Modera Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,591 filers reported holding VANGUARD INDEX FDS in Q4 2021. The put-call ratio across all filers is 0.40 and the average weighting 0.9%.

Quarter-by-quarter ownership
Modera Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$9,929,862
-4.5%
52,519
+0.5%
0.19%
-1.1%
Q2 2023$10,394,166
+739.7%
52,260
+700.3%
0.19%
+293.8%
Q1 2023$1,237,816
+14.5%
6,530
+10.8%
0.05%
+9.1%
Q4 2022$1,081,237
+105.6%
5,891
+91.5%
0.04%
+63.0%
Q3 2022$526,000
-15.8%
3,077
-13.2%
0.03%
-10.0%
Q2 2022$625,000
-36.1%
3,546
-22.9%
0.03%
-30.2%
Q1 2022$978,000
-13.6%
4,602
-8.1%
0.04%0.0%
Q4 2021$1,132,000
+99.6%
5,008
+93.2%
0.04%
+48.3%
Q3 2021$567,000
-17.5%
2,592
-15.0%
0.03%
-21.6%
Q2 2021$687,000
+22.2%
3,050
+16.3%
0.04%0.0%
Q1 2021$562,000
+12.6%
2,623
+2.3%
0.04%
-7.5%
Q4 2020$499,000
+101.2%
2,563
+59.2%
0.04%
+8.1%
Q3 2020$248,0001,6100.04%
Other shareholders
VANGUARD INDEX FDS shareholders Q4 2021
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 258,800$49,058,03327.42%
Aufman Associates Inc 148,061$28,066,35423.89%
Investments & Financial Planning, LLC 103,364$19,593,70617.98%
MBE Wealth Management, LLC 140,161$26,568,89515.64%
Whelan Financial 122,311$23,185,25912.86%
Brown Financial Advisory 67,451$12,786,09512.31%
BLUESTEM FINANCIAL ADVISORS, LLC 103,905$19,696,30312.13%
Family Investment Center, Inc. 92,753$17,582,31212.08%
McCarthy Grittinger Financial Group, LLC 157,695$29,892,59111.85%
Chandler Asset Management, Inc. 262,837$49,823,32511.83%
View complete list of VANGUARD INDEX FDS shareholders