Modera Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VNQ and the CUSIP is 922908553. A total of 1,548 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 4.01 and the average weighting 0.7%.

Quarter-by-quarter ownership
Modera Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$10,811,653
-9.9%
142,895
-0.5%
0.20%
-6.4%
Q2 2023$12,001,993
+116.3%
143,629
+114.9%
0.22%
+1.4%
Q1 2023$5,549,320
-1.0%
66,827
-1.7%
0.22%
-5.7%
Q4 2022$5,606,040
-17.1%
67,968
-19.4%
0.23%
-33.3%
Q3 2022$6,760,000
-24.6%
84,316
-14.3%
0.34%
-19.9%
Q2 2022$8,968,000
-24.1%
98,433
-9.8%
0.43%
-18.4%
Q1 2022$11,822,000
-3.8%
109,087
+3.0%
0.52%
+11.5%
Q4 2021$12,288,000
+515.0%
105,926
+439.7%
0.47%
+355.3%
Q3 2021$1,998,000
-3.1%
19,627
-3.1%
0.10%
-7.2%
Q2 2021$2,061,000
+8.0%
20,251
-2.5%
0.11%
-10.5%
Q1 2021$1,908,000
+5.5%
20,766
-2.5%
0.12%
-13.3%
Q4 2020$1,808,000
+378.3%
21,299
+344.5%
0.14%
+155.4%
Q3 2020$378,000
+0.5%
4,792
+0.0%
0.06%
-6.7%
Q2 2020$376,000
+10.3%
4,790
-2.0%
0.06%
-15.5%
Q1 2020$341,000
-13.9%
4,887
+14.4%
0.07%
+14.5%
Q4 2019$396,000
-6.2%
4,273
-5.6%
0.06%
-11.4%
Q3 2019$422,000
+5.2%
4,526
-1.4%
0.07%
-4.1%
Q2 2019$401,000
-12.1%
4,592
-12.5%
0.07%
-14.1%
Q1 2019$456,000
+4.8%
5,247
-10.1%
0.08%
-1.2%
Q4 2018$435,000
-9.8%
5,838
-2.3%
0.09%
-12.2%
Q3 2018$482,000
-8.2%
5,973
-7.4%
0.10%
-11.7%
Q2 2018$525,000
+6.9%
6,448
-0.8%
0.11%
+8.8%
Q1 2018$491,000
-4.3%
6,501
+5.1%
0.10%
-8.1%
Q4 2017$513,000
+17.7%
6,188
+17.9%
0.11%
+13.3%
Q3 2017$436,000
-1.8%
5,250
-1.6%
0.10%
-9.3%
Q2 2017$444,000
-1.3%
5,335
-2.0%
0.11%
-4.4%
Q1 2017$450,000
+0.9%
5,443
+0.8%
0.11%
-25.2%
Q4 2016$446,000
+10.7%
5,398
+16.1%
0.15%
+11.9%
Q3 2016$403,000
+4.4%
4,649
+6.9%
0.14%0.0%
Q2 2016$386,0000.0%4,349
-5.5%
0.14%0.0%
Q1 2016$386,000
+75.5%
4,604
+69.3%
0.14%
+58.8%
Q4 2014$220,000
+8.9%
2,719
-3.4%
0.08%0.0%
Q3 2014$202,0002,8150.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 9,459,224$781,237,00056.42%
Acorns Advisers, LLC 987,884$81,589,00030.83%
Gibson Capital, LLC 839,765$69,207,00023.64%
REDW Wealth LLC 224,297$18,524,00018.85%
Capital Asset Advisory Services LLC 290,301$23,976,00017.33%
HRT FINANCIAL LP 213,013$17,592,00016.42%
Threshold Group LLC 162,147$13,392,00012.90%
McCutchen Group LLC 379,153$31,314,00012.44%
VISTA CAPITAL PARTNERS, INC. 564,631$46,633,00012.10%
Pure Financial Advisors, LLC 475,831$39,299,00011.37%
View complete list of VANGUARD INDEX FDS shareholders