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Modera Wealth Management, LLC: VUG position timeline

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

Modera Wealth Management, LLC held 7,690,071 VUG 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 7,690,071 shares
    Change vs previous 13F +6,448,614 shares

    7.07% of the 13F portfolio, value $662,422,693.

    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 1,241,457 shares
    Change vs previous 13F +44,669 shares

    6.5% of the 13F portfolio, value $542,256,207.

    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 1,196,788 shares
    Change vs previous 13F -22,066 shares

    6.75% of the 13F portfolio, value $583,865,101.

    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 1,218,854 shares
    Change vs previous 13F +23,630 shares

    6.77% of the 13F portfolio, value $584,575,245.

    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 1,195,224 shares
    Change vs previous 13F +16,381 shares

    6.49% of the 13F portfolio, value $523,986,925.

    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 1,178,843 shares
    Change vs previous 13F +35,863 shares

    5.91% of the 13F portfolio, value $437,138,639.

    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 1,142,980 shares
    Change vs previous 13F +10,879 shares

    5.66% of the 13F portfolio, value $469,124,885.

    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 1,132,101 shares
    Change vs previous 13F not available

    5.53% of the 13F portfolio, value $434,647,521.

    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).