Modera Wealth Management, LLC ETF holdings
Westwood, NJ
Reported $7.1B in 315 ETFs in its Form 13F for June 30, 2026.
ETF value
$7.1B
ETFs held
315
Change from prior quarter
+13.2%
With price moves
ETFs as a share of its 13F
75.9%
of $9.4B
Top 10 of 315 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VUG | Vanguard Morningstar Growth ETF | $662.4M | 7,690,071 | +6,448,614 shares |
| VTV | Vanguard Morningstar Value ETF | $398.9M | 1,830,633 | +62,288 shares |
| VIG | Vanguard Dividend Appreciation ETF | $392.7M | 1,659,600 | +46,847 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $374.6M | 5,257,397 | −88,535 shares |
| IEFA | iShares Core MSCI EAFE ETF | $352.2M | 3,646,299 | +119,682 shares |
| STIP | iShares 0-5 Year TIPS Bond ETF | $261.0M | 2,554,931 | +112,077 shares |
| AVDV | Avantis International Small Cap Value ETF | $243.4M | 2,361,879 | +173,576 shares |
| DFAC | Dimensional U.S. Core Equity 2 ETF | $213.4M | 4,811,065 | −20,365 shares |
| IJR | iShares Core S&P Small-Cap ETF | $210.8M | 1,421,648 | +13,395 shares |
| IVV | iShares Core S&P 500 ETF | $179.6M | 239,848 | −4,029 shares |
305 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001542143. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Modera Wealth Management, LLC own?
Modera Wealth Management, LLC reported 315 ETF positions worth $7.1B in its Form 13F for June 30, 2026. The largest was VUG, at $662.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.