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Vanguard High Dividend Yield ETF shares owned by Modera Wealth Management

Quarter-by-quarter ownership of Vanguard High Dividend Yield ETF (VYM) shares owned by Modera Wealth Management from 13F filings

Historical chart of Modera Wealth Management investment in Vanguard High Dividend Yield ETF

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All positions including Vanguard High Dividend Yield 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 High Dividend Yield ETF by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.6M 54k 120.99
2023-12-31 $6.3M 57k 111.63
2023-09-30 $203k 2.8k 71.33
2023-06-30 $6.3M 60k 106.07
2023-03-31 $1.4M 13k 105.50
2022-12-31 $1.6M 15k 108.21
2022-09-30 $1.3M 14k 94.90
2022-06-30 $1.7M 17k 101.70
2022-03-31 $2.4M 21k 112.23
2021-12-31 $2.5M 23k 112.10
2021-09-30 $649k 6.3k 103.41
2021-06-30 $657k 6.3k 104.80
2021-03-31 $633k 6.3k 101.04
2020-12-31 $665k 7.3k 91.42
2020-09-30 $625k 7.7k 80.95
2020-06-30 $582k 7.4k 78.78
2020-03-31 $529k 7.5k 70.69
2019-12-31 $694k 7.4k 93.67
2019-09-30 $663k 7.5k 88.70
2019-06-30 $665k 7.6k 87.35
2019-03-31 $651k 7.6k 85.60
2018-12-31 $592k 7.6k 77.94
2018-09-30 $660k 7.6k 87.14
2018-06-30 $653k 7.9k 83.07
2018-03-31 $647k 7.8k 82.43
2017-12-31 $751k 8.8k 85.62
2017-09-30 $757k 9.3k 81.05
2017-06-30 $958k 12k 78.18
2017-03-31 $1.2M 15k 77.66
2016-12-31 $1.4M 18k 75.75
2016-09-30 $2.1M 29k 72.13
2016-06-30 $1.3M 18k 71.45
2016-03-31 $2.0M 29k 69.02

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 High Dividend Yield ETF

Sumitomo Life Insurance
Bank of America Corporation
Morgan Stanley
LPL Financial
Envestnet Asset Management
Wells Fargo & Company
Raymond James Financial Services Advisors
Creative Planning
Raymond James & Associates
Vanguard Group
Ameriprise Financial
UBS Group
Royal Bank of Canada
Jpmorgan Chase & Co
Goldman Sachs Group

View all funds holding Vanguard High Dividend Yield ETF