Modera Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBR and the CUSIP is 922908611. A total of 1,194 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.89 and the average weighting 0.7%.

Quarter-by-quarter ownership
Modera Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$44,238,105
-4.6%
277,372
-1.0%
0.83%
-1.0%
Q2 2023$46,359,639
+31.6%
280,289
+26.3%
0.84%
-38.4%
Q1 2023$35,228,552
-2.2%
221,898
-2.1%
1.37%
-6.7%
Q4 2022$36,011,359
+28.5%
226,772
+16.0%
1.46%
+3.2%
Q3 2022$28,033,000
-5.1%
195,486
-0.8%
1.42%
+0.9%
Q2 2022$29,537,000
-1.5%
197,147
+15.7%
1.41%
+6.0%
Q1 2022$29,984,000
-2.5%
170,423
-0.9%
1.33%
+13.0%
Q4 2021$30,764,000
+33.6%
172,007
+26.4%
1.17%
-0.7%
Q3 2021$23,030,000
-3.7%
136,063
-1.2%
1.18%
-8.4%
Q2 2021$23,917,000
+2.8%
137,725
-2.0%
1.29%
-14.6%
Q1 2021$23,263,000
+13.9%
140,471
-2.2%
1.51%
-6.7%
Q4 2020$20,423,000
+82.5%
143,617
+42.0%
1.62%
-2.4%
Q3 2020$11,188,000
-1.8%
101,127
-5.1%
1.66%
-8.8%
Q2 2020$11,393,000
+10.9%
106,554
-7.9%
1.82%
-15.6%
Q1 2020$10,272,000
-41.4%
115,678
-9.5%
2.15%
-21.4%
Q4 2019$17,524,000
+4.0%
127,845
-2.2%
2.74%
-2.1%
Q3 2019$16,844,000
-3.4%
130,727
-2.2%
2.80%
-12.1%
Q2 2019$17,443,000
-0.6%
133,622
-2.0%
3.18%
-3.1%
Q1 2019$17,549,000
+11.5%
136,324
-1.2%
3.29%
+6.0%
Q4 2018$15,741,000
-21.5%
138,008
-4.1%
3.10%
-23.7%
Q3 2018$20,063,000
+0.4%
143,965
-2.2%
4.06%
-3.5%
Q2 2018$19,982,000
+2.9%
147,151
-1.9%
4.21%
+4.6%
Q1 2018$19,410,000
-1.3%
149,974
+1.3%
4.03%
-5.0%
Q4 2017$19,656,000
+2.4%
148,035
-1.5%
4.24%
-2.1%
Q3 2017$19,199,000
+3.3%
150,240
-0.6%
4.33%
-4.1%
Q2 2017$18,579,000
-0.1%
151,159
-0.1%
4.51%
-3.1%
Q1 2017$18,598,000
-3.8%
151,377
-5.2%
4.66%
-28.6%
Q4 2016$19,324,000
+3.3%
159,704
-5.5%
6.52%
+4.1%
Q3 2016$18,698,000
+1.7%
168,965
-3.2%
6.27%
-2.5%
Q2 2016$18,390,000
-2.1%
174,631
-5.3%
6.43%
-2.0%
Q1 2016$18,778,000
+10.8%
184,315
+7.4%
6.56%
-2.0%
Q4 2015$16,943,000
+3.9%
171,545
+1.9%
6.69%
-1.5%
Q3 2015$16,304,000
-7.3%
168,339
+3.2%
6.80%
-2.0%
Q2 2015$17,594,000
+3.6%
163,197
+4.7%
6.94%
+4.7%
Q1 2015$16,984,000
+6.4%
155,893
+3.3%
6.62%
+6.9%
Q4 2014$15,969,000
+13.8%
150,978
+7.3%
6.20%
+4.3%
Q3 2014$14,035,000
-3.5%
140,713
+2.1%
5.94%
-10.0%
Q2 2014$14,537,000
+7.8%
137,789
+2.8%
6.60%
+23.4%
Q1 2014$13,483,000
+3.9%
133,976
+0.5%
5.35%
+8.5%
Q4 2013$12,975,000
+6.3%
133,251
-1.4%
4.93%
-15.8%
Q3 2013$12,201,000
+6.2%
135,208
-1.5%
5.85%
-0.9%
Q2 2013$11,489,000137,2635.90%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Hackensack Meridian Health, Inc. 1,428,976$255,570,00024.79%
Mokosak Advisory Group, LLC 248,745$44,482,00017.06%
TrueWealth Financial Partners 63,776$11,406,00011.15%
Titan Capital Management, LLC /TX 59,009$10,554,0009.44%
Bishop & Co Investment Management, LLC 125,118$22,377,0009.25%
BHK Investment Advisors, LLC 128,961$23,065,0009.10%
Family CFO Inc 51,187$9,155,0008.84%
Center for Financial Planning, Inc. 230,096$41,153,0008.43%
ASPIRIANT, LLC 856,412$153,157,0008.19%
Merriman Wealth Management, LLC 1,150,291$202,529,0007.99%
View complete list of VANGUARD INDEX FDS shareholders