Modera Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTV and the CUSIP is 922908744. A total of 1,779 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 1.6%.

Quarter-by-quarter ownership
Modera Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$169,926,155
+2.8%
1,231,974
+5.9%
3.20%
+6.7%
Q2 2023$165,270,828
+10.2%
1,163,060
+7.1%
3.00%
-48.4%
Q1 2023$149,971,601
-13.7%
1,085,885
-12.3%
5.82%
-17.6%
Q4 2022$173,756,000
+23.3%
1,237,807
+8.5%
7.07%
-1.0%
Q3 2022$140,929,000
-12.9%
1,141,313
-7.0%
7.14%
-7.4%
Q2 2022$161,850,000
-5.5%
1,227,253
+5.9%
7.71%
+1.7%
Q1 2022$171,253,000
+3.9%
1,158,837
+3.5%
7.58%
+20.5%
Q4 2021$164,785,000
+28.5%
1,120,150
+18.2%
6.29%
-4.5%
Q3 2021$128,255,000
+13.4%
947,438
+15.2%
6.58%
+7.9%
Q2 2021$113,050,000
+8.7%
822,421
+4.0%
6.10%
-9.7%
Q1 2021$104,004,000
+33.9%
791,146
+21.1%
6.76%
+9.7%
Q4 2020$77,687,000
+350.0%
653,052
+295.4%
6.16%
+140.7%
Q3 2020$17,263,000
-6.1%
165,176
-10.6%
2.56%
-12.8%
Q2 2020$18,393,000
+5.1%
184,688
-6.0%
2.94%
-20.0%
Q1 2020$17,500,000
-34.4%
196,492
-11.7%
3.67%
-12.0%
Q4 2019$26,670,000
+3.9%
222,529
-3.3%
4.17%
-2.3%
Q3 2019$25,676,000
-6.4%
230,035
-7.0%
4.27%
-14.8%
Q2 2019$27,425,000
+2.2%
247,253
-0.8%
5.01%
-0.3%
Q1 2019$26,822,000
+15.4%
249,208
+5.0%
5.02%
+9.7%
Q4 2018$23,246,000
-4.3%
237,323
+8.1%
4.58%
-6.9%
Q3 2018$24,290,000
+6.5%
219,459
-0.1%
4.92%
+2.3%
Q2 2018$22,813,000
-4.6%
219,720
-5.2%
4.81%
-3.1%
Q1 2018$23,913,000
-4.1%
231,759
-1.2%
4.96%
-7.8%
Q4 2017$24,942,000
+6.0%
234,598
-0.5%
5.38%
+1.4%
Q3 2017$23,534,000
+3.9%
235,764
+0.5%
5.30%
-3.6%
Q2 2017$22,649,000
+4.3%
234,558
+3.0%
5.50%
+1.1%
Q1 2017$21,715,000
-1.2%
227,690
-3.7%
5.44%
-26.7%
Q4 2016$21,986,000
+8.7%
236,387
+1.7%
7.42%
+9.5%
Q3 2016$20,227,000
+6.4%
232,496
+4.0%
6.78%
+2.1%
Q2 2016$19,002,000
+12.1%
223,578
+8.7%
6.64%
+12.2%
Q1 2016$16,949,000
+8.1%
205,713
+6.9%
5.92%
-4.5%
Q4 2015$15,684,000
+16.5%
192,396
+9.7%
6.20%
+10.5%
Q3 2015$13,461,000
-8.9%
175,391
-1.1%
5.61%
-3.7%
Q2 2015$14,777,000
-1.9%
177,272
-1.5%
5.82%
-0.8%
Q1 2015$15,058,000
-1.6%
179,909
-0.7%
5.87%
-1.1%
Q4 2014$15,302,000
+4.5%
181,111
+0.4%
5.94%
-4.2%
Q3 2014$14,644,000
-0.4%
180,347
-0.7%
6.20%
-7.1%
Q2 2014$14,696,000
+7.7%
181,541
+3.9%
6.67%
+23.2%
Q1 2014$13,650,000
+6.7%
174,759
+4.4%
5.42%
+11.4%
Q4 2013$12,792,000
+16.4%
167,451
+6.4%
4.86%
-7.8%
Q3 2013$10,987,000
+3.1%
157,426
-0.1%
5.27%
-3.7%
Q2 2013$10,657,000157,6205.48%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Saudi Central Bank 756,686$111,316,000100.00%
Permanens Capital L.P. 1,059,590$126,049,00026.53%
VISTA CAPITAL PARTNERS, INC. 1,029,045$122,415,00020.29%
Peninsula Wealth, LLC 426,094$50,688,00019.02%
Cornerstone Management, Inc. 462,881$55,064,32417.41%
Foster Group, Inc. 789,564$92,916,00017.19%
JONES FINANCIAL COMPANIES LLLP 75,927,528$9,032,339,00016.54%
CBIZ Investment Advisory Services, LLC 1,502,129$178,691,00016.54%
TL Private Wealth 211,915$26,099,00016.50%
Jacobsen Capital Management 230,886$27,466,00016.28%
View complete list of VANGUARD INDEX FDS shareholders