Modera Wealth Management, LLC - VANGUARD WORLD FDS ownership

VANGUARD WORLD FDS's ticker is VDE and the CUSIP is 92204A306. A total of 475 filers reported holding VANGUARD WORLD FDS in Q4 2021. The put-call ratio across all filers is 0.27 and the average weighting 0.3%.

Quarter-by-quarter ownership
Modera Wealth Management, LLC ownership history of VANGUARD WORLD FDS
ValueSharesWeighting
Q3 2023$835,302
+16.7%
6,591
+3.9%
0.02%
+23.1%
Q2 2023$715,874
+13.4%
6,341
+14.8%
0.01%
-45.8%
Q1 2023$631,045
-10.7%
5,524
-5.2%
0.02%
-17.2%
Q4 2022$706,278
+30.8%
5,824
+9.6%
0.03%
+7.4%
Q3 2022$540,000
+8.9%
5,314
+6.6%
0.03%
+12.5%
Q2 2022$496,000
-59.9%
4,984
-56.9%
0.02%
-56.4%
Q1 2022$1,237,000
+29.7%
11,557
-6.1%
0.06%
+52.8%
Q4 2021$954,000
+26.5%
12,302
+20.5%
0.04%
-7.7%
Q3 2021$754,000
-2.6%
10,205
+0.1%
0.04%
-7.1%
Q2 2021$774,000
+1.7%
10,197
-8.9%
0.04%
-14.3%
Q1 2021$761,000
+26.6%
11,190
-3.3%
0.05%
+2.1%
Q4 2020$601,000
+47.3%
11,573
+198.2%
0.05%
-42.2%
Q3 2018$408,000
-5.1%
3,881
-5.2%
0.08%
-8.8%
Q2 2018$430,000
-12.2%
4,094
-22.9%
0.09%
-10.8%
Q1 2018$490,000
-6.3%
5,309
+0.4%
0.10%
-9.7%
Q4 2017$523,000
+2.3%
5,287
-3.3%
0.11%
-1.7%
Q3 2017$511,000
+5.6%
5,4650.0%0.12%
-2.5%
Q2 2017$484,000
-3.4%
5,465
+5.4%
0.12%
-6.3%
Q1 2017$501,000
-13.3%
5,184
-6.2%
0.13%
-35.4%
Q4 2016$578,000
-1.7%
5,525
-8.2%
0.20%
-1.0%
Q3 2016$588,000
-8.8%
6,016
-11.2%
0.20%
-12.4%
Q2 2016$645,000
+3.7%
6,778
-6.5%
0.22%
+3.7%
Q1 2016$622,000
-1.1%
7,247
-4.3%
0.22%
-12.9%
Q4 2015$629,000
-8.4%
7,573
-6.5%
0.25%
-12.9%
Q3 2015$687,000
-24.5%
8,102
-4.8%
0.29%
-20.3%
Q2 2015$910,000
-7.2%
8,507
-5.2%
0.36%
-6.3%
Q1 2015$981,000
-12.3%
8,974
-10.5%
0.38%
-11.8%
Q4 2014$1,119,000
-28.9%
10,023
-16.5%
0.43%
-34.8%
Q3 2014$1,574,000
-7.6%
12,008
+1.5%
0.67%
-13.8%
Q2 2014$1,703,000
+4.6%
11,829
-6.7%
0.77%
+19.7%
Q1 2014$1,628,000
-9.0%
12,681
-10.4%
0.65%
-5.0%
Q4 2013$1,789,000
-11.0%
14,147
-16.1%
0.68%
-29.5%
Q3 2013$2,011,000
-14.4%
16,858
-19.3%
0.96%
-20.0%
Q2 2013$2,350,00020,8971.21%
Other shareholders
VANGUARD WORLD FDS shareholders Q4 2021
NameSharesValueWeighting ↓
TrueWealth Financial Partners 137,121$14,677,00014.11%
Juniper Hill Capital Management LP 308,860$33,060,0009.54%
Beacon Capital Management, Inc. 2,427,672$259,858,0008.30%
Main Management ETF Advisors, LLC 803,600$86,017,0007.99%
RFG HOLDINGS, INC. 108,959$11,663,0007.24%
M Financial Asset Management, Inc. 14,505$1,553,0006.43%
Arlington Capital Management, Inc. 13,600$1,456,0005.91%
Tranquilli Financial Advisor LLC 76,933$8,235,0005.86%
GoalFusion Wealth Management, LLC 53,783$5,758,0004.96%
Berkeley Capital Partners, LLC 95,178$10,188,0004.06%
View complete list of VANGUARD WORLD FDS shareholders