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
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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 |
|---|---|---|---|
| 2024-03-31 | $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 |
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