Skip to content
Disclosery

Modera Wealth Management, LLC: VTEB position timeline

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

Modera Wealth Management, LLC held 609,989 VTEB 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 609,989 shares
    Change vs previous 13F -15,738 shares

    0.33% of the 13F portfolio, value $30,853,225.

    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 625,727 shares
    Change vs previous 13F -15,310 shares

    0.37% of the 13F portfolio, value $31,217,502.

    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 641,037 shares
    Change vs previous 13F +467 shares

    0.37% of the 13F portfolio, value $32,237,773.

    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 640,570 shares
    Change vs previous 13F +501 shares

    0.37% of the 13F portfolio, value $32,073,319.

    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 640,069 shares
    Change vs previous 13F -42,186 shares

    0.39% of the 13F portfolio, value $31,382,585.

    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 682,255 shares
    Change vs previous 13F +4,916 shares

    0.46% of the 13F portfolio, value $33,853,506.

    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 677,339 shares
    Change vs previous 13F +22,564 shares

    0.41% of the 13F portfolio, value $33,954,988.

    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 654,775 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $33,472,104.

    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).