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Modera Wealth Management, LLC: VONG position timeline

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

Modera Wealth Management, LLC held 499,958 VONG 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 499,958 shares
    Change vs previous 13F +617 shares

    0.68% of the 13F portfolio, value $63,899,683.

    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 499,341 shares
    Change vs previous 13F +6,769 shares

    0.66% of the 13F portfolio, value $54,772,751.

    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 492,572 shares
    Change vs previous 13F -161 shares

    0.69% of the 13F portfolio, value $59,970,674.

    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 492,733 shares
    Change vs previous 13F +674 shares

    0.69% of the 13F portfolio, value $59,374,352.

    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 492,059 shares
    Change vs previous 13F -1,800 shares

    0.67% of the 13F portfolio, value $53,732,859.

    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 493,859 shares
    Change vs previous 13F +6,692 shares

    0.62% of the 13F portfolio, value $45,825,185.

    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 487,167 shares
    Change vs previous 13F +3,972 shares

    0.61% of the 13F portfolio, value $50,324,352.

    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 483,195 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $46,637,976.

    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).