Modera Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VOT and the CUSIP is 922908538. A total of 744 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.96 and the average weighting 0.5%.

Quarter-by-quarter ownership
Modera Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$734,567
+3.2%
3,771
+9.1%
0.01%
+7.7%
Q2 2023$711,505
+114.7%
3,458
+103.3%
0.01%0.0%
Q1 2023$331,412
+8.6%
1,701
+0.2%
0.01%
+8.3%
Q4 2022$305,157
+23.0%
1,698
+16.6%
0.01%
-7.7%
Q3 2022$248,000
-2.7%
1,456
+0.1%
0.01%
+8.3%
Q2 2022$255,000
-8.9%
1,455
+15.9%
0.01%0.0%
Q1 2022$280,000
-9.7%
1,255
+3.0%
0.01%0.0%
Q4 2021$310,0001,2180.01%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
STEPHENS GROUP ASSET MANAGEMENT, LLC 411,387$97,211,00010.05%
Truepoint, Inc. 811,502$191,758,0009.63%
BHK Investment Advisors, LLC 94,492$22,329,0009.20%
Fulcrum Capital LLC 155,120$36,655,0008.77%
Waverly Advisors, LLC 344,878$89,520,0007.65%
Bryn Mawr Capital Management, LLC 70,939$16,763,0007.60%
Praetorian Wealth Management, Inc. 87,146$20,593,0006.98%
Trust Co 111,224$26,281,0006.74%
Goepper Burkhardt LLC 38,030$8,987,0005.73%
J.W. COLE ADVISORS, INC. 384,681$76,626,0005.48%
View complete list of VANGUARD INDEX FDS shareholders