Modera Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOO and the CUSIP is 922908363. A total of 2,220 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.80 and the average weighting 2.4%.

Quarter-by-quarter ownership
Modera Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,116,672
-17.5%
13,030
-14.5%
0.10%
-15.0%
Q2 2023$6,205,007
+22.3%
15,235
+12.9%
0.11%
-42.6%
Q1 2023$5,074,755
+19.5%
13,494
+11.7%
0.20%
+13.9%
Q4 2022$4,244,912
+70.5%
12,082
+59.3%
0.17%
+37.3%
Q3 2022$2,490,000
-10.9%
7,584
-5.9%
0.13%
-5.3%
Q2 2022$2,795,000
-23.2%
8,057
-8.1%
0.13%
-17.4%
Q1 2022$3,641,000
+8.4%
8,769
+14.0%
0.16%
+25.8%
Q4 2021$3,359,000
+48.4%
7,694
+34.0%
0.13%
+10.3%
Q3 2021$2,264,000
+4.6%
5,740
+4.4%
0.12%
-0.9%
Q2 2021$2,164,000
-78.7%
5,498
-80.3%
0.12%
-82.3%
Q1 2021$10,173,000
+6.5%
27,926
+0.5%
0.66%
-12.8%
Q4 2020$9,553,000
+540.3%
27,797
+473.1%
0.76%
+243.0%
Q3 2020$1,492,000
+132.4%
4,850
+114.2%
0.22%
+116.7%
Q2 2020$642,000
+18.9%
2,264
-0.7%
0.10%
-9.7%
Q1 2020$540,000
-17.4%
2,280
+3.2%
0.11%
+10.8%
Q4 2019$654,000
-3.7%
2,210
-11.3%
0.10%
-9.7%
Q3 2019$679,000
+1.2%
2,492
-0.1%
0.11%
-7.4%
Q2 2019$671,000
-0.6%
2,494
-4.0%
0.12%
-3.2%
Q1 2019$675,000
+16.0%
2,599
+2.7%
0.13%
+9.6%
Q4 2018$582,000
-6.6%
2,531
+8.5%
0.12%
-8.7%
Q3 2018$623,000
+7.0%
2,3330.0%0.13%
+2.4%
Q2 2018$582,000
-28.7%
2,333
-30.8%
0.12%
-27.2%
Q1 2018$816,000
+2.9%
3,371
+4.3%
0.17%
-1.2%
Q4 2017$793,000
-3.9%
3,231
-9.6%
0.17%
-8.1%
Q3 2017$825,000
+2.9%
3,576
-1.0%
0.19%
-4.6%
Q2 2017$802,000
+20.4%
3,612
+17.3%
0.20%
+16.8%
Q1 2017$666,000
+2.0%
3,078
-3.3%
0.17%
-24.1%
Q4 2016$653,000
+38.1%
3,182
+33.6%
0.22%
+38.4%
Q3 2016$473,000
+3.3%
2,3820.0%0.16%
-0.6%
Q2 2016$458,000
-4.2%
2,382
-6.0%
0.16%
-4.2%
Q1 2016$478,000
-1.8%
2,533
-2.8%
0.17%
-13.0%
Q4 2015$487,000
+1.2%
2,606
-4.8%
0.19%
-4.0%
Q3 2015$481,000
-10.3%
2,737
-3.5%
0.20%
-5.2%
Q2 2015$536,000
+7.0%
2,837
+6.2%
0.21%
+8.2%
Q1 2015$501,000
-30.4%
2,672
-30.1%
0.20%
-30.1%
Q4 2014$720,000
+30.4%
3,823
+25.1%
0.28%
+19.2%
Q3 2014$552,000
+2.2%
3,057
+1.6%
0.23%
-4.5%
Q2 2014$540,000
+29.2%
3,009
+23.3%
0.24%
+47.6%
Q1 2014$418,000
+8.3%
2,441
+7.0%
0.17%
+12.9%
Q4 2013$386,0002,2820.15%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
AXIS CAPITAL HOLDINGS LTD 685,743$136,250,00077.22%
Symetra Life Insurance Co 1,314,942$261,266,00065.37%
Rampart Investment Management Company, LLC 635,170$126,202,00048.23%
HM Capital Management, LLC 213,372$42,392,00042.87%
JBF Capital, Inc. 1,544,818$306,940,00038.81%
Fiduciary Wealth Partners, LLC 179,063$35,578,00035.57%
Fragasso Group Inc. 448,971$89,206,00031.84%
RETIREMENT CAPITAL STRATEGIES 259,103$51,481,00029.61%
Hirtle Callaghan & Co LLC 721,500$143,355,00029.60%
Heartwood Wealth Management Ltd 85,458$16,980,00028.81%
View complete list of VANGUARD INDEX FDS shareholders