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Modera Wealth Management, LLC: VTIP position timeline

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

Modera Wealth Management, LLC held 42,826 VTIP 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 42,826 shares
    Change vs previous 13F +4,806 shares

    0.02% of the 13F portfolio, value $2,151,160.

    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 38,020 shares
    Change vs previous 13F -15,191 shares

    0.02% of the 13F portfolio, value $1,899,093.

    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 53,211 shares
    Change vs previous 13F +826 shares

    0.03% of the 13F portfolio, value $2,631,810.

    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 52,385 shares
    Change vs previous 13F +7,663 shares

    0.03% of the 13F portfolio, value $2,652,271.

    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 44,722 shares
    Change vs previous 13F +1,922 shares

    0.03% of the 13F portfolio, value $2,248,181.

    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 42,800 shares
    Change vs previous 13F -408 shares

    0.03% of the 13F portfolio, value $2,135,742.

    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 43,208 shares
    Change vs previous 13F +6,808 shares

    0.03% of the 13F portfolio, value $2,092,153.

    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 36,400 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,794,884.

    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).