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Modera Wealth Management, LLC: VNQ position timeline

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

Modera Wealth Management, LLC held 112,522 VNQ 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 112,522 shares
    Change vs previous 13F -918 shares

    0.12% of the 13F portfolio, value $10,850,505.

    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 113,440 shares
    Change vs previous 13F -877 shares

    0.12% of the 13F portfolio, value $10,062,103.

    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 114,317 shares
    Change vs previous 13F -3,358 shares

    0.12% of the 13F portfolio, value $10,115,921.

    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 117,675 shares
    Change vs previous 13F -294 shares

    0.12% of the 13F portfolio, value $10,757,856.

    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 117,969 shares
    Change vs previous 13F -666 shares

    0.13% of the 13F portfolio, value $10,506,323.

    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 118,635 shares
    Change vs previous 13F -3,502 shares

    0.15% of the 13F portfolio, value $10,741,239.

    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 122,137 shares
    Change vs previous 13F -2,512 shares

    0.13% of the 13F portfolio, value $10,879,998.

    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 124,649 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $12,143,539.

    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).