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Modera Wealth Management, LLC: VO position timeline

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

Modera Wealth Management, LLC held 221,004 VO 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 221,004 shares
    Change vs previous 13F +156,711 shares

    0.19% of the 13F portfolio, value $17,806,322.

    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 64,293 shares
    Change vs previous 13F -4,854 shares

    0.22% of the 13F portfolio, value $18,463,774.

    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 69,147 shares
    Change vs previous 13F -2,627 shares

    0.23% of the 13F portfolio, value $20,067,806.

    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 71,774 shares
    Change vs previous 13F -2,392 shares

    0.24% of the 13F portfolio, value $21,082,859.

    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 74,166 shares
    Change vs previous 13F -1,376 shares

    0.26% of the 13F portfolio, value $20,753,895.

    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 75,542 shares
    Change vs previous 13F +230 shares

    0.26% of the 13F portfolio, value $19,536,759.

    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 75,312 shares
    Change vs previous 13F +64,463 shares

    0.24% of the 13F portfolio, value $19,892,157.

    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 10,849 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,862,215.

    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).