Modera Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VV and the CUSIP is 922908637. A total of 691 filers reported holding VANGUARD INDEX FDS in Q4 2020. The put-call ratio across all filers is 0.49 and the average weighting 0.9%.

Quarter-by-quarter ownership
Modera Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$4,487,172
-0.1%
22,930
+3.5%
0.08%
+3.7%
Q2 2023$4,490,857
+16.1%
22,153
+7.0%
0.08%
-45.3%
Q1 2023$3,869,396
+7.3%
20,713
+0.1%
0.15%
+2.0%
Q4 2022$3,605,069
+6.9%
20,695
+0.4%
0.15%
-14.0%
Q3 2022$3,373,000
-14.9%
20,622
-10.3%
0.17%
-9.5%
Q2 2022$3,963,000
-24.7%
22,993
-9.0%
0.19%
-18.9%
Q1 2022$5,266,000
-5.6%
25,259
+0.0%
0.23%
+9.4%
Q4 2021$5,580,000
+203.6%
25,247
+176.0%
0.21%
+126.6%
Q3 2021$1,838,000
-0.1%
9,149
-0.2%
0.09%
-5.1%
Q2 2021$1,840,000
+8.3%
9,1660.0%0.10%
-10.0%
Q1 2021$1,699,000
-3.9%
9,166
-8.9%
0.11%
-21.4%
Q4 2020$1,768,000
+168.7%
10,058
+139.2%
0.14%
+42.9%
Q3 2020$658,000
+9.5%
4,2040.0%0.10%
+2.1%
Q2 2020$601,000
+20.7%
4,2040.0%0.10%
-7.7%
Q1 2020$498,000
-36.4%
4,204
-20.6%
0.10%
-14.8%
Q4 2019$783,000
+8.4%
5,2970.0%0.12%
+1.7%
Q3 2019$722,000
+1.1%
5,2970.0%0.12%
-7.7%
Q2 2019$714,0005,2970.13%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Johnson Financial Group, LLC 679,579$119,429,00032.38%
Wealthquest Corp 661,662$116,280,00024.88%
McCarthy Grittinger Financial Group, LLC 284,266$49,956,85124.76%
JFG Wealth Management, LLC 212,857$37,407,00020.31%
Kistler-Tiffany Companies, LLC 398,161$69,973,00019.94%
National Mutual Insurance Federation of Agricultural Cooperatives 10,753,317$1,889,788,00018.51%
Berman Capital Advisors, LLC 386,221$67,874,00016.25%
Transamerica Financial Advisors, Inc. 4,460$784,00016.19%
Carlson Capital Management 474,976$85,144,00015.68%
FIDUCIENT ADVISORS LLC 225,083$39,556,00014.70%
View complete list of VANGUARD INDEX FDS shareholders