Modera Wealth Management, LLC

Position in BIV — Vanguard Intermediate-Term Bond ETF

CIK 1542143 WESTWOOD, NJ

Position in BIV

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$32,318,970

-$2,871,341 QoQ

Shares Held

418,748

-7.3% QoQ

Ownership

—

of shares outstanding

% of Portfolio

1.10%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$32,318,970	418,748	-7.3%	Shares	Sole	2026-05-06
2025-12-31	$35,190,311	451,853	-2.2%	Shares	Sole	2026-01-21
2025-09-30	$36,061,805	461,798	-0.7%	Shares	Sole	2025-10-31
2025-06-30	$35,970,756	465,099	-2.0%	Shares	Sole	2025-08-06
2025-03-31	$36,345,175	474,666	-2.9%	Shares	Sole	2025-05-08
2024-12-31	$36,541,624	488,982	-0.3%	Shares	Sole	2025-02-06
2024-09-30	$38,431,942	490,391	+0.4%	Shares	Sole	2024-10-24
2024-06-30	$36,575,002	488,383	+26.9%	Shares	Sole	2024-07-29
2024-03-31	$29,023,118	384,922	+4.3%	Shares	Sole	2024-05-14
2023-12-31	$28,190,101	369,077	-9.1%	Shares	Sole	2024-02-14
2023-09-30	$29,368,344	406,145	+0.3%	Shares	Sole	2023-11-30
2023-06-30	$30,449,643	404,754	+5.3%	Shares	Sole	2023-08-07
2023-03-31	$29,505,839	384,491	-0.5%	Shares	Sole	2023-05-05
2022-12-31	$28,718,734	386,420	-2.3%	Shares	Sole	2023-02-07
2022-09-30	$29,061,927	395,508	-0.5%	Shares	Sole	2022-11-01
2022-06-30	$30,863,467	397,469	+2.0%	Shares	Sole	2022-07-27
2022-03-31	$31,898,821	389,485	+1.7%	Shares	Sole	2022-05-03
2021-12-31	$33,566,345	383,090	+5.4%	Shares	Sole	2022-02-04
2021-09-30	$32,494,804	363,314	+5.0%	Shares	Sole	2021-11-04
2021-06-30	$31,123,731	345,973	+7.4%	Shares	Sole	2021-08-02
2021-03-31	$28,577,980	322,078	+3.9%	Shares	Sole	2021-04-29
2020-12-31	$28,796,034	310,135	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.