Vanguard Mid-Cap Value ETF shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Vanguard Mid-Cap Value ETF (VOE) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in Vanguard Mid-Cap Value ETF
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Quarterly reported holdings in Vanguard Mid-Cap Value ETF by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 84k | 174.58 |
| 2025-06-30 | $14M | 84k | 164.46 |
| 2025-03-31 | $14M | 85k | 160.54 |
| 2024-12-31 | $14M | 83k | 161.77 |
| 2023-09-30 | $3.5M | 17k | 214.19 |
| 2023-06-30 | $246k | 1.8k | 138.39 |
| 2022-03-31 | $510k | 3.4k | 149.52 |
| 2021-12-31 | $384k | 2.5k | 150.65 |