Modera Wealth Management, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Modera Wealth Management, LLC

  • $7.91 Billion
  • Q2 2025

A detailed history of Modera Wealth Management, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Modera Wealth Management, LLC holds 27,333 shares of VOO stock, worth $16.8 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
27,333
Previous 27,442 0.4%
Holding current value
$16.8 Million
Previous $14.1 Million 10.09%
% of portfolio
0.2%
Previous 0.19%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
SELL
$456.74 - $568.03 $49,784 - $61,915
-109 Reduced 0.4%
27,333 $15.5 Million
Q1 2025

May 08, 2025
BUY
$507.05 - $563.67 $19,774 - $21,983
39 Added 0.14%
27,442 $14.1 Million
Q4 2024

Feb 05, 2025
BUY
$521.84 - $558.82 $6.41 Million - $6.87 Million
12,288 Added 81.3%
27,403 $14.8 Million
Q3 2024

Oct 24, 2024
BUY
$475.2 - $527.7 $170,596 - $189,444
359 Added 2.43%
15,115 $7.98 Million
Q2 2024

Jul 29, 2024
BUY
$455.1 - $504.28 $625,307 - $692,880
1,374 Added 10.27%
14,756 $7.38 Million
Q1 2024

May 14, 2024
SELL
$429.43 - $481.35 $49,813 - $55,836
-116 Reduced 0.86%
13,382 $6.43 Million
Q4 2023

Feb 14, 2024
BUY
$377.32 - $438.19 $176,585 - $205,072
468 Added 3.59%
13,498 $5.9 Million
Q3 2023

Nov 30, 2023
SELL
$392.7 - $420.68 $15.5 Million - $16.6 Million
-39,489 Reduced 75.19%
13,030 $5.12 Million
Q3 2023

Nov 01, 2023
BUY
$392.7 - $420.68 $14.6 Million - $15.7 Million
37,284 Added 244.73%
52,519 $20.6 Million
Q2 2023

Aug 07, 2023
BUY
$371.44 - $407.28 $646,677 - $709,074
1,741 Added 12.9%
15,235 $6.2 Million
Q1 2023

May 05, 2023
BUY
$348.66 - $382.94 $492,307 - $540,711
1,412 Added 11.69%
13,494 $5.07 Million
Q4 2022

Feb 07, 2023
BUY
$327.64 - $374.54 $1.47 Million - $1.68 Million
4,498 Added 59.31%
12,082 $4.24 Million
Q3 2022

Nov 01, 2022
SELL
$328.3 - $395.04 $155,285 - $186,853
-473 Reduced 5.87%
7,584 $2.49 Million
Q2 2022

Jul 27, 2022
SELL
$337.07 - $419.85 $239,993 - $298,933
-712 Reduced 8.12%
8,057 $2.8 Million
Q1 2022

May 03, 2022
BUY
$382.7 - $439.25 $411,402 - $472,193
1,075 Added 13.97%
8,769 $3.64 Million
Q4 2021

Feb 04, 2022
BUY
$394.21 - $439.01 $770,286 - $857,825
1,954 Added 34.04%
7,694 $3.36 Million
Q3 2021

Nov 04, 2021
BUY
$390.68 - $416.73 $94,544 - $100,848
242 Added 4.4%
5,740 $2.26 Million
Q2 2021

Aug 02, 2021
SELL
$368.16 - $394.32 $8.26 Million - $8.84 Million
-22,428 Reduced 80.31%
5,498 $2.16 Million
Q1 2021

Apr 29, 2021
BUY
$339.03 - $365.24 $43,734 - $47,115
129 Added 0.46%
27,926 $10.2 Million
Q4 2020

Feb 11, 2021
BUY
$299.82 - $343.69 $6.88 Million - $7.89 Million
22,947 Added 473.13%
27,797 $9.55 Million
Q3 2020

Nov 12, 2020
BUY
$285.37 - $328.74 $737,966 - $850,121
2,586 Added 114.22%
4,850 $1.49 Million
Q2 2020

Aug 12, 2020
SELL
$226.15 - $297.17 $3,618 - $4,754
-16 Reduced 0.7%
2,264 $642,000
Q1 2020

May 12, 2020
BUY
$204.27 - $310.92 $14,298 - $21,764
70 Added 3.17%
2,280 $540,000
Q4 2019

Feb 05, 2020
SELL
$264.57 - $296.67 $74,608 - $83,660
-282 Reduced 11.32%
2,210 $654,000
Q3 2019

Nov 12, 2019
SELL
$260.57 - $277.38 $521 - $554
-2 Reduced 0.08%
2,492 $679,000
Q2 2019

Aug 07, 2019
SELL
$252.12 - $271.73 $26,472 - $28,531
-105 Reduced 4.04%
2,494 $671,000
Q1 2019

May 13, 2019
BUY
$224.5 - $261.43 $15,266 - $17,777
68 Added 2.69%
2,599 $675,000
Q4 2018

Feb 14, 2019
BUY
$215.07 - $268.24 $42,583 - $53,111
198 Added 8.49%
2,531 $582,000
Q2 2018

Aug 10, 2018
SELL
$236.48 - $256.33 $245,466 - $266,070
-1,038 Reduced 30.79%
2,333 $582,000
Q1 2018

May 10, 2018
BUY
$236.79 - $263.36 $33,150 - $36,870
140 Added 4.33%
3,371 $816,000
Q4 2017

Feb 05, 2018
SELL
$231.73 - $247.65 $79,946 - $85,439
-345 Reduced 9.65%
3,231 $793,000
Q3 2017

Nov 14, 2017
SELL
$228.78 - $230.76 $8,236 - $8,307
-36 Reduced 1.0%
3,576 $825,000
Q2 2017

Aug 10, 2017
BUY
N/A
3,612
3,612 $802,000

Others Institutions Holding VOO

# of Institutions
3,734
Shares Held
514M
Call Options Held
2.83M
Put Options Held
3.09M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

VOO Quotes by TradingView
  • Ticker VOO
  • Sector ETFs
  • Industry ETFs
More about VOO
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