 | $30M | 170k | 175.94 |
| 2021-12-31 | $31M | 172k | 178.85 |
| 2021-09-30 | $23M | 136k | 169.26 |
| 2021-06-30 | $24M | 138k | 173.66 |
| 2021-03-31 | $23M | 141k | 165.61 |
| 2020-12-31 | $20M | 144k | 142.20 |
| 2020-09-30 | $11M | 101k | 110.63 |
| 2020-06-30 | $11M | 107k | 106.92 |
| 2020-03-31 | $10M | 116k | 88.80 |
| 2019-12-31 | $18M | 128k | 137.07 |
| 2019-09-30 | $17M | 131k | 128.85 |
| 2019-06-30 | $17M | 134k | 130.54 |
| 2019-03-31 | $18M | 136k | 128.73 |
| 2018-12-31 | $16M | 138k | 114.06 |
| 2018-09-30 | $20M | 144k | 139.36 |
| 2018-06-30 | $20M | 147k | 135.79 |
| 2018-03-31 | $19M | 150k | 129.42 |
| 2017-12-31 | $20M | 148k | 132.78 |
| 2017-09-30 | $19M | 150k | 127.79 |
| 2017-06-30 | $19M | 151k | 122.91 |
| 2017-03-31 | $19M | 151k | 122.86 |
| 2016-12-31 | $19M | 160k | 121.00 |
| 2016-09-30 | $19M | 169k | 110.66 |
| 2016-06-30 | $18M | 175k | 105.31 |
| 2016-03-31 | $19M | 184k | 101.88 |
| 2015-12-31 | $17M | 172k | 98.77 |
| 2015-09-30 | $16M | 168k | 96.85 |
| 2015-06-30 | $18M | 163k | 107.81 |
| 2015-03-31 | $17M | 156k | 108.95 |
| 2014-12-31 | $16M | 151k | 105.77 |
| 2014-09-30 | $14M | 141k | 99.74 |
| 2014-06-30 | $15M | 138k | 105.50 |
| 2014-03-31 | $14M | 134k | 100.64 |
| 2013-12-31 | $13M | 133k | 97.37 |
| 2013-09-30 | $12M | 135k | 90.24 |
| 2013-06-30 | $12M | 137k | 83.70 |
| 2013-03-31 | $12M | 141k | 82.15 |
| 2012-12-31 | $10M | 142k | 72.65 |
| 2012-09-30 | $11M | 148k | 71.90 |
| 2012-03-31 | $7.8M | 111k | 70.38 |
| 2011-12-31 | $9.4M | 149k | 62.67 |