Vanguard S&p 500 Etf idx shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Vanguard S&p 500 Etf idx (VOO) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in Vanguard S&p 500 Etf idx
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Quarterly reported holdings in Vanguard S&p 500 Etf idx by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.0M | 15k | 527.68 |
| 2024-06-30 | $7.4M | 15k | 500.13 |
| 2024-03-31 | $6.4M | 13k | 480.71 |
| 2023-12-31 | $5.9M | 14k | 436.79 |
| 2023-09-30 | $9.9M | 53k | 189.07 |
| 2023-06-30 | $6.2M | 15k | 407.29 |
| 2023-03-31 | $5.1M | 14k | 376.07 |
| 2022-12-31 | $4.2M | 12k | 351.34 |
| 2022-09-30 | $2.5M | 7.6k | 328.32 |
| 2022-06-30 | $2.8M | 8.1k | 346.90 |
| 2022-03-31 | $3.6M | 8.8k | 415.21 |
| 2021-12-31 | $3.4M | 7.7k | 436.57 |
| 2021-09-30 | $2.3M | 5.7k | 394.43 |
| 2021-06-30 | $2.2M | 5.5k | 393.60 |
| 2021-03-31 | $10M | 28k | 364.28 |
| 2020-12-31 | $9.6M | 28k | 343.67 |
| 2020-09-30 | $1.5M | 4.9k | 307.63 |
| 2020-06-30 | $642k | 2.3k | 283.57 |
| 2020-03-31 | $540k | 2.3k | 236.84 |
| 2019-12-31 | $654k | 2.2k | 295.93 |
| 2019-09-30 | $679k | 2.5k | 272.47 |
| 2019-06-30 | $671k | 2.5k | 269.05 |
| 2019-03-31 | $675k | 2.6k | 259.72 |
| 2018-12-31 | $582k | 2.5k | 229.95 |
| 2018-09-30 | $623k | 2.3k | 267.04 |
| 2018-06-30 | $582k | 2.3k | 249.46 |
| 2018-03-31 | $816k | 3.4k | 242.06 |
| 2017-12-31 | $793k | 3.2k | 245.43 |
| 2017-09-30 | $825k | 3.6k | 230.70 |
| 2017-06-30 | $802k | 3.6k | 222.04 |
| 2017-03-31 | $666k | 3.1k | 216.37 |
| 2016-12-31 | $653k | 3.2k | 205.22 |
| 2016-09-30 | $473k | 2.4k | 198.57 |
| 2016-06-30 | $458k | 2.4k | 192.28 |
| 2016-03-31 | $478k | 2.5k | 188.71 |
| 2015-12-31 | $487k | 2.6k | 186.88 |
| 2015-09-30 | $481k | 2.7k | 175.74 |
| 2015-06-30 | $536k | 2.8k | 188.93 |
| 2015-03-31 | $501k | 2.7k | 187.50 |
| 2014-12-31 | $720k | 3.8k | 188.33 |
| 2014-09-30 | $552k | 3.1k | 180.57 |
| 2014-06-30 | $540k | 3.0k | 179.46 |
| 2014-03-31 | $418k | 2.4k | 171.24 |
| 2013-12-31 | $386k | 2.3k | 169.15 |