Modera Wealth Management, LLC Vanguard Mid Cap ETF Transaction History
Modera Wealth Management, LLC
- $7.91 Billion
- Q2 2025
A detailed history of Modera Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Modera Wealth Management, LLC holds 74,166 shares of VO stock, worth $21 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
74,166
Previous 75,542
1.82%
Holding current value
$21 Million
Previous $19.5 Million
6.23%
% of portfolio
0.26%
Previous 0.27%
Shares
34 transactions
Others Institutions Holding VO
# of Institutions
2,405Shares Held
208MCall Options Held
69.3KPut Options Held
25.1K-
Wells Fargo & Company San Francisco, CA24MShares$6.79 Billion1.45% of portfolio
-
Jones Financial Companies Lllp21MShares$5.95 Billion4.48% of portfolio
-
Bank Of America Corp Charlotte, NC16.6MShares$4.71 Billion0.35% of portfolio
-
Creative Planning Overland Park, KS8.41MShares$2.38 Billion2.03% of portfolio
-
Morgan Stanley New York, NY8.03MShares$2.28 Billion0.15% of portfolio