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Vanguard Dividend Appreciation ETF shares owned by Modera Wealth Management

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

Historical chart of Modera Wealth Management investment in Vanguard Dividend Appreciation ETF

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All positions including Vanguard Dividend Appreciation 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 Dividend Appreciation ETF by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $273M 1.4M 195.83
2024-09-30 $272M 1.4M 198.06
2024-06-30 $240M 1.3M 182.55
2024-03-31 $232M 1.3M 182.61
2023-12-31 $203M 1.2M 170.40
2023-09-30 $173M 1.1M 155.38
2023-06-30 $177M 1.1M 162.43
2023-03-31 $163M 1.1M 154.01
2022-12-31 $155M 1.0M 151.85
2022-09-30 $138M 1.0M 135.16
2022-06-30 $135M 943k 143.47
2022-03-31 $153M 944k 162.16
2021-12-31 $154M 895k 171.75
2021-09-30 $132M 861k 153.60
2021-06-30 $127M 820k 154.79
2021-03-31 $116M 790k 147.08
2020-12-31 $106M 750k 141.17
2020-09-30 $91M 707k 128.66
2020-06-30 $79M 673k 117.18
2020-03-31 $17M 164k 103.39
2019-12-31 $9.5M 76k 124.66
2019-09-30 $9.1M 76k 119.59
2019-06-30 $9.0M 78k 115.16
2019-03-31 $8.7M 80k 109.64
2018-12-31 $7.9M 80k 97.96
2018-09-30 $9.1M 82k 110.69
2018-06-30 $8.4M 82k 101.62
2018-03-31 $9.1M 90k 101.05
2017-12-31 $9.0M 88k 102.03
2017-09-30 $8.4M 89k 94.79
2017-06-30 $8.2M 89k 92.67
2017-03-31 $8.1M 90k 89.94
2016-12-31 $7.9M 93k 85.18
2016-09-30 $8.1M 96k 83.93
2016-06-30 $9.2M 110k 83.24
2016-03-31 $9.4M 115k 81.25
2015-12-31 $9.1M 117k 77.76
2015-09-30 $8.9M 121k 73.74
2015-06-30 $9.8M 125k 78.58
2015-03-31 $10M 128k 80.47
2014-12-31 $11M 129k 81.16
2014-09-30 $10M 132k 76.95
2014-06-30 $10M 132k 77.95
2014-03-31 $10M 134k 75.23
2013-12-31 $11M 145k 75.24
2013-09-30 $11M 151k 69.61
2013-06-30 $10M 153k 66.20
2013-03-31 $11M 166k 65.70
2012-12-31 $11M 176k 59.57
2012-09-30 $11M 181k 59.68
2012-03-31 $11M 183k 58.55
2011-12-31 $10M 184k 54.65

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 Index Fds Value Etf (VTV)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Modera Wealth Management

Top funds holding Vanguard Dividend Appreciation ETF

Wealthfront Advisers
Bank of America Corporation
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Wells Fargo & Company
Vanguard Group
UBS Group
LPL Financial
Raymond James Financial
HB Wealth Management
Jpmorgan Chase & Co
Raymond James & Associates
Royal Bank of Canada
Commonwealth Equity Services
Ameriprise Financial
Envestnet Asset Management

View all funds holding Vanguard Dividend Appreciation ETF