Modera Wealth Management, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VTI and the CUSIP is 922908769. A total of 2,265 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.50 and the average weighting 2.4%.

Quarter-by-quarter ownership
Modera Wealth Management, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$30,363,029
-6.0%
142,945
-2.5%
0.57%
-2.4%
Q2 2023$32,302,415
+92.4%
146,643
+78.3%
0.59%
-10.0%
Q1 2023$16,785,080
+13.8%
82,239
+6.6%
0.65%
+8.5%
Q4 2022$14,745,385
+161.6%
77,124
+145.5%
0.60%
+109.8%
Q3 2022$5,637,000
-12.7%
31,412
-8.3%
0.29%
-7.1%
Q2 2022$6,459,000
-26.4%
34,241
-11.1%
0.31%
-20.6%
Q1 2022$8,773,000
+20.4%
38,534
+27.7%
0.39%
+39.6%
Q4 2021$7,285,000
+25.7%
30,173
+15.6%
0.28%
-6.7%
Q3 2021$5,795,000
+5.2%
26,096
+5.6%
0.30%
+0.3%
Q2 2021$5,507,000
+7.5%
24,713
-0.3%
0.30%
-10.8%
Q1 2021$5,122,000
-2.5%
24,779
-8.2%
0.33%
-20.1%
Q4 2020$5,253,000
+28.9%
26,988
+12.8%
0.42%
-31.1%
Q3 2020$4,076,000
+9.5%
23,933
+0.7%
0.60%
+1.9%
Q2 2020$3,721,000
+19.7%
23,769
-1.4%
0.59%
-8.9%
Q1 2020$3,109,000
+88.2%
24,115
+138.8%
0.65%
+152.7%
Q4 2019$1,652,000
+6.4%
10,097
-1.8%
0.26%0.0%
Q3 2019$1,553,000
+5.9%
10,285
+5.3%
0.26%
-3.7%
Q2 2019$1,467,000
+3.2%
9,771
-0.5%
0.27%
+0.8%
Q1 2019$1,421,000
+14.8%
9,822
+1.3%
0.27%
+9.0%
Q4 2018$1,238,000
-20.2%
9,699
-6.4%
0.24%
-22.3%
Q3 2018$1,551,000
+1.8%
10,361
-4.5%
0.31%
-2.2%
Q2 2018$1,523,000
+2.4%
10,844
-1.1%
0.32%
+3.9%
Q1 2018$1,488,000
-1.3%
10,967
-0.2%
0.31%
-4.9%
Q4 2017$1,508,000
-8.7%
10,990
-13.8%
0.32%
-12.6%
Q3 2017$1,651,000
+29.6%
12,744
+24.5%
0.37%
+20.4%
Q2 2017$1,274,000
+1.3%
10,239
-1.2%
0.31%
-1.9%
Q1 2017$1,258,000
-10.8%
10,366
-15.3%
0.32%
-33.8%
Q4 2016$1,411,000
+3.6%
12,234
-0.0%
0.48%
+4.2%
Q3 2016$1,362,000
-3.2%
12,236
-6.8%
0.46%
-7.1%
Q2 2016$1,407,000
-40.3%
13,128
-41.6%
0.49%
-40.2%
Q1 2016$2,356,000
+1049.3%
22,476
+984.7%
0.82%
+868.2%
Q3 2015$205,000
-54.4%
2,072
-50.7%
0.08%
-52.0%
Q2 2015$450,000
+34.3%
4,206
+34.6%
0.18%
+35.1%
Q1 2015$335,000
+0.6%
3,125
-0.5%
0.13%
+1.6%
Q4 2014$333,000
-2.6%
3,142
-7.0%
0.13%
-11.0%
Q3 2014$342,000
+30.0%
3,377
+25.3%
0.14%
+39.4%
Q1 2014$263,000
-5.4%
2,696
-7.1%
0.10%
-1.9%
Q4 2013$278,000
-21.0%
2,901
-27.7%
0.11%
-37.3%
Q3 2013$352,000
-6.1%
4,015
-11.5%
0.17%
-12.4%
Q2 2013$375,0004,5350.19%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Symetra Investment Management Co 1,021,603$225,039100.00%
Rainwater Charitable Foundation 457,782$100,840,21973.29%
Ebor Charitable Trust 77,869$17,152,98368.48%
Cabot-Wellington, LLC 538,033$118,517,82265.65%
Gibson Capital, LLC 972,491$214,220,49355.65%
University of Massachusetts Foundation, Inc. 503,429$110,895,34052.21%
Avalon Advisory Group 414,742$91,359,41151.97%
Beacon Wealthcare LLC 454,010$100,009,24551.01%
AEGON USA Investment Management, LLC 387,771$85,418,19649.00%
CARL STUART INVESTMENT ADVISOR, INC 281,327$61,970,71947.55%
View complete list of VANGUARD INDEX FDS shareholders