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Vanguard Total Stock Market ETF shares owned by Modera Wealth Management

Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Modera Wealth Management from 13F filings

Historical chart of Modera Wealth Management investment in Vanguard Total Stock Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total Stock Market ETF held by Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Total Stock Market ETF by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $35M 134k 259.90
2023-12-31 $33M 140k 237.22
2023-09-30 $170M 1.2M 137.93
2023-06-30 $32M 147k 220.28
2023-03-31 $17M 82k 204.10
2022-12-31 $15M 77k 191.19
2022-09-30 $5.6M 31k 179.45
2022-06-30 $6.5M 34k 188.63
2022-03-31 $8.8M 39k 227.67
2021-12-31 $7.3M 30k 241.44
2021-09-30 $5.8M 26k 222.06
2021-06-30 $5.5M 25k 222.84
2021-03-31 $5.1M 25k 206.71
2020-12-31 $5.3M 27k 194.64
2020-09-30 $4.1M 24k 170.31
2020-06-30 $3.7M 24k 156.55
2020-03-31 $3.1M 24k 128.92
2019-12-31 $1.7M 10k 163.61
2019-09-30 $1.6M 10k 151.00
2019-06-30 $1.5M 9.8k 150.14
2019-03-31 $1.4M 9.8k 144.68
2018-12-31 $1.2M 9.7k 127.64
2018-09-30 $1.6M 10k 149.70
2018-06-30 $1.5M 11k 140.45
2018-03-31 $1.5M 11k 135.68
2017-12-31 $1.5M 11k 137.22
2017-09-30 $1.7M 13k 129.55
2017-06-30 $1.3M 10k 124.43
2017-03-31 $1.3M 10k 121.36
2016-12-31 $1.4M 12k 115.33
2016-09-30 $1.4M 12k 111.31
2016-06-30 $1.4M 13k 107.18
2016-03-31 $2.4M 23k 104.82
2015-09-30 $205k 2.1k 98.94
2015-06-30 $450k 4.2k 106.99
2015-03-31 $335k 3.1k 107.20
2014-12-31 $333k 3.1k 105.98
2014-09-30 $342k 3.4k 101.27
2014-03-31 $263k 2.7k 97.55
2013-12-31 $278k 2.9k 95.83
2013-09-30 $352k 4.0k 87.67
2013-06-30 $375k 4.5k 82.69
2013-03-31 $367k 4.5k 80.93
2012-12-31 $332k 4.5k 73.21
2012-09-30 $356k 4.8k 73.66
2012-03-31 $382k 5.3k 72.29
2011-12-31 $353k 5.5k 64.37

More positions owned by Modera Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Apple (AAPL)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for Modera Wealth Management

Top funds holding Vanguard Total Stock Market ETF

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View all funds holding Vanguard Total Stock Market ETF