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Modera Wealth Management, LLC: VT position timeline

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

Modera Wealth Management, LLC held 30,933 VT 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 30,933 shares
    Change vs previous 13F -1,097 shares

    0.05% of the 13F portfolio, value $4,854,983.

    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 32,030 shares
    Change vs previous 13F -405 shares

    0.05% of the 13F portfolio, value $4,430,390.

    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 32,435 shares
    Change vs previous 13F -123 shares

    0.05% of the 13F portfolio, value $4,575,335.

    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 32,558 shares
    Change vs previous 13F +98 shares

    0.05% of the 13F portfolio, value $4,486,454.

    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 32,460 shares
    Change vs previous 13F +3,098 shares

    0.05% of the 13F portfolio, value $4,171,815.

    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 29,362 shares
    Change vs previous 13F -1,305 shares

    0.05% of the 13F portfolio, value $3,404,560.

    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 30,667 shares
    Change vs previous 13F +1,630 shares

    0.04% of the 13F portfolio, value $3,602,770.

    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 29,037 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,475,770.

    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).