Modera expands holdings across five ETFs

Modera Wealth Management made substantial third-quarter purchases across several exchange-traded funds, including new stakes in the iShares Russell 1000 ETF, Vanguard Mega Cap Value ETF, Dimensional U.S. Equity ETF and Vanguard FTSE All-World ex-US Small-Cap ETF. Its reported DFUS position was the largest, valued at about $95.7 million and representing 1% of the firm’s holdings. Modera also increased its Vanguard Total Stock Market ETF position by 2.9%, bringing its holding to 178,160 shares, worth about $66.7 million.