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Modera Wealth Management, LLC: VBK position timeline

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

Modera Wealth Management, LLC held 36,035 VBK 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 36,035 shares
    Change vs previous 13F -6,493 shares

    0.14% of the 13F portfolio, value $13,177,876.

    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 42,528 shares
    Change vs previous 13F -8,607 shares

    0.15% of the 13F portfolio, value $12,853,994.

    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 51,135 shares
    Change vs previous 13F -7,233 shares

    0.18% of the 13F portfolio, value $15,448,255.

    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 58,368 shares
    Change vs previous 13F -3,957 shares

    0.2% of the 13F portfolio, value $17,371,453.

    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 62,325 shares
    Change vs previous 13F -2,455 shares

    0.21% of the 13F portfolio, value $17,260,226.

    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 64,780 shares
    Change vs previous 13F -6,983 shares

    0.22% of the 13F portfolio, value $16,309,674.

    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 71,763 shares
    Change vs previous 13F -3,170 shares

    0.24% of the 13F portfolio, value $20,098,072.

    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 74,933 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $20,034,872.

    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).