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Modera Wealth Management, LLC: VWOB position timeline

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

Modera Wealth Management, LLC held 48,963 VWOB 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 48,963 shares
    Change vs previous 13F +1,230 shares

    0.04% of the 13F portfolio, value $3,292,271.

    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 47,733 shares
    Change vs previous 13F -17,299 shares

    0.04% of the 13F portfolio, value $3,135,598.

    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 65,032 shares
    Change vs previous 13F +403 shares

    0.05% of the 13F portfolio, value $4,385,095.

    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 64,629 shares
    Change vs previous 13F -477 shares

    0.05% of the 13F portfolio, value $4,323,696.

    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 65,106 shares
    Change vs previous 13F -1,279 shares

    0.05% of the 13F portfolio, value $4,254,686.

    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 66,385 shares
    Change vs previous 13F -1,448 shares

    0.06% of the 13F portfolio, value $4,261,942.

    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 67,833 shares
    Change vs previous 13F +2,196 shares

    0.05% of the 13F portfolio, value $4,283,645.

    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 65,637 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $4,356,356.

    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).