Vanguard Value ETF shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Vanguard Value ETF (VTV) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in Vanguard Value ETF
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Quarterly reported holdings in Vanguard Value ETF by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $263M | 1.5M | 174.57 |
| 2024-06-30 | $228M | 1.4M | 160.41 |
| 2024-03-31 | $226M | 1.4M | 162.86 |
| 2023-12-31 | $197M | 1.3M | 149.50 |
| 2023-09-30 | $229M | 842k | 272.31 |
| 2023-06-30 | $165M | 1.2M | 142.10 |
| 2023-03-31 | $150M | 1.1M | 138.11 |
| 2022-12-31 | $174M | 1.2M | 140.37 |
| 2022-09-30 | $141M | 1.1M | 123.48 |
| 2022-06-30 | $162M | 1.2M | 131.88 |
| 2022-03-31 | $171M | 1.2M | 147.78 |
| 2021-12-31 | $165M | 1.1M | 147.11 |
| 2021-09-30 | $128M | 947k | 135.37 |
| 2021-06-30 | $113M | 822k | 137.46 |
| 2021-03-31 | $104M | 791k | 131.46 |
| 2020-12-31 | $78M | 653k | 118.96 |
| 2020-09-30 | $17M | 165k | 104.51 |
| 2020-06-30 | $18M | 185k | 99.59 |
| 2020-03-31 | $18M | 197k | 89.06 |
| 2019-12-31 | $27M | 223k | 119.85 |
| 2019-09-30 | $26M | 230k | 111.62 |
| 2019-06-30 | $27M | 247k | 110.92 |
| 2019-03-31 | $27M | 249k | 107.63 |
| 2018-12-31 | $23M | 237k | 97.95 |
| 2018-09-30 | $24M | 220k | 110.68 |
| 2018-06-30 | $23M | 220k | 103.83 |
| 2018-03-31 | $24M | 232k | 103.18 |
| 2017-12-31 | $25M | 235k | 106.32 |
| 2017-09-30 | $24M | 236k | 99.82 |
| 2017-06-30 | $23M | 235k | 96.56 |
| 2017-03-31 | $22M | 228k | 95.37 |
| 2016-12-31 | $22M | 236k | 93.01 |
| 2016-09-30 | $20M | 233k | 87.00 |
| 2016-06-30 | $19M | 224k | 84.99 |
| 2016-03-31 | $17M | 206k | 82.39 |
| 2015-12-31 | $16M | 192k | 81.52 |
| 2015-09-30 | $14M | 175k | 76.75 |
| 2015-06-30 | $15M | 177k | 83.36 |
| 2015-03-31 | $15M | 180k | 83.70 |
| 2014-12-31 | $15M | 181k | 84.49 |
| 2014-09-30 | $15M | 180k | 81.20 |
| 2014-06-30 | $15M | 182k | 80.95 |
| 2014-03-31 | $14M | 175k | 78.11 |
| 2013-12-31 | $13M | 168k | 76.39 |
| 2013-09-30 | $11M | 157k | 69.79 |
| 2013-06-30 | $11M | 158k | 67.61 |
| 2013-03-31 | $10M | 153k | 65.53 |
| 2012-12-31 | $8.7M | 148k | 58.80 |
| 2012-09-30 | $8.4M | 143k | 58.72 |
| 2012-03-31 | $6.6M | 115k | 57.68 |
| 2011-12-31 | $5.2M | 98k | 52.49 |