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Modera Wealth Management, LLC: VUSB position timeline

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

Modera Wealth Management, LLC held 93,868 VUSB 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 93,868 shares
    Change vs previous 13F -1,092 shares

    0.05% of the 13F portfolio, value $4,672,763.

    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 94,960 shares
    Change vs previous 13F -6,426 shares

    0.06% of the 13F portfolio, value $4,727,598.

    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 101,386 shares
    Change vs previous 13F -1,117 shares

    0.06% of the 13F portfolio, value $5,053,092.

    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 102,503 shares
    Change vs previous 13F -566 shares

    0.06% of the 13F portfolio, value $5,124,660.

    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 103,069 shares
    Change vs previous 13F -6,242 shares

    0.06% of the 13F portfolio, value $5,139,558.

    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 109,311 shares
    Change vs previous 13F +101 shares

    0.07% of the 13F portfolio, value $5,449,722.

    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 109,210 shares
    Change vs previous 13F +90,384 shares

    0.07% of the 13F portfolio, value $5,419,023.

    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 18,826 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $940,171.

    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).