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Vanguard Large-Cap ETF shares owned by Modera Wealth Management

Quarter-by-quarter ownership of Vanguard Large-Cap ETF (VV) shares owned by Modera Wealth Management from 13F filings

Historical chart of Modera Wealth Management investment in Vanguard Large-Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Large-Cap 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 Large-Cap ETF by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.3M 22k 239.76
2023-12-31 $4.9M 23k 218.15
2023-09-30 $735k 3.8k 194.79
2023-06-30 $4.5M 22k 202.72
2023-03-31 $3.9M 21k 186.81
2022-12-31 $3.6M 21k 174.20
2022-09-30 $3.4M 21k 163.56
2022-06-30 $4.0M 23k 172.36
2022-03-31 $5.3M 25k 208.48
2021-12-31 $5.6M 25k 221.02
2021-09-30 $1.8M 9.1k 200.90
2021-06-30 $1.8M 9.2k 200.74
2021-03-31 $1.7M 9.2k 185.36
2020-12-31 $1.8M 10k 175.78
2020-09-30 $658k 4.2k 156.52
2020-06-30 $601k 4.2k 142.96
2020-03-31 $498k 4.2k 118.46
2019-12-31 $783k 5.3k 147.82
2019-09-30 $722k 5.3k 136.30
2019-06-30 $714k 5.3k 134.79