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Vanguard Esg U.s. Stock Etf etf shares owned by Modera Wealth Management

Quarter-by-quarter ownership of Vanguard Esg U.s. Stock Etf etf (ESGV) shares owned by Modera Wealth Management from 13F filings

Historical chart of Modera Wealth Management investment in Vanguard Esg U.s. Stock Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Esg U.s. Stock Etf 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 Esg U.s. Stock Etf etf by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 25k 101.65
2024-06-30 $2.3M 24k 96.62
2024-03-31 $2.3M 24k 93.19
2023-12-31 $2.1M 24k 85.06
2023-09-30 $1.9M 25k 75.22
2023-06-30 $1.9M 25k 78.35
2023-03-31 $342k 4.8k 71.70
2022-12-31 $287k 4.4k 65.86
2022-03-31 $212k 2.6k 81.10

More positions owned by Modera Wealth Management

EQT Corporation (EQT)
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)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Modera Wealth Management

Top funds holding Vanguard Esg U.s. Stock Etf etf

Vanguard Group
Visa Foundation
Creative Planning
Wealthfront Advisers
Morgan Stanley
Leo Wealth
Verde Capital Management
IMPACTfolio
Bank of America Corporation
Angeles Investment
Royal Bank of Canada
Platt Investment Counsel
Partners Capital Investment Group
Facet Wealth
Crewe Advisors

View all funds holding Vanguard Esg U.s. Stock Etf etf