Skip to content
Disclosery

Modera Wealth Management, LLC: VOO position timeline

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

Modera Wealth Management, LLC held 30,771 VOO 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 30,771 shares
    Change vs previous 13F +1,485 shares

    0.23% of the 13F portfolio, value $21,133,989.

    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 29,286 shares
    Change vs previous 13F +494 shares

    0.21% of the 13F portfolio, value $17,500,116.

    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 28,792 shares
    Change vs previous 13F -186 shares

    0.21% of the 13F portfolio, value $18,056,256.

    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 28,978 shares
    Change vs previous 13F +1,645 shares

    0.21% of the 13F portfolio, value $17,745,553.

    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 27,333 shares
    Change vs previous 13F -109 shares

    0.19% of the 13F portfolio, value $15,526,008.

    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 27,442 shares
    Change vs previous 13F +39 shares

    0.19% of the 13F portfolio, value $14,102,771.

    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 27,403 shares
    Change vs previous 13F +12,288 shares

    0.18% of the 13F portfolio, value $14,765,153.

    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 15,115 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $7,975,955.

    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).