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Modera Wealth Management, LLC: VTI position timeline

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

Modera Wealth Management, LLC held 173,056 VTI 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 173,056 shares
    Change vs previous 13F +1,651 shares

    0.68% of the 13F portfolio, value $64,037,578.

    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 171,405 shares
    Change vs previous 13F +518 shares

    0.66% of the 13F portfolio, value $54,988,520.

    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 170,887 shares
    Change vs previous 13F -2,146 shares

    0.66% of the 13F portfolio, value $57,293,323.

    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 173,033 shares
    Change vs previous 13F -4,386 shares

    0.66% of the 13F portfolio, value $56,784,328.

    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 177,419 shares
    Change vs previous 13F -3,747 shares

    0.67% of the 13F portfolio, value $53,922,926.

    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 181,166 shares
    Change vs previous 13F -1,040 shares

    0.67% of the 13F portfolio, value $49,791,709.

    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 182,206 shares
    Change vs previous 13F +49,161 shares

    0.64% of the 13F portfolio, value $52,805,364.

    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 133,045 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $37,673,046.

    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).