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
Tip: Access up to 7 years of quarterly data
All positions including Vanguard Small-Cap ETF held by Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Vanguard Small-Cap ETF by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $16M | 72k | 228.59 |
| 2023-12-31 | $13M | 63k | 213.33 |
| 2023-09-30 | $9.9M | 53k | 189.07 |
| 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 |