Modera Wealth Management, LLC

Position in VB — Vanguard Morningstar Small-Cap ETF

CIK 1542143 WESTWOOD, NJ

Position in VB

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$27,062,098

-$1,007,763 QoQ

Shares Held

103,322

-5.1% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.92%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$27,062,098	103,322	-5.1%	Shares	Sole	2026-05-06
2025-12-31	$28,069,861	108,819	-1.5%	Shares	Sole	2026-01-21
2025-09-30	$28,103,534	110,522	-0.7%	Shares	Sole	2025-10-31
2025-06-30	$26,380,613	111,320	+4.7%	Shares	Sole	2025-08-06
2025-03-31	$23,578,677	106,330	+1.3%	Shares	Sole	2025-05-08
2024-12-31	$25,228,438	104,996	+37.1%	Shares	Sole	2025-02-06
2024-09-30	$18,167,439	76,588	+1.4%	Shares	Sole	2024-10-24
2024-06-30	$16,462,456	75,502	+5.0%	Shares	Sole	2024-07-29
2024-03-31	$16,433,335	71,890	+14.4%	Shares	Sole	2024-05-14
2023-12-31	$13,405,443	62,839	+19.7%	Shares	Sole	2024-02-14
2023-09-30	$9,929,767	52,519	+0.5%	Shares	Sole	2023-11-30
2023-06-30	$10,393,991	52,260	+700.3%	Shares	Sole	2023-08-07
2023-03-31	$1,237,826	6,530	+10.8%	Shares	Sole	2023-05-05
2022-12-31	$1,081,234	5,891	+91.5%	Shares	Sole	2023-02-07
2022-09-30	$525,890	3,077	-13.2%	Shares	Sole	2022-11-01
2022-06-30	$624,486	3,546	-22.9%	Shares	Sole	2022-07-27
2022-03-31	$978,017	4,602	-8.1%	Shares	Sole	2022-05-03
2021-12-31	$1,131,858	5,008	+93.2%	Shares	Sole	2022-02-04
2021-09-30	$566,792	2,592	-15.0%	Shares	Sole	2021-11-04
2021-06-30	$687,104	3,050	+16.3%	Shares	Sole	2021-08-02
2021-03-31	$561,531	2,623	+2.3%	Shares	Sole	2021-04-29
2020-12-31	$498,964	2,563	+59.2%	Shares	Sole	2021-02-11
2020-09-30	$247,618	1,610	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.