14. Modera Wealth Management

Rank: 14
Location: Westwood, NJ
Website: www.moderawealth.com

ALL ETF Holdings

$12,532,443,204

Total AUM

$5,277,963,728

Total ETF Assets

18,992

Total Accounts

Firm Data Courtesy of RIA Database



Top 5 ETF Holdings
  1. VUG: $469,124,885
  2. VEA: $276,824,113
  3. VTV: $276,137,879
  4. VIG: $272,582,501
  5. IEFA: $236,510,662
Top 5 ETF Sectors
  1. Large Cap Growth Equities
  2. Foreign Large Cap Equities
  3. Large Cap Blend Equities
  4. Small Cap Growth Equities
  5. Inflation-Protected Bonds
Top 5 ETF Issuers
  1. Vanguard
  2. iShares
  3. Dimensional
  4. American Century
  5. Schwab


Top 20 ETF Holdings

ETF Ownership – By Year

ETF Ownership – By Quarter

Notes:
• ETF data as of December 31, 2024.
• Assets under management are as reported on the firm’s form ADV Part I as of March 31st of any given year.


For details on how firms qualified for this list, please see our Methodology.



https://www.moderawealth.com 2025 Top 50 ETF Power Users