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Vanguard Total World Stock Idx shares owned by Modera Wealth Management

Quarter-by-quarter ownership of Vanguard Total World Stock Idx (VT) shares owned by Modera Wealth Management from 13F filings

Historical chart of Modera Wealth Management investment in Vanguard Total World Stock Idx

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total World Stock Idx 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 Total World Stock Idx by Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.5M 29k 119.70
2024-06-30 $3.3M 29k 112.63
2024-03-31 $3.2M 29k 110.50
2023-12-31 $3.2M 31k 102.88
2023-09-30 $70M 1.8M 39.21
2023-06-30 $3.0M 31k 96.98
2023-03-31 $2.8M 31k 92.09
2022-12-31 $2.3M 27k 86.19
2022-09-30 $2.2M 28k 78.89
2022-06-30 $2.4M 28k 85.35
2022-03-31 $3.0M 29k 101.31
2021-12-31 $2.9M 27k 107.45
2021-09-30 $2.8M 28k 101.82
2021-06-30 $2.8M 27k 103.59
2021-03-31 $2.6M 26k 97.28
2020-12-31 $2.3M 25k 92.55
2020-09-30 $1.7M 22k 80.66
2020-06-30 $1.6M 22k 74.80
2020-03-31 $1.3M 21k 62.81
2019-12-31 $268k 3.3k 80.89
2019-09-30 $248k 3.3k 74.90
2019-06-30 $274k 3.7k 75.05
2019-03-31 $264k 3.6k 73.21