Modera Wealth Management »

Vanguard FTSE All Wld Ex USSml Cap shares owned by Modera Wealth Management

Quarter-by-quarter ownership of Vanguard FTSE All Wld Ex USSml Cap (VSS) shares owned by Modera Wealth Management from 13F filings

Historical chart of Modera Wealth Management investment in Vanguard FTSE All Wld Ex USSml Cap

Tip: Access up to 7 years of quarterly data

All positions including Vanguard FTSE All Wld Ex USSml Cap held by Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Vanguard FTSE All Wld Ex USSml Cap by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.6M 57k 116.84
2023-12-31 $6.6M 57k 115.03
2023-09-30 $2.9M 31k 93.18
2023-06-30 $6.7M 61k 110.48
2023-03-31 $6.1M 55k 109.24
2022-12-31 $14M 135k 102.81
2022-09-30 $13M 140k 92.81
2022-06-30 $13M 124k 103.21
2022-03-31 $15M 121k 123.89
2021-12-31 $5.1M 38k 133.97
2021-09-30 $4.4M 33k 133.70
2021-06-30 $10M 77k 136.45
2021-03-31 $9.9M 77k 128.38
2020-12-31 $5.4M 45k 121.84
2015-06-30 $230k 2.3k 101.77
2015-03-31 $224k 2.3k 99.12
2014-12-31 $293k 3.1k 95.41
2014-09-30 $314k 3.1k 102.25
2014-06-30 $336k 3.0k 111.07
2014-03-31 $298k 2.8k 106.96
2013-12-31 $287k 2.8k 103.02
2013-09-30 $277k 2.8k 99.43
2013-06-30 $235k 2.6k 89.35