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Modera Wealth Management, LLC: VB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Modera Wealth Management, LLC on VB, newest first. How the timeline and the estimate are built.

Modera Wealth Management, LLC held 99,867 VB shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,867 shares
    Change vs previous 13F -3,455 shares

    0.32% of the 13F portfolio, value $30,271,803.

    13F-HR 0001398344-26-013292 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 103,322 shares
    Change vs previous 13F -5,497 shares

    0.32% of the 13F portfolio, value $27,062,106.

    13F-HR 0001398344-26-008552 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 108,819 shares
    Change vs previous 13F -1,703 shares

    0.32% of the 13F portfolio, value $28,069,780.

    13F-HR 0001398344-26-000944 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 110,522 shares
    Change vs previous 13F -798 shares

    0.33% of the 13F portfolio, value $28,103,579.

    13F-HR 0001398344-25-020069 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 111,320 shares
    Change vs previous 13F +4,990 shares

    0.33% of the 13F portfolio, value $26,380,618.

    13F-HR 0001398344-25-014578 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 106,330 shares
    Change vs previous 13F +1,334 shares

    0.32% of the 13F portfolio, value $23,578,681.

    13F-HR 0001398344-25-008976 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 104,996 shares
    Change vs previous 13F +28,408 shares

    0.3% of the 13F portfolio, value $25,228,364.

    13F-HR 0001398344-25-002046 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 76,588 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $18,167,536.

    13F-HR 0001398344-24-019314 filed by Modera Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).