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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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All positions including Vanguard World 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 World by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
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

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View all positions for Modera Wealth Management

Top funds holding Vanguard World

Vanguard Group
Branch Banking & Trust Company
DeDora Capital
SageView Advisory Group
Hanson & Doremus Investment Management
Jane Street
Eastern Bank
Adviser Investments
Modera Wealth Management
Anderson Fisher
Northland Capital Management
Mariner Wealth Advisors
UBS Group
D. J. St. Germain
Cambridge Investment Research Advisors

View all funds holding Vanguard World