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Modera Wealth Management, LLC: VCSH position timeline

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

Modera Wealth Management, LLC held 838,602 VCSH 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 838,602 shares
    Change vs previous 13F -21,713 shares

    0.71% of the 13F portfolio, value $66,274,699.

    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 860,315 shares
    Change vs previous 13F -52,838 shares

    0.82% of the 13F portfolio, value $68,197,144.

    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 913,153 shares
    Change vs previous 13F -17,500 shares

    0.84% of the 13F portfolio, value $72,805,704.

    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 930,653 shares
    Change vs previous 13F -18,402 shares

    0.86% of the 13F portfolio, value $74,387,103.

    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 949,055 shares
    Change vs previous 13F -23,417 shares

    0.93% of the 13F portfolio, value $75,449,893.

    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 972,472 shares
    Change vs previous 13F -9,934 shares

    1.04% of the 13F portfolio, value $76,766,943.

    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 982,406 shares
    Change vs previous 13F +134,941 shares

    0.93% of the 13F portfolio, value $76,637,514.

    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 847,465 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $67,305,682.

    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).