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Modern Wealth Management, LLC: VGIT position timeline

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

Modern Wealth Management, LLC held 1,439,692 VGIT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,439,692 shares
    Change vs previous 13F +1,066,774 shares

    1.01% of the 13F portfolio, value $84,913,059.

    13F-HR 0002001900-26-000007 filed by Modern 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 372,918 shares
    Change vs previous 13F +51,602 shares

    0.38% of the 13F portfolio, value $22,117,772.

    13F-HR 0002001900-26-000006 filed by Modern 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 321,316 shares
    Change vs previous 13F +61,454 shares

    0.35% of the 13F portfolio, value $19,256,480.

    13F-HR 0002001900-26-000001 filed by Modern 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 259,862 shares
    Change vs previous 13F +19,970 shares

    0.31% of the 13F portfolio, value $15,599,557.

    13F-HR 0002001900-25-000023 filed by Modern 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/A 239,892 shares
    Change vs previous 13F -32,174 shares

    0.36% of the 13F portfolio, value $14,347,932.

    13F-HR/A 0002001900-25-000022 filed by Modern 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/A 272,066 shares
    Change vs previous 13F +265,223 shares

    0.52% of the 13F portfolio, value $16,160,734.

    13F-HR/A 0002001900-25-000019 filed by Modern 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/A 6,843 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $396,939.

    13F-HR/A 0002001900-25-000017 filed by Modern Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).