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Modera Wealth Management, LLC: VSS position timeline

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

Modera Wealth Management, LLC held 80,798 VSS 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 80,798 shares
    Change vs previous 13F +32 shares

    0.13% of the 13F portfolio, value $12,466,273.

    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 80,766 shares
    Change vs previous 13F -3,778 shares

    0.14% of the 13F portfolio, value $11,774,930.

    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 84,544 shares
    Change vs previous 13F +887 shares

    0.14% of the 13F portfolio, value $12,117,732.

    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 83,657 shares
    Change vs previous 13F -638 shares

    0.14% of the 13F portfolio, value $11,925,344.

    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 84,295 shares
    Change vs previous 13F -5,629 shares

    0.14% of the 13F portfolio, value $11,328,421.

    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 89,924 shares
    Change vs previous 13F +3,003 shares

    0.14% of the 13F portfolio, value $10,395,258.

    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 86,921 shares
    Change vs previous 13F +31,474 shares

    0.12% of the 13F portfolio, value $9,950,759.

    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 55,447 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $6,984,142.

    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).