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Modera Wealth Management, LLC: VTV position timeline

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

Modera Wealth Management, LLC held 1,830,633 VTV 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 1,830,633 shares
    Change vs previous 13F +62,288 shares

    4.26% of the 13F portfolio, value $398,949,918.

    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 1,768,345 shares
    Change vs previous 13F +64,657 shares

    4.16% of the 13F portfolio, value $346,949,371.

    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 1,703,688 shares
    Change vs previous 13F +1,306 shares

    3.76% of the 13F portfolio, value $325,387,378.

    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 1,702,382 shares
    Change vs previous 13F +51,302 shares

    3.68% of the 13F portfolio, value $317,479,198.

    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 1,651,080 shares
    Change vs previous 13F -11,664 shares

    3.61% of the 13F portfolio, value $291,813,852.

    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 1,662,744 shares
    Change vs previous 13F +31,687 shares

    3.89% of the 13F portfolio, value $287,222,356.

    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 1,631,057 shares
    Change vs previous 13F +124,264 shares

    3.33% of the 13F portfolio, value $276,137,879.

    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 1,506,793 shares
    Change vs previous 13F not available

    3.35% of the 13F portfolio, value $263,040,936.

    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).