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Modera Wealth Management, LLC: VCEB position timeline

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

Modera Wealth Management, LLC held 156,747 VCEB 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 156,747 shares
    Change vs previous 13F +1,963 shares

    0.1% of the 13F portfolio, value $9,837,442.

    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 154,784 shares
    Change vs previous 13F +9,359 shares

    0.12% of the 13F portfolio, value $9,725,079.

    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 145,425 shares
    Change vs previous 13F -4,274 shares

    0.11% of the 13F portfolio, value $9,253,393.

    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 149,699 shares
    Change vs previous 13F +5,841 shares

    0.11% of the 13F portfolio, value $9,610,676.

    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 143,858 shares
    Change vs previous 13F -4,104 shares

    0.11% of the 13F portfolio, value $9,120,598.

    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 147,962 shares
    Change vs previous 13F +9,659 shares

    0.13% of the 13F portfolio, value $9,309,770.

    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 138,303 shares
    Change vs previous 13F +1,023 shares

    0.1% of the 13F portfolio, value $8,573,403.

    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 137,280 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $8,906,727.

    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).