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Modera Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History

Modera Wealth Management’s Portfolio VT Stock Details VT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.85M Sell
30,933
-1,097
-3% -$167K 0.05% 186
2026
Q1 		$4.43M Sell
32,030
-405
-1% -$58.3K 0.05% 190
2025
Q4 		$4.58M Sell
32,435
-123
-0.4% -$17.2K 0.05% 192
2025
Q3 		$4.49M Buy
32,558
+98
+0.3% +$13K 0.05% 192
2025
Q2 		$4.17M Buy
32,460
+3,098
+11% +$371K 0.05% 198
2025
Q1 		$3.4M Sell
29,362
-1,305
-4% -$156K 0.05% 209
2024
Q4 		$3.6M Buy
30,667
+1,630
+6% +$196K 0.04% 207
2024
Q3 		$3.48M Sell
29,037
-32
-0.1% -$3.68K 0.04% 194
2024
Q2 		$3.27M Buy
29,069
+221
+0.8% +$24.4K 0.05% 193
2024
Q1 		$3.19M Sell
28,848
-1,924
-6% -$203K 0.05% 192
2023
Q4 		$3.17M Sell
30,772
-237
-0.8% -$22.8K 0.05% 187
2023
Q3 		$2.89M Buy
31,009
+243
+0.8% +$23.6K 0.05% 186
2023
Q2 		$2.98M Buy
30,766
+289
+0.9% +$27.1K 0.05% 191
2023
Q1 		$2.81M Buy
30,477
+3,537
+13% +$320K 0.11% 79
2022
Q4 		$2.32M Sell
26,940
-643
-2% -$54.9K 0.09% 86
2022
Q3 		$2.18M Sell
27,583
-292
-1% -$25.7K 0.11% 85
2022
Q2 		$2.38M Sell
27,875
-1,541
-5% -$142K 0.11% 85
2022
Q1 		$2.98M Buy
29,416
+2,055
+8% +$208K 0.13% 79
2021
Q4 		$2.94M Sell
27,361
-129
-0.5% -$13.7K 0.11% 90
2021
Q3 		$2.8M Buy
27,490
+394
+1% +$41.3K 0.14% 60
2021
Q2 		$2.81M Buy
27,096
+687
+3% +$70.1K 0.15% 57
2021
Q1 		$2.57M Buy
26,409
+1,169
+5% +$112K 0.17% 53
2020
Q4 		$2.34M Buy
25,240
+3,767
+18% +$327K 0.19% 55
2020
Q3 		$1.73M Sell
21,473
-79
-0.4% -$6.34K 0.26% 36
2020
Q2 		$1.61M Buy
21,552
+153
+0.7% +$10.8K 0.26% 37
2020
Q1 		$1.34M Buy
21,399
+18,086
+546% +$1.36M 0.28% 39
2019
Q4 		$268K Buy
3,313
+2
+0.1% +$156 0.04% 119
2019
Q3 		$248K Sell
3,311
-340
-9% -$25.4K 0.04% 120
2019
Q2 		$274K Buy
3,651
+45
+1% +$3.33K 0.05% 112
2019
Q1 		$264K Buy
+3,606
New +$256K 0.05% 115

Other funds holding VT

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AWM
Angeles Wealth Management Santa Monica, California $2.19B AUM 23.13% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $3.42B AUM 23.04% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
TAS
TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Modera Wealth Management's VT Position: Q2 2026 in Review

Modera Wealth Management reduced its Vanguard Total World Stock ETF (VT) stake by 3.4% in Q2 2026, selling an estimated $167K and leaving 30,933 shares worth $4.85M. The position accounts for 0.05% of the portfolio, ranked #186.

Modera Wealth Management first reported a position in VT in Q1 2019 and has held it in 30 quarters since. 867 funds tracked by Wall St. Rank hold VT as of Q2 2026.

  • Modera Wealth Management held 30,933 shares of Vanguard Total World Stock ETF worth $4.85M as of Q2 2026.
  • Modera Wealth Management sold 1,097 Vanguard Total World Stock ETF shares in Q2 2026, an estimated $167K.
  • Vanguard Total World Stock ETF made up 0.05% of Modera Wealth Management's portfolio in Q2 2026, its #186 holding.
  • Modera Wealth Management first reported a position in Vanguard Total World Stock ETF in Q1 2019 and has held it in 30 quarters since.
  • 867 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.