Modera Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VO and the CUSIP is 922908629. A total of 1,575 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.58 and the average weighting 0.9%.

Quarter-by-quarter ownership
Modera Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$2,083,793
-8.7%
10,007
-3.5%
0.04%
-4.9%
Q2 2023$2,283,119
+16.2%
10,370
+11.3%
0.04%
-46.1%
Q1 2023$1,965,117
+5.2%
9,317
+1.7%
0.08%0.0%
Q4 2022$1,867,366
-8.8%
9,162
-15.8%
0.08%
-26.9%
Q3 2022$2,047,000
-12.1%
10,887
-7.9%
0.10%
-6.3%
Q2 2022$2,329,000
-32.7%
11,823
-18.8%
0.11%
-27.5%
Q1 2022$3,462,000
-5.5%
14,557
+1.2%
0.15%
+9.3%
Q4 2021$3,662,000
+45.5%
14,378
+35.3%
0.14%
+8.5%
Q3 2021$2,516,000
-5.3%
10,628
-5.1%
0.13%
-9.8%
Q2 2021$2,657,000
+7.8%
11,194
+0.5%
0.14%
-10.6%
Q1 2021$2,464,000
+8.7%
11,133
+1.6%
0.16%
-11.1%
Q4 2020$2,267,000
+15.5%
10,961
-1.6%
0.18%
-38.1%
Q3 2020$1,963,000
+1.3%
11,138
-5.8%
0.29%
-5.8%
Q2 2020$1,938,000
+30.0%
11,825
+4.4%
0.31%
-1.3%
Q1 2020$1,491,000
-16.5%
11,322
+12.9%
0.31%
+12.2%
Q4 2019$1,786,000
+2.9%
10,026
-3.2%
0.28%
-3.1%
Q3 2019$1,736,000
-2.6%
10,359
-2.9%
0.29%
-11.4%
Q2 2019$1,783,000
+2.1%
10,666
-1.9%
0.32%
-0.6%
Q1 2019$1,747,000
+15.9%
10,869
-0.3%
0.33%
+10.1%
Q4 2018$1,507,000
-14.0%
10,904
+2.2%
0.30%
-16.3%
Q3 2018$1,752,000
+3.2%
10,668
-1.0%
0.36%
-0.8%
Q2 2018$1,698,000
-2.7%
10,773
-4.8%
0.36%
-1.1%
Q1 2018$1,746,000
-1.6%
11,319
-1.3%
0.36%
-5.5%
Q4 2017$1,775,000
+5.4%
11,469
+0.1%
0.38%
+1.1%
Q3 2017$1,684,000
+1.0%
11,457
-2.1%
0.38%
-6.4%
Q2 2017$1,668,000
+2.5%
11,700
+0.1%
0.40%
-0.7%
Q1 2017$1,628,000
+3.2%
11,691
-2.4%
0.41%
-23.3%
Q4 2016$1,577,000
+1.2%
11,978
-0.6%
0.53%
+1.7%
Q3 2016$1,559,000
+22.5%
12,048
+17.1%
0.52%
+17.5%
Q2 2016$1,273,000
-15.0%
10,293
-16.7%
0.44%
-14.9%
Q1 2016$1,498,000
+13.3%
12,359
+12.3%
0.52%
+0.2%
Q4 2015$1,322,000
+30.9%
11,007
+27.1%
0.52%
+24.0%
Q3 2015$1,010,000
+1.8%
8,659
+11.2%
0.42%
+7.7%
Q2 2015$992,000
-0.7%
7,787
+2.8%
0.39%
+0.3%
Q1 2015$999,000
+3.6%
7,574
-2.9%
0.39%
+4.3%
Q4 2014$964,000
+4.2%
7,798
-1.1%
0.37%
-4.6%
Q3 2014$925,000
-1.8%
7,881
-0.7%
0.39%
-8.4%
Q2 2014$942,000
+0.7%
7,938
-3.6%
0.43%
+15.4%
Q1 2014$935,000
+1.9%
8,231
-1.3%
0.37%
+6.3%
Q4 2013$918,000
-0.2%
8,342
-7.1%
0.35%
-20.9%
Q3 2013$920,000
+0.9%
8,977
-6.3%
0.44%
-6.0%
Q2 2013$912,0009,5830.47%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
JMG Financial Group, Ltd. 747,274$115,663,00013.74%
Riverpoint Wealth Management Holdings, LLC 134,706$20,855,00013.01%
Arlington Financial Advisors, LLC 152,443$24,869,00011.73%
SRS Capital Advisors, Inc. 156,508$24,224,00010.51%
Paracle Advisors, LLC 391,544$57,708,00010.24%
O'Brien Wealth Partners LLC 100,821$15,605,0009.85%
Nadler Financial Group, Inc. 204,369$31,632,0009.65%
Strategic Point Investment Advisors, LLC 144,264$22,329,0008.74%
McIlrath & Eck, LLC 94,987$14,702,0008.61%
Northwest Quadrant Wealth Management, LLC 81,333$12,380,0008.55%
View complete list of VANGUARD INDEX FDS shareholders