Skip to content
Disclosery

Modera Wealth Management, LLC: VBR position timeline

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

Modera Wealth Management, LLC held 331,750 VBR 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 331,750 shares
    Change vs previous 13F -7,477 shares

    0.86% of the 13F portfolio, value $80,611,917.

    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 339,227 shares
    Change vs previous 13F -8,142 shares

    0.88% of the 13F portfolio, value $73,697,005.

    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 347,369 shares
    Change vs previous 13F -11,074 shares

    0.85% of the 13F portfolio, value $73,569,210.

    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 358,443 shares
    Change vs previous 13F -3,850 shares

    0.87% of the 13F portfolio, value $74,810,712.

    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 362,293 shares
    Change vs previous 13F +11,393 shares

    0.87% of the 13F portfolio, value $70,650,763.

    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 350,900 shares
    Change vs previous 13F -3,489 shares

    0.88% of the 13F portfolio, value $65,369,104.

    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 354,389 shares
    Change vs previous 13F +38,596 shares

    0.85% of the 13F portfolio, value $70,232,733.

    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 315,793 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $63,404,832.

    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).