Vanguard World shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Vanguard World (VCEB) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in Vanguard World
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Quarterly reported holdings in Vanguard World by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.6M | 150k | 64.20 |
| 2025-06-30 | $9.1M | 144k | 63.40 |
| 2025-03-31 | $9.3M | 148k | 62.92 |
| 2024-12-31 | $8.6M | 138k | 61.99 |
| 2024-09-30 | $8.9M | 137k | 64.88 |
| 2024-06-30 | $5.8M | 94k | 62.06 |
| 2024-03-31 | $5.8M | 92k | 62.75 |
| 2023-12-31 | $5.2M | 82k | 63.38 |
| 2023-09-30 | $5.0M | 84k | 59.39 |
| 2023-06-30 | $5.0M | 81k | 61.98 |
| 2023-03-31 | $314k | 5.0k | 62.70 |
| 2022-12-31 | $350k | 5.8k | 60.68 |