Modera Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 819 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.5%.

Quarter-by-quarter ownership
Modera Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$3,530,630
-8.0%
16,484
-1.3%
0.07%
-4.3%
Q2 2023$3,837,212
+79.1%
16,702
+68.7%
0.07%
-15.7%
Q1 2023$2,142,585
-29.7%
9,901
-34.9%
0.08%
-33.1%
Q4 2022$3,048,922
-4.5%
15,204
-7.1%
0.12%
-23.5%
Q3 2022$3,194,000
-27.7%
16,366
-27.0%
0.16%
-22.9%
Q2 2022$4,415,000
-16.2%
22,407
+5.5%
0.21%
-9.9%
Q1 2022$5,270,000
-7.9%
21,238
+4.6%
0.23%
+6.9%
Q4 2021$5,723,000
+84.5%
20,309
+83.4%
0.22%
+37.1%
Q3 2021$3,102,000
-2.9%
11,073
+0.4%
0.16%
-7.6%
Q2 2021$3,195,000
-1.3%
11,024
-6.5%
0.17%
-18.1%
Q1 2021$3,237,000
+3.0%
11,785
+0.3%
0.21%
-15.7%
Q4 2020$3,144,000
+770.9%
11,745
+599.5%
0.25%
+361.1%
Q3 2020$361,000
+13.5%
1,679
+5.3%
0.05%
+5.9%
Q2 2020$318,000
+32.5%
1,5940.0%0.05%
+2.0%
Q1 2020$240,000
-29.4%
1,594
-6.8%
0.05%
-5.7%
Q4 2019$340,000
+5.6%
1,711
-3.2%
0.05%
-1.9%
Q3 2019$322,000
-5.0%
1,767
-2.8%
0.05%
-12.9%
Q2 2019$339,000
-10.6%
1,818
-13.9%
0.06%
-12.7%
Q1 2019$379,000
+19.2%
2,1110.0%0.07%
+12.7%
Q4 2018$318,000
-23.9%
2,111
-5.4%
0.06%
-25.9%
Q3 2018$418,000
+6.6%
2,2310.0%0.08%
+2.4%
Q2 2018$392,000
+41.5%
2,231
+32.1%
0.08%
+45.6%
Q1 2018$277,000
+1.8%
1,689
-0.1%
0.06%
-3.4%
Q4 2017$272,000
+5.4%
1,690
+0.1%
0.06%
+1.7%
Q3 2017$258,000
+4.9%
1,6890.0%0.06%
-3.3%
Q2 2017$246,000
-2.4%
1,689
-5.9%
0.06%
-4.8%
Q1 2017$252,000
-26.5%
1,794
-30.3%
0.06%
-45.7%
Q4 2016$343,000
+49.8%
2,574
+48.4%
0.12%
+50.6%
Q3 2016$229,0001,7340.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Jentner Corp 148,492$27,815,00023.08%
BALASA DINVERNO & FOLTZ LLC 616,202$115,427,00012.97%
Summit Financial Strategies, Inc. 117,608$22,030,00010.04%
Q3 Asset Management 23,613$4,423,0008.54%
Wechter Feldman Wealth Management, Inc. 73,722$13,810,0008.44%
BHK Investment Advisors, LLC 55,425$10,382,0006.99%
Corrigan Financial, Inc. 50,700$9,497,2046.82%
INSPIRION WEALTH ADVISORS, LLC 78,512$14,707,0006.24%
Towerpoint Wealth, LLC 39,389$7,378,0006.13%
Mosaic Family Wealth, LLC 84,172$13,860,0005.67%
View complete list of VANGUARD INDEX FDS shareholders