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Modera Wealth Management, LLC: VIG position timeline

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

Modera Wealth Management, LLC held 1,659,600 VIG 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 1,659,600 shares
    Change vs previous 13F +46,847 shares

    4.19% of the 13F portfolio, value $392,694,478.

    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 1,612,753 shares
    Change vs previous 13F +61,975 shares

    4.16% of the 13F portfolio, value $346,838,616.

    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 1,550,778 shares
    Change vs previous 13F -45,188 shares

    3.94% of the 13F portfolio, value $340,829,893.

    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 1,595,966 shares
    Change vs previous 13F +47,994 shares

    3.99% of the 13F portfolio, value $344,393,703.

    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 1,547,972 shares
    Change vs previous 13F +70,021 shares

    3.92% of the 13F portfolio, value $316,823,599.

    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 1,477,951 shares
    Change vs previous 13F +86,017 shares

    3.88% of the 13F portfolio, value $286,707,727.

    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 1,391,934 shares
    Change vs previous 13F +18,290 shares

    3.29% of the 13F portfolio, value $272,582,501.

    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 1,373,644 shares
    Change vs previous 13F not available

    3.46% of the 13F portfolio, value $272,064,152.

    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).