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Modera Wealth Management, LLC: VWO position timeline

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

Modera Wealth Management, LLC held 1,616,141 VWO 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 1,616,141 shares
    Change vs previous 13F -16,378 shares

    1.03% of the 13F portfolio, value $96,467,474.

    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 1,632,519 shares
    Change vs previous 13F -55,709 shares

    1.06% of the 13F portfolio, value $88,237,667.

    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 1,688,228 shares
    Change vs previous 13F -22,059 shares

    1.05% of the 13F portfolio, value $90,759,120.

    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 1,710,287 shares
    Change vs previous 13F -35,409 shares

    1.07% of the 13F portfolio, value $92,663,356.

    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 1,745,696 shares
    Change vs previous 13F -31,202 shares

    1.07% of the 13F portfolio, value $86,342,144.

    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 1,776,898 shares
    Change vs previous 13F -37,232 shares

    1.09% of the 13F portfolio, value $80,422,419.

    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 1,814,130 shares
    Change vs previous 13F +106,595 shares

    0.96% of the 13F portfolio, value $79,894,300.

    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 1,707,535 shares
    Change vs previous 13F not available

    1.04% of the 13F portfolio, value $81,705,529.

    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).